13F Insight
DOSSIER · 13F-HR · Q1 2026

LJI Wealth Management, LLC

$626M in tracked AUM across 194 positions as of Q1 2026.

LW
CIK 0001988563 · last filed Mar 31, 2026
Total AUM
$626M
as of Q1 2026
Holdings
194
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$344M▲ 8.6%
180 positionsLocked
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