Universe · entity
WJ Interests, LLC
Institutional manager (13F) · CIK 1727642
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $260M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Return Stacked Stock and Bond | $44M | 1,631,621 |
| 2 | Vanguard Total World Stock | $42M | 300,756 |
| 3 | WisdomTree Intl Efficient Core | $30M | 686,660 |
| 4 | WisdomTree U.S. Efficient Core Fund | $26M | 494,002 |
| 5 | Avantis US Small Value ETF | $23M | 210,747 |
| 6 | Avantis Emerging Mkts | $21M | 258,181 |
| 7 | iShares Long Term Treasury Bond ETF | $15M | 177,390 |
| 8 | Doubleline Securitized Credit ETF | $15M | 611,971 |
| 9 | Avantis US Large Cap Value ETF | $14M | 178,928 |
| 10 | Strat Shares Newfound/Resolve Momentum ETF | $14M | 450,526 |
| 11 | Return Stacked US Stk and Managed Futures | $6M | 218,544 |
| 12 | PIMCO Enh Short Maturity | $3M | 33,776 |
| 13 | Return Stacked US Stk & Futs Yld ETF | $3M | 116,459 |
| 14 | JP Morgan | $1M | 3,498 |
| 15 | Vanguard Health Care ETF | $460k | 1,690 |
| 16 | SPDR Gold Trust | $377k | 875 |
| 17 | IBM | $354k | 1,462 |
| 18 | Schwab High Yield Bond ETF | $292k | 11,215 |
| 19 | Zions Bancorp | $256k | 4,439 |
| 20 | Microsoft | $208k | 563 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.