WJ Interests, LLC reported 6 positions worth $2.92M for the quarter ended Sep 30, 2026, up 21.8% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 0. Its largest holding is Jpmorgan Chase & Co at 39.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PB Prosperity Bancshares Inc | +8,148 | – | $539.48K | 18.49% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PB Prosperity Bancshares Inc | +8,148 | $539.48K | 18.49% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 3,498 | $1.16M | 39.65% | 0 | 0.0% | Unchanged | 0% |
| 2 | PB Prosperity Bancshares Inc | Financial Services | 8,148 | $539.48K | 18.49% | +8,148 | – | New | 0.01% |
| 3 | GLD Spdr Gold Trust | Financial Services | 875 | $333.24K | 11.42% | 0 | 0.0% | Unchanged | 0% |
| 4 | IBM International Business Machines Corp | Technology | 1,462 | $321.54K | 11.02% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 563 | $288.76K | 9.89% | 0 | 0.0% | Unchanged | 0% |
| 6 | ZION Zions Bancorporation, National Association | Financial Services | 4,439 | $278.10K | 9.53% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at WJ Interests.
As of its Q3 2026 13F filing, WJ Interests, LLC’s five largest positions were Jpmorgan Chase & Co (JPM) at 39.7%, Prosperity Bancshares Inc (PB) at 18.5%, Spdr Gold Trust (GLD) at 11.4%, International Business Machines Corp (IBM) at 11.0%, Microsoft Corp (MSFT) at 9.9% of the reported portfolio.
WJ Interests, LLC reported a 13F portfolio worth $2.92M across 6 positions for Q3 2026. That is up 21.8% from the previous quarter.
Its largest purchases by value were Prosperity Bancshares Inc ($539.48K). It opened 1 new positions.
From the Form 13F-HR reports WJ Interests, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.