WJ Interests, LLC

SUGAR LAND, TX · CIK 1727642 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySugar Land, TX

$259.4m reported value -0.4% vs Q1 2026

22positions

89.1%in top 10

3 new 6 added 7 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TIDAL TRUST II RET STCKD GL STK RSSB	RSSB	1,705,976	$52.5m20.23%	20.23%	Added +74.4k	+74,355 4.6%
2	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	241,990	$38.0m14.64%	14.64%	Reduced -58.8k	-58,766 -19.5%
3	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	246,306	$22.5m8.66%	8.66%	Added +67.4k	+67,378 37.7%
4	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	210,237	$20.3m7.82%	7.82%	Reduced -47.9k	-47,944 -18.6%
5	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	159,324	$19.9m7.66%	7.66%	Reduced -51.4k	-51,423 -24.4%
6	ISHARES TR 20 YR TR BD ETF TLT	TLT	208,859	$18.0m6.96%	6.96%	Added +31.5k	+31,469 17.7%
7	DOUBLELINE ETF TRUST SECUR CR ETF DSCO	DSCO	707,494	$17.6m6.80%	6.80%	Added +95.5k	+95,523 15.6%
8	STRATEGY SHS NEWFOUND RESLV ROMO	ROMO	475,502	$16.1m6.19%	6.19%	Added +25.0k	+24,976 5.5%
9	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	307,311	$14.3m5.52%	5.52%	Reduced -379.3k	-379,349 -55.2%
10	TIDAL TRUST II RETURN STACKED RSIT	RSIT	578,477	$11.9m4.59%	4.59%	New
11	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	192,789	$11.4m4.39%	4.39%	Reduced -301.2k	-301,213 -61.0%
12	PIMCO ETF TR US STK PLUS AC SPLS	SPLS	116,032	$6.3m2.43%	2.43%	New
13	TIDAL TRUST II RETURN STACKED U RSSY	RSSY	109,594	$2.8m1.08%	1.08%	Reduced -6.9k	-6,865 -5.9%
14	WISDOMTREE TR EFFICIENT U.S. P NTSD	NTSD	59,221	$2.7m1.05%	1.05%	New
15	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	18,976	$1.9m0.74%	0.74%	Reduced -14.8k	-14,800 -43.8%
16	JPMORGAN CHASE & CO COM JPM	JPM	3,498	$1.1m0.44%	0.44%	Unchanged
17	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,690	$505.3k0.19%	0.19%	Unchanged
18	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,462	$411.1k0.16%	0.16%	Unchanged
19	SPDR GOLD TR GOLD SHS GLD	GLD	875	$322.3k0.12%	0.12%	Unchanged
20	ZIONS BANCORPORATION N A COM ZION	ZION	4,439	$307.1k0.12%	0.12%	Unchanged
21	SCHWAB STRATEGIC TR HIGH YIELD BD ET SCYB	SCYB	11,445	$299.6k0.12%	0.12%	Added +230	+230 2.0%
22	MICROSOFT CORP COM MSFT	MSFT	563	$210.0k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TIDAL TR II RSST	RSST	218,544	$6.2m218.5k shares