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WJ Interests, LLC

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13F filer, CIK 1727642, SUGAR LAND, TX

WJ Interests, LLC reported $260,401,199 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 94.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000286

Period
2026-03-31
Reported value
$260M
Holdings
20
Top 10 weight
94.18%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DSCOnew+611,971$15.2M
RSSBadded+107,386$2.92M
VTadded+14,679$2.03M
NTSXadded+30,197$1.57M
TLTadded+16,919$1.47M

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-1,541-$155K
IBMreduced-100-$24.2K

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000286, largest first. % of portfolio is the value over $260,401,199, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296,281 shares; 2024Q4: 1,381,166 shares; 2025Q1: 1,648,630 shares; 2025Q2: 1,708,092 shares; 2025Q3: 1,608,082 shares; 2025Q4: 1,524,235 shares; 2026Q1: 1,631,621 shares 1,631,621$44.4M17.05%+107,386Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,054 shares; 2024Q4: 322,579 shares; 2025Q1: 355,818 shares; 2025Q2: 352,318 shares; 2025Q3: 319,408 shares; 2025Q4: 286,077 shares; 2026Q1: 300,756 shares 300,756$41.6M15.98%+14,679Timeline
NTSIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,108 shares; 2024Q4: 708,874 shares; 2025Q1: 747,918 shares; 2025Q2: 728,072 shares; 2025Q3: 702,092 shares; 2025Q4: 662,297 shares; 2026Q1: 686,660 shares 686,660$30.2M11.61%+24,363Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851,861 shares; 2024Q4: 823,827 shares; 2025Q1: 603,926 shares; 2025Q2: 587,204 shares; 2025Q3: 497,033 shares; 2025Q4: 463,805 shares; 2026Q1: 494,002 shares 494,002$25.8M9.89%+30,197Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,417 shares; 2024Q4: 180,428 shares; 2025Q1: 183,432 shares; 2025Q2: 187,050 shares; 2025Q3: 212,681 shares; 2025Q4: 199,985 shares; 2026Q1: 210,747 shares 210,747$23.3M8.94%+10,762Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,199 shares; 2024Q4: 293,830 shares; 2025Q1: 293,247 shares; 2025Q2: 293,544 shares; 2025Q3: 270,715 shares; 2025Q4: 250,803 shares; 2026Q1: 258,181 shares 258,181$20.8M7.99%+7,378Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,592 shares; 2025Q4: 160,471 shares; 2026Q1: 177,390 shares 177,390$15.4M5.91%+16,919Timeline
DSCODOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611,971 shares 611,971$15.2M5.84%newTimeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 220,299 shares; 2025Q1: 244,937 shares; 2025Q2: 242,762 shares; 2025Q3: 189,504 shares; 2025Q4: 172,379 shares; 2026Q1: 178,928 shares 178,928$14.4M5.54%+6,549Timeline
ROMOSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,975 shares; 2024Q4: 458,375 shares; 2025Q1: 450,123 shares; 2025Q2: 441,191 shares; 2025Q3: 445,734 shares; 2025Q4: 423,269 shares; 2026Q1: 450,526 shares 450,526$14.2M5.45%+27,257Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,316 shares; 2024Q4: 92,393 shares; 2025Q1: 128,841 shares; 2025Q2: 185,693 shares; 2025Q3: 207,308 shares; 2025Q4: 197,248 shares; 2026Q1: 218,544 shares 218,544$6.18M2.37%+21,296Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,118 shares; 2024Q4: 19,042 shares; 2025Q1: 42,029 shares; 2025Q2: 30,097 shares; 2025Q3: 33,243 shares; 2025Q4: 35,317 shares; 2026Q1: 33,776 shares 33,776$3.4M1.3%-1,541Timeline
RSSYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,757 shares; 2025Q4: 104,184 shares; 2026Q1: 116,459 shares 116,459$2.59M0.99%+12,275Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares 3,498$1.03M0.4%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690$460K0.18%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875$377K0.14%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,462 shares 1,462$354K0.14%-100Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,215 shares; 2026Q1: 11,215 shares 11,215$292K0.11%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares 4,439$256K0.1%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 997 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563$208K0.08%0Timeline

How Q1 2026 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 0001754960-26-000286 base2026-04-21acceptance time not in the bulk data set