WJ Interests, LLC

RIA/Wealth

WJ Interests, LLC is a RIA/Wealth based in Sugar Land, TX led by Jared William Jameson, reporting $553.0M in AUM as of Q3 2025 with 98% ETF concentration, 95% concentrated in top 10 holdings, and 18% allocation to RSSB.

CEOJared William Jameson

Portfolio Value: $247.6M
Positions: 25
Top Holding: RSSB at 18.3%
Last Reported: Q3 2025

Address2333 Town Center Drive, Suite 100, Sugar Land, TX, 77478-4175, United States

Top Holdings

Largest long holdings in WJ Interests, LLC's portfolio (95.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Return Stacked Global Stocks & Bonds RSSB	ETF ETF	$45.3M	18.30%	-$2.8M Sold	— 1.6M shares	Q4 2023 Held for 1y 11m
2 Vanguard Total World Stock VT	ETF ETF	$44.0M	17.78%	-$4.5M Sold	— 319.4K shares	Q2 2022 Held for 3y 5m
3 NTSI WisdomTree International Efficient Core Fund NTSI	ETF ETF	$30.0M	12.12%	-$1.1M Sold	— 702.1K shares	Q2 2022 Held for 3y 5m
4 NTSX WisdomTree U.S. Efficient Core Fund NTSX	ETF ETF	$26.8M	10.82%	-$4.9M Sold	— 497.0K shares	Q2 2022 Held for 3y 5m
5 Avantis U.S. Small Cap Value AVUV	ETF ETF	$21.2M	8.55%	+$2.6M Bought	— 212.7K shares	Q1 2023 Held for 2y 8m
6 Avantis Emerging Markets Equity AVEM	ETF ETF	$20.3M	8.21%	-$1.7M Sold	— 270.7K shares	Q2 2022 Held for 3y 5m
7 Strategy Shares Newfound/ReSolve Robust Momentum ROMO	ETF ETF	$15.0M	6.05%	+$152.8K Bought	— 445.7K shares	Q2 2022 Held for 3y 5m
8 iShares 20+ Year Treasury Bond TLT	ETF ETF	$14.4M	5.80%	+$14.4M New	— 160.6K shares	Q3 2025 Held for 2 months
9 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$13.7M	5.53%	-$3.8M Sold	— 189.5K shares	Q4 2022 Held for 2y 11m
10 Return Stacked U.S. Stocks & Managed Futures RSST	ETF ETF	$5.5M	2.22%	+$571.9K Bought	— 207.3K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WJ Interests, LLC's latest filing

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Market Value

$247.6M

Prior: $229.9M

Q/Q Change

+7.68%

+$17.7M

Net Flows % of MV

+0.461%

Turnover Ratio

7.93%

New Purchases

2 stocks

$16.4M

Added To

5 stocks

+$3.6M

Sold Out Of

0 stocks

Reduced Holdings

6 stocks

-$18.9M

Increased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	New	0 → 160.6K +$14.4M
2 RSSY Return Stacked U.S. Stocks & Futures Yield RSSY	New	0 → 103.8K +$2.1M
3 Avantis U.S. Small Cap Value AVUV	+13.7%	187.1K → 212.7K +$2.6M
4 Return Stacked U.S. Stocks & Managed Futures RSST	+11.64%	185.7K → 207.3K +$571.9K
5 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	+10.45%	30.1K → 33.2K +$316.8K

Decreased Positions

Position	Shares Δ	Change
1 AVLV Avantis U.S. Large Cap Value AVLV	-21.94%	242.8K → 189.5K −$3.8M
2 NTSX WisdomTree U.S. Efficient Core Fund NTSX	-15.36%	587.2K → 497.0K −$4.9M
3 Vanguard Total World Stock VT	-9.34%	352.3K → 319.4K −$4.5M
4 Avantis Emerging Markets Equity AVEM	-7.78%	293.5K → 270.7K −$1.7M
5 Return Stacked Global Stocks & Bonds RSSB	-5.86%	1.7M → 1.6M −$2.8M

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Analytics

Portfolio insights and performance metrics for WJ Interests, LLC

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Sector Allocation

ETF

97.90%

Financial Services

0.90%

Technology

0.80%

Consumer Defensive

0.20%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

1.20%

Large Cap ($10B - $200B)

0.25%

Mid Cap ($2B - $10B)

0.22%

Small Cap ($300M - $2B)

0.34%

N/A (ETF or Unknown)

98.00%

Portfolio Concentration

Top 10 Holdings %

95.38%

Top 20 Holdings %

99.44%

Top 50 Holdings %

100.0%

Top 100 Holdings %