Wj Interests, Llc Portfolio Stock Holdings
Wj Interests, Llc disclosed 22 stock positions valued at approximately $259.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INTL EQUITY INDEX F, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $259.4M
Holdings by Sector
Wj Interests, Llc Portfolio Holdings in Q2 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | VT | Other | 14.64% | 241,990 | -58,766 | -19.54% | $37,980,363 |
| AMERICAN CENTY ETF TR | AVLV | Other | 8.66% | 246,306 | +67,378 | +37.66% | $22,465,525 |
| AMERICAN CENTY ETF TR | AVEM | Other | 7.82% | 210,237 | -47,944 | -18.57% | $20,285,792 |
| AMERICAN CENTY ETF TR | AVUV | Other | 7.66% | 159,324 | -51,423 | -24.40% | $19,877,270 |
| ISHARES TR | TLT | Other | 6.96% | 208,859 | +31,469 | +17.74% | $18,049,627 |
| WISDOMTREE TR | NTSI | Other | 5.52% | 307,311 | -379,349 | -55.25% | $14,320,693 |
| WISDOMTREE TR | NTSX | Other | 4.39% | 192,789 | -301,213 | -60.97% | $11,384,190 |
| PIMCO ETF TR | MINT | Other | 0.74% | 18,976 | -14,800 | -43.82% | $1,912,991 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.44% | 3,498 | - | - | $1,145,000 |
| VANGUARD WORLD FD | VHT | Other | 0.19% | 1,690 | - | - | $505,327 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.16% | 1,462 | - | - | $411,129 |
| SPDR GOLD TR | GLD | Other | 0.12% | 875 | - | - | $322,333 |
| ZIONS BANCORPORATION NATL AS | ZION | Financial Services | 0.12% | 4,439 | - | - | $307,134 |
| SCHWAB STRATEGIC TR | SCYB | Other | 0.12% | 11,445 | +230 | +2.05% | $299,630 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 563 | - | - | $210,010 |