WJ Interests, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$260.4M
Holdings
20
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RSSB
Return Stacked Stock and Bond
Q4 2025: Exited (was 1.61M shares)
17.0%
02
$VT
Vanguard Total World Stock
Q4 2025: Exited (was 319.4k shares)
16.0%
03
$NTSI
WisdomTree Intl Efficient Core
Q4 2025: Exited (was 702.1k shares)
11.6%
04
$NTSX
WisdomTree U.S. Efficient Core Fund
Q4 2025: Exited (was 497.0k shares)
9.9%
05
$AVUV
Avantis US Small Value ETF
Q4 2025: Exited (was 212.7k shares)
8.9%
06
$AVEM
Avantis Emerging Mkts
Q4 2025: Exited (was 270.7k shares)
8.0%
07
$TLT
iShares Long Term Treasury Bond ETF
Q4 2025: Exited (was 160.6k shares)
5.9%
08
$DSCO
Doubleline Securitized Credit ETF
Held since at least Q1 2024
5.8%
09
$AVLV
Avantis US Large Cap Value ETF
Q4 2025: Exited (was 189.5k shares)
5.5%
10
$ROMO
Strat Shares Newfound/Resolve Momentum ETF
Q4 2025: Exited (was 445.7k shares)
5.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.