WJ Interests, LLC holds a focused book of 22 stocks worth $259.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Tidal Trust II and trimmed Vanguard Tot World STK ETF. Their largest long position is RTRN Stack GLBL STK & BD ETF at 20% of the equity book.
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Use Arkolith to show WJ Interests, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as WJ Interests, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 27 / 22 | $44.4B |
| OSAIC HOLDINGS, INC. | 26 / 22 | $5.3B |
| MORGAN STANLEY | 25 / 22 | $169.7B |
| ROYAL BANK OF CANADA | 25 / 22 | $50.1B |
| LPL Financial LLC | 25 / 22 | $19.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 25 / 22 | $5.7B |
| CWM, LLC | 25 / 22 | $2.5B |
| Farther Finance Advisors, LLC | 25 / 22 | $783.8M |
Ranked by how many of WJ Interests, LLC's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 22 | $259.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 20 | $260.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 19 | $232.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 25 | $247.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 23 | $233.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 23 | $215.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 16 | $207.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21 | $226.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.