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WJ Interests, LLC

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13F filer, CIK 1727642, SUGAR LAND, TX

WJ Interests, LLC reported $233,768,446 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 96.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000450

Period
2025-06-30
Reported value
$234M
Holdings
23
Top 10 weight
96.37%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSSBadded+59,462$1.56M
RSSTadded+56,852$1.33M
TXNnew+2,018$419K
AVUVadded+3,618$330K
RFIXadded+2,378$116K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MINTreduced-11,932-$1.2M
NTSXreduced-16,722-$837K
NTSIreduced-19,846-$813K
VTreduced-3,500-$450K
BRK-Bexited-604-$322K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001754960-25-000450, largest first. % of portfolio is the value over $233,768,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,054 shares; 2024Q4: 322,579 shares; 2025Q1: 355,818 shares; 2025Q2: 352,318 shares 352,318$45.3M19.37%-3,500Timeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,281 shares; 2024Q4: 1,381,166 shares; 2025Q1: 1,648,630 shares; 2025Q2: 1,708,092 shares 1,708,092$44.8M19.15%+59,462Timeline
NTSIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,108 shares; 2024Q4: 708,874 shares; 2025Q1: 747,918 shares; 2025Q2: 728,072 shares 728,072$29.8M12.77%-19,846Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,861 shares; 2024Q4: 823,827 shares; 2025Q1: 603,926 shares; 2025Q2: 587,204 shares 587,204$29.4M12.57%-16,722Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,199 shares; 2024Q4: 293,830 shares; 2025Q1: 293,247 shares; 2025Q2: 293,544 shares 293,544$20.1M8.61%+297Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,417 shares; 2024Q4: 180,428 shares; 2025Q1: 183,432 shares; 2025Q2: 187,050 shares 187,050$17M7.29%+3,618Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 220,299 shares; 2025Q1: 244,937 shares; 2025Q2: 242,762 shares 242,762$16.6M7.08%-2,175Timeline
ROMOSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,975 shares; 2024Q4: 458,375 shares; 2025Q1: 450,123 shares; 2025Q2: 441,191 shares 441,191$14.1M6.04%-8,932Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,316 shares; 2024Q4: 92,393 shares; 2025Q1: 128,841 shares; 2025Q2: 185,693 shares 185,693$4.33M1.85%+56,852Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,265 shares; 2025Q1: 76,160 shares; 2025Q2: 78,538 shares 78,538$3.82M1.63%+2,378Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,118 shares; 2024Q4: 19,042 shares; 2025Q1: 42,029 shares; 2025Q2: 30,097 shares 30,097$3.03M1.29%-11,932Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares 3,498$1.01M0.43%0Timeline
STELSTELLAR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,490 shares; 2024Q4: not reported; 2025Q1: 27,501 shares; 2025Q2: 27,506 shares 27,506$770K0.33%+5Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 997 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares 1,115$555K0.24%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800$469K0.2%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,562 shares 1,562$460K0.2%-138Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares 1,690$420K0.18%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares 2,018$419K0.18%newTimeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares 750$303K0.13%0Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares 11,215$298K0.13%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares 875$267K0.11%0Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: not reported; 2025Q1: 15,864 shares; 2025Q2: 15,864 shares 15,864$255K0.11%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares 4,439$231K0.1%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL604$322Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-25-000450 base2025-07-22acceptance time not in the bulk data set