LJI Wealth Management, LLC
CIK 0001988563 · INDIANAPOLIS, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$713.9M
2026 Q2
Positions
201
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ITOT
ISHARES TR
27.2%
SLQD
ISHARES TR
11.5%
ISTB
ISHARES TR
8.1%
FLOT
ISHARES TR
5.2%
VTI
VANGUARD INDEX FDS
4.2%
ONEQ
FIDELITY COMWLTH TR
3.5%
IWR
ISHARES TR
3.0%
QQQ
INVESCO QQQ TR
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.