13F-HR filed by WJ Interests, LLC
WJ Interests, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 01:10:43 UTC, with 23 holding rows worth $277,767,144.
- Accession
- 0001754960-26-000866
- Filer
- CIK 1727642
- Filed
- 2026-10-14
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 23 entries on the cover page, a total value of $277,767,144 stated on the cover page (in dollars after the unit check, H1), rows summing to $277,767,144 with VALUE read as dollars as filed, 13F file number 028-22624. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TIDAL TRUST II | 88636J204 | RET STCKD GL STK | 1,729,825 | $51,349,859 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 246,565 | $38,920,359 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 257,673 | $23,303,902 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 217,405 | $20,440,401 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 164,701 | $19,396,831 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 182,992 | $18,399,846 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R881 | SECUR CR ETF | 736,003 | $17,951,113 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 214,163 | $16,657,586 | dollars as filed | |
| STRATEGY SHS | 86280R886 | NEWFOUND RESLV | 483,827 | $16,525,773 | dollars as filed | |
| WISDOMTREE TR | 97717Y634 | CMN | 301,661 | $13,847,749 | dollars as filed | |
| TIDAL TRUST II | 88636Y839 | RETURN STACKED | 588,123 | $12,774,032 | dollars as filed | |
| WISDOMTREE TR | 97717Y790 | US EFFIC CORE FD | 195,199 | $11,409,382 | dollars as filed | |
| PIMCO ETF TR | 72201R551 | US STK PLUS AC | 130,989 | $7,209,635 | dollars as filed | |
| TIDAL TRUST II | 88636J345 | RETU S YIEL ETF | 113,572 | $2,969,908 | dollars as filed | |
| WisdomTree U.S. Internationa | 97717Y246 | Com | 61,210 | $2,869,360 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,498 | $1,157,243 | dollars as filed | |
| PROSPERITY BANCSHARES INC | 743606105 | COM | 8,148 | $539,479 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 1,690 | $534,175 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 875 | $333,235 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,462 | $321,538 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 11,445 | $288,872 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 563 | $288,763 | dollars as filed | |
| ZIONS BANCORPORATION | 989701107 | COM | 4,439 | $278,103 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000866 | this filing | 2026-10-14 |