WJ Interests, LLC

Est. AUM

$260.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Return Stacked Stock and Bond	RSSB	$44.4M	1631621	17.05%	SOLE
2	Vanguard Total World Stock	VT	$41.6M	300756	15.98%	SOLE
3	WisdomTree Intl Efficient Core	NTSI	$30.2M	686660	11.61%	SOLE
4	WisdomTree U.S. Efficient Core Fund	NTSX	$25.8M	494002	9.89%	SOLE
5	Avantis US Small Value ETF	AVUV	$23.3M	210747	8.94%	SOLE
6	Avantis Emerging Mkts	AVEM	$20.8M	258181	7.99%	SOLE
7	iShares Long Term Treasury Bond ETF	TLT	$15.4M	177390	5.91%	SOLE
8	Doubleline Securitized Credit ETF	DSCO	$15.2M	611971	5.84%	SOLE
9	Avantis US Large Cap Value ETF	AVLV	$14.4M	178928	5.54%	SOLE
10	Strat Shares Newfound/Resolve Momentum ETF	ROMO	$14.2M	450526	5.45%	SOLE
11	Return Stacked US Stk and Managed Futures	RSST	$6.2M	218544	2.37%	SOLE
12	PIMCO Enh Short Maturity	MINT	$3.4M	33776	1.30%	SOLE
13	Return Stacked US Stk & Futs Yld ETF	RSSY	$2.6M	116459	0.99%	SOLE
14	JP Morgan	JPM	$1.0M	3498	0.40%	SOLE
15	Vanguard Health Care ETF	VHT	$460K	1690	0.18%	SOLE
16	SPDR Gold Trust	GLD	$377K	875	0.14%	SOLE
17	IBM	IBM	$354K	1462	0.14%	SOLE
18	Schwab High Yield Bond ETF	SCYB	$292K	11215	0.11%	SOLE
19	Zions Bancorp	ZION	$256K	4439	0.10%	SOLE
20	Microsoft	MSFT	$208K	563	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.