1y return+19.7%S&P 500 +20.9%
3y return+49.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $155 against $198 in the S&P 500.2
WJ Interests, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSSBTidal Trust II | $52.5M | 20.2% | +4.6% |
| VTVanguard Intl Equity Index F | $38.0M | 14.6% | −19.5% |
| AVLVAmerican Centy Etf Tr | $22.5M | 8.7% | +37.7% |
| AVEMAmerican Centy Etf Tr | $20.3M | 7.8% | −18.6% |
| AVUVAmerican Centy Etf Tr | $19.9M | 7.7% | −24.4% |
| TLTIshares Tr | $18.0M | 7.0% | +17.7% |
| DSCODoubleline Etf Trust | $17.6M | 6.8% | +15.6% |
| ROMOStrategy Shs | $16.1M | 6.2% | +5.5% |
| NTSIWisdomtree Tr | $14.3M | 5.5% | −55.2% |
| RSITTidal Trust II | $11.9M | 4.6% | New |
| NTSXWisdomtree Tr | $11.4M | 4.4% | −61.0% |
| SPLSPimco Etf Tr | $6.3M | 2.4% | New |
| RSSYTidal Trust II | $2.8M | 1.1% | −5.9% |
| NTSDWisdomtree Tr | $2.7M | 1.1% | New |
| MINTPimco Etf Tr | $1.9M | 0.7% | −43.8% |
| JPMJpmorgan Chase & Co | $1.1M | 0.4% | |
| VHTVanguard World Fd | $505K | 0.2% | |
| IBMInternational Business Machs | $411K | 0.2% | |
| GLDSpdr Gold Tr | $322K | 0.1% | |
| ZIONZions Bancorporation Natl As | $307K | 0.1% | |
| SCYBSchwab Strategic Tr | $300K | 0.1% | +2.1% |
| MSFTMicrosoft Corp | $210K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVEMAmerican Centy Etf Tr | June 30, 2022 | +85.5% | $20.3M |
| VTVanguard Intl Equity Index F | June 30, 2022 | +83.9% | $38.0M |
| AVLVAmerican Centy Etf Tr | December 31, 2022 | +81.7% | $22.5M |
| NTSXWisdomtree Tr | June 30, 2022 | +77.1% | $11.4M |
| AVUVAmerican Centy Etf Tr | March 31, 2023 | +68.5% | $19.9M |
| JPMJpmorgan Chase & Co | June 30, 2024 | +61.8% | $1.1M |
| GLDSpdr Gold Tr | September 30, 2024 | +51.6% | $322K |
| NTSIWisdomtree Tr | June 30, 2022 | +50.6% | $14.3M |
| ZIONZions Bancorporation Natl As | September 30, 2024 | +46.5% | $307K |
| MSFTMicrosoft Corp | June 30, 2022 | +45.2% | $210K |
Sold off last quarter
- RSSTReturn Stacked US Stk and Managed Futures was $6.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −4.0% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +2.6% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +1.9% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WJ Interests, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1727642&type=13F-HR&dateb=&owner=include&count=40CIK 1727642
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1727642/000175496026000670/Filed July 30, 2026 · accession 0001754960-26-000670