§ 13F · FUND PROFILE
LJI Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $574.3T (13F)Positions · 186Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.21M | $179.7T | 27.4% | +6% |
| 2 | SLQD | ISHARES TR | 1.31M | $66.3T | 10.1% | +13% |
| 3 | ONEQ | FIDELITY COMWLTH TR | 369K | $33.7T | 5.1% | +10% |
| 4 | FLOT | ISHARES TR | 655K | $33.3T | 5.1% | +29% |
| 5 | VTI | VANGUARD INDEX FDS | 86K | $28.9T | 4.4% | +3% |
| 6 | IWM | ISHARES TR | 117K | $28.8T | 4.4% | +6% |
| 7 | YYY | AMPLIFY ETF TR | 1.71M | $19.7T | 3.0% | +14% |
| 8 | IWR | ISHARES TR | 181K | $17.5T | 2.7% | +13% |
| 9 | AAPL | APPLE INC | 60K | $16.2T | 2.5% | −1% |
| 10 | QQQ | INVESCO QQQ TR | 25K | $15.6T | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LJI SIGNAL
AC read
LJI Wealth Management, LLC is a Other fund managing $574305.8 trillion in assets. The fund runs a portfolio of 186 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed