§ 13F · FUND PROFILE
LJI Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $573M (13F)Positions · 185Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.22M | $174M | 27.8% | +1% |
| 2 | SLQD | ISHARES TR | 1.37M | $69M | 11.0% | +5% |
| 3 | FLOT | ISHARES TR | 651K | $33M | 5.3% | −1% |
| 4 | ONEQ | FIDELITY COMWLTH TR | 383K | $33M | 5.2% | +4% |
| 5 | IWM | ISHARES TR | 122K | $30M | 4.8% | +4% |
| 6 | VTI | VANGUARD INDEX FDS | 83K | $27M | 4.3% | −4% |
| 7 | YYY | AMPLIFY ETF TR | 1.78M | $20M | 3.1% | +4% |
| 8 | IWR | ISHARES TR | 194K | $19M | 3.0% | +7% |
| 9 | AAPL | APPLE INC | 60K | $15M | 2.4% | +1% |
| 10 | IVOG | VANGUARD ADMIRAL FDS INC | 121K | $15M | 2.4% | +4% |
§ 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 $573 million in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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