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WJ Interests, LLC
WJ Interests, LLC is an independent, fee-only investment adviser and wealth management firm headquartered in Sugar Land, TX. The firm was founded in 1996 and provides comprehensive financial planning and investment management services to individuals, families, and businesses. Staffed entirely by CERTIFIED FINANCIAL PLANNER® Professionals, they serve clients seeking unbiased, personalized advice with a focus on long-term relationships. WJ Interests is distinguished by its fee-only structure, meaning no commissions are accepted, and their best interest standard. As of 2025, it manages around $215 million in assets and caters primarily to clients with at least $1.5 million in investable assets.
Investment Strategy
WJ Interests, LLC employs a comprehensive, fee-only planning approach centered on the client's best interests. The firm focuses on delivering unbiased, objective financial advice and construct portfolios covering global equities and diversified asset classes. Their primary investment vehicles are ETFs, chosen for diversification, transparency, and cost-effectiveness. The firm eschews commissions or product-based compensation, building portfolios aligned with clients' personal risk profiles, goals, and timelines. A typical allocation includes broad-market and factor-based funds for strategic diversification, emphasizing prudent risk management and long-term growth.
Latest 13F Filing Activity
WJ Interests, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 24 equity positions with a total 13F market value of $248M. The fund increased holdings in Ishares TR, American Centy Etf TR, Tidal Trust II among other positions. WJ Interests, LLC reduced exposure to Simplify Exchange Traded Fun, American Centy Etf TR, Wisdomtree TR among others.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSSB | TIDAL TRUST II | 18.30% | $45.3M | 1,608,082 | $22.46 | $28.18 | +$546.7K |
V VT | VANGUARD INTL EQUITY INDEX F | 17.78% | $44.0M | 319,408 | $91.66 | $137.80 | -$1.3M |
N NTSI | WISDOMTREE TR | 12.12% | $30.0M | 702,092 | $31.11 | $42.75 | +$170.8K |
N NTSX | WISDOMTREE TR | 10.82% | $26.8M | 497,033 | $33.54 | $53.92 | -$2.6M |
A AVUV | AMERICAN CENTY ETF TR | 8.55% | $21.2M | 212,681 | $84.71 | $99.53 | +$4.1M |
Industry Allocation
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