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Filers›Hedge Fund›LJI Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

LJI Wealth Management, LLC

LJI Wealth's hedge fund based in Stamford, CT — $626M in tracked AUM across 194 positions as of Q1 2026.

LW
LJI Wealth·Stamford, CT·Hedge Fund
CIK 0001988563 · last filed Mar 31, 2026
Total AUM
$626M
▼ 16.9%
vs prior
Holdings
194
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LJI Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$174M1.2M27.8%
02
SLQD
ISHARES TR
$69M1.4M11.0%
03
FLOT
ISHARES TR
$33M651K5.3%
04
ONEQ
FIDELITY COMWLTH TR
$33M383K5.2%
05
IWM
ISHARES TR
$30M122K4.8%
06
VTI
VANGUARD INDEX FDS
$27M83K4.3%
07
YYY
AMPLIFY ETF TR
$20M1.8M3.1%
08
IWR
ISHARES TR
$19M194K3.0%
09
AAPL
APPLE INC
$15M60K2.4%
10
IVOG
VANGUARD ADMIRAL FDS INC
$15M121K2.4%

Filing history

Filing history loading…
AI Agent · grounded in LJI
haiku-4-5 · 194 positions indexed
Sector mix
  • Tech5%
  • Financials27%
  • Health Care12%
  • Cons. Disc.8%
  • Industrials10%
  • Energy44%
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