WJ Interests, LLC holds a focused book of 22 reported positions worth $259.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Ret Sta In ST & Ma Fu ETF and trimmed Vanguard Tot World STK ETF. Their largest long position is RTRN Stack GLBL STK & BD ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning WJ Interests, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as WJ Interests, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Marino Management, LLC | 2 / 22 | $421.1M |
| DC Investments Management, LLC | 2 / 22 | $138.1M |
| Amitell Capital Pte Ltd | 2 / 22 | $37.8M |
| Permanent Capital Management, LP | 6 / 22 | $214.9M |
| 46 Peaks LLC | 3 / 22 | $45.0M |
| Guidance Point Advisors, LLC | 3 / 22 | $133.1M |
| DDD Partners, LLC | 3 / 22 | $425.7M |
| JRM Investment Counsel, LLC | 3 / 22 | $108.9M |
Ranked by the share of each fund's own book sitting in the names it shares with WJ Interests, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust II RET STCKD GL STK | $52.5M | 1.71M | 20.2% | ▲+4.5% Added · +74K sh | |
| 2 | Vanguard Intl Equity Index F TT WRLD ST ETF | $38.0M | 242.0K | 14.6% | ▼−20% Reduced · −59K sh | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $22.5M | 246.3K | 8.7% | ▲+38% Added · +67K sh | |
| 4 | American Centy ETF TR AVANTIS EMGMKT | $20.3M | 210.2K | 7.8% | ▼−19% Reduced · −48K sh | |
| 5 | American Centy ETF TR US SML CP VALU | $19.9M | 159.3K | 7.7% | ▼−24% Reduced · −51K sh | |
| 6 | Ishares TR 20 YR TR BD ETF | $18.0M | 208.9K | 7.0% | ▲+18% Added · +31K sh | |
| 7 | Doubleline ETF Trust SECUR CR ETF | $17.6M | 707.5K | 6.8% | ▲+16% Added · +96K sh | |
| 8 | Strategy SHS NEWFOUND RESLV | $16.1M | 475.5K | 6.2% | ▲+5.5% Added · +25K sh | |
| 9 | Wisdomtree TR INTERNATIONL EFI | $14.3M | 307.3K | 5.5% | ▼−55% Reduced · −379K sh | |
| 10 | Tidal Trust II RETURN STACKED | $11.9M | 578.5K | 4.6% | ▲New New position | |
| 11 | Wisdomtree TR US EFFIC CORE FD | $11.4M | 192.8K | 4.4% | ▼−61% Reduced · −301K sh | |
| 12 | Pimco ETF TR US STK PLUS AC | $6.3M | 116.0K | 2.4% | ▲New New position | |
| 13 | Tidal Trust II RETU S YIEL ETF | $2.8M | 109.6K | 1.1% | ▼−5.9% Reduced · −7K sh | |
| 14 | Wisdomtree TR EFFI U.S. PLU FD | $2.7M | 59.2K | 1.1% | ▲New New position | |
| 15 | Pimco ETF TR ENHAN SHRT MA AC | $1.9M | 19.0K | 0.7% | ▼−44% Reduced · −15K sh | |
| 16 | JPMorgan Chase & Co COM | $1.1M | 3.5K | 0.4% | —Held | |
| 17 | Vanguard World FD HEALTH CAR ETF | $505K | 1.7K | 0.2% | —Held | |
| 18 | International Business Machs COM | $411K | 1.5K | 0.2% | —Held | |
| 19 | SPDR Gold TR GOLD SHS | $322K | 875 | 0.1% | —Held | |
| 20 | Zions Bancorporation Natl As COM | $307K | 4.4K | 0.1% | —Held | |
| 21 | Schwab Strategic TR HIGH YIEL BD ETF | $300K | 11.4K | 0.1% | ▲+2.0% Added · +230 sh | |
| 22 | Microsoft Corp COM | $210K | 563 | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1727642/holdings"
Use Arkolith to show WJ Interests, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 22 | $259.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 20 | $260.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 19 | $232.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 25 | $247.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 23 | $233.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 23 | $215.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 16 | $207.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 21 | $226.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.