13F Insight
DOSSIER · 13F-HR · Q2 2026

LJI Wealth Management, LLC

$714M in tracked AUM across 201 positions as of Q2 2026.

LW
CIK 0001988563 · last filed Jun 30, 2026
Total AUM
$714M
as of Q2 2026
Holdings
201
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LJI Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$194M1.2M27.2%02
SLQD
ISHARES TR
$82M1.6M11.5%03
ISTB
ISHARES TR
$58M1.2M8.1%04
FLOT
ISHARES TR
$37M723K5.2%05
VTI
VANGUARD INDEX FDS
$30M80K4.2%06
ONEQ
FIDELITY COMWLTH TR
$25M244K3.5%07
IWR
ISHARES TR
$21M193K3.0%08
QQQ
INVESCO QQQ TR
$18M25K2.6%09
AAPL
APPLE INC
$17M59K2.4%10
IVOG
VANGUARD ADMIRAL FDS INC
$15M100K2.1%

Filing history

2026Q2Jun 30
$714M▲ 14.0%
201 positionsView →2026Q1Mar 31
$626M▼ 4.6%
194 positionsView →2025Q4Dec 31
$656M▲ 14.6%
190 positionsView →2025Q3Sep 30
$573M▼ 0.3%
185 positionsView →2025Q2Jun 30
$574M▲ 14.4%
186 positionsLocked2025Q1Mar 31
$502M▼ 1.1%
182 positionsLocked2024Q4Dec 31
$508M▲ 3.8%
181 positionsLocked2024Q3Sep 30
$489M▲ 8.2%
194 positionsLocked2024Q2Jun 30
$452M▲ 17.0%
186 positionsLocked2024Q1Mar 31
$387M▲ 0.1%
152 positionsLocked2023Q4Dec 31
$386M▲ 11.1%
170 positionsLocked2023Q3Sep 30
$347M▲ 1.1%
162 positionsLocked
Showing 12 of 15