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LJI Wealth Management

Latest statistics and disclosures from LJI Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, SLQD, ISTB, FLOT, VTI, and represent 56.22% of LJI Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ISTB (+$57M), SLQD (+$14M), FLOT, KLAC, VO, GOOG, VUG, MBIN, NVDA, IGV.
Started 20 new stock positions in PI, MRVL, NOW, PRF, PRFZ, IWD, AMGN, QQQI, PNC, IGV. CSRE, ASTS, STLD, MDY, MBIN, FVAL, GE, C, XLV, IJR.
Reduced shares in these 10 stocks: IWM (-$26M), YYY (-$19M), ONEQ (-$14M), ITOT (-$6.2M), IVOG, PDP, DFUS, VTI, QQQ, SPY.
Sold out of its positions in ADBE, DFLV, DFIV, IDEV, JEPQ, GLD, Sangamo Biosciences, SPG, USAR, BULL.
LJI Wealth Management was a net buyer of stock by $10M.
LJI Wealth Management has $714M in assets under management (AUM), dropping by 14.03%.
Central Index Key (CIK): 0001988563

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Portfolio Holdings for LJI Wealth Management

LJI Wealth Management holds 201 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	27.2	$195M	-3%	1.2M	164.27	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	11.5	$82M	+19%	1.6M	50.37	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	8.1	$58M	+5404%	1.2M	48.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	5.2	$37M	+10%	723k	51.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.2	$30M	-3%	80k	370.04	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	3.5	$25M	-36%	244k	103.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.0	$21M		193k	110.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$18M	-4%	25k	736.41	View chart
Apple (AAPL)	2.4	$17M		59k	289.36	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	2.1	$15M	-17%	100k	146.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$11M	-69%	37k	300.45	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.3	$9.1M	-6%	32k	287.68	View chart
Eli Lilly & Co. (LLY)	1.2	$8.4M	+5%	7.0k	1199.42	View chart
JPMorgan Chase & Co. (JPM)	1.2	$8.4M		26k	327.33	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.0	$7.2M	+2%	59k	121.42	View chart
NVIDIA Corporation (NVDA)	1.0	$7.2M	+10%	36k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$6.0M	-12%	8.1k	746.75	View chart
Palantir Technologies Cl A (PLTR)	0.6	$4.5M		39k	116.67	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$4.4M	+3%	41k	106.47	View chart
Amazon (AMZN)	0.5	$3.7M	+4%	16k	238.34	View chart
Microsoft Corporation (MSFT)	0.5	$3.7M	+12%	10k	373.02	View chart
Bank of America Corporation (BAC)	0.5	$3.5M	+19%	61k	56.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.1M	+52%	8.7k	353.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.8M	+25%	50k	56.48	View chart
Meta Platforms Cl A (META)	0.4	$2.8M	+3%	4.9k	563.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.7M	-6%	3.9k	686.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M		7.4k	357.37	View chart
Boeing Company (BA)	0.3	$2.5M	+4%	12k	216.47	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$2.4M	-10%	41k	58.98	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$2.3M		26k	90.79	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$2.3M	+34%	45k	50.58	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.3	$2.2M	-3%	14k	158.25	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.1M	-28%	4.9k	433.29	View chart
Harrow Health (HROW)	0.3	$2.0M	+22%	48k	42.47	View chart
Advanced Micro Devices (AMD)	0.3	$2.0M		3.4k	580.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$2.0M		34k	58.20	View chart
Bristol Myers Squibb (BMY)	0.3	$2.0M	-9%	34k	57.62	View chart
Uber Technologies (UBER)	0.3	$1.9M	+32%	27k	72.16	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.9M		40k	47.96	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.9M	+7%	14k	136.72	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$1.8M	-13%	42k	44.36	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$1.8M	-36%	22k	81.94	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$1.8M		33k	53.61	View chart
UnitedHealth (UNH)	0.2	$1.7M	-5%	4.1k	415.64	View chart
Amplify Etf Tr Cef High Income (YYY)	0.2	$1.7M	-91%	148k	11.53	View chart
Micron Technology (MU)	0.2	$1.7M	+8%	1.5k	1154.29	View chart
Cloudflare Cl A Com (NET)	0.2	$1.7M	-2%	6.9k	245.28	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M	-2%	20k	82.64	View chart
Broadcom (AVGO)	0.2	$1.6M	+14%	4.2k	377.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.5M		30k	50.58	View chart
Kla Corp Com New (KLAC)	0.2	$1.5M	+1268%	5.0k	301.71	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	+2%	5.8k	253.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.5M	+293%	18k	80.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	+31%	2.8k	500.46	View chart
Intel Corporation (INTC)	0.2	$1.4M	-14%	9.8k	139.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.3M		2.0k	655.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.3M	-16%	19k	69.90	View chart
United Parcel Svcs CL B (UPS)	0.2	$1.3M	+17%	12k	107.50	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$1.2M	-57%	8.2k	151.72	View chart
Purecycle Technologies (PCT)	0.2	$1.2M	+17%	150k	8.11	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.2M	-13%	15k	82.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M	-11%	7.7k	158.03	View chart
Caterpillar (CAT)	0.2	$1.2M	-3%	1.1k	1065.06	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$1.1M	+36%	11k	100.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.0M	-5%	19k	55.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	+498%	12k	86.14	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$991k		13k	74.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$980k		492.00	1990.86	View chart
Oracle Corporation (ORCL)	0.1	$922k	+13%	6.3k	146.55	View chart
Costco Wholesale Corporation (COST)	0.1	$894k		956.00	935.47	View chart
Tesla Motors (TSLA)	0.1	$881k	-7%	2.1k	420.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$870k	+18%	1.8k	477.52	View chart
Boston Scientific Corporation (BSX)	0.1	$870k	+60%	20k	42.68	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$854k		9.5k	89.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$837k	+18%	1.1k	748.57	View chart
Wal-Mart Stores (WMT)	0.1	$837k	+20%	7.4k	113.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$832k	+49%	3.9k	212.79	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$805k	-25%	8.4k	95.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$790k	-16%	6.3k	124.76	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$784k	-3%	2.7k	285.58	View chart
Regions Financial Corporation (RF)	0.1	$783k		26k	30.20	View chart
Extra Space Storage (EXR)	0.1	$774k		5.3k	145.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$754k	+2%	3.1k	243.01	View chart
Merchants Bancorp Ind (MBIN)	0.1	$750k	NEW	15k	50.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$746k	+20%	977.00	763.14	View chart
Applied Materials (AMAT)	0.1	$727k		1.0k	723.00	View chart
Netflix (NFLX)	0.1	$710k	+14%	9.9k	71.40	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$679k	NEW	7.5k	90.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$677k	+25%	6.3k	107.62	View chart
Joby Aviation Common Stock (JOBY)	0.1	$674k	+23%	76k	8.92	View chart
Chevron Corporation (CVX)	0.1	$665k	+6%	4.0k	165.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$664k	+4%	18k	36.84	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$653k		1.3k	522.39	View chart
Target Corporation (TGT)	0.1	$632k	-2%	4.8k	130.61	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$629k		15k	41.82	View chart
HEICO Corporation (HEI)	0.1	$606k	-2%	1.7k	356.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$605k	-15%	16k	38.79	View chart
Walt Disney Company (DIS)	0.1	$595k	+19%	6.2k	96.25	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$594k	NEW	11k	54.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$578k	-2%	6.0k	96.58	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$567k		41k	13.71	View chart
Visa Com Cl A (V)	0.1	$565k	+25%	1.6k	343.16	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$565k	-5%	9.1k	62.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$548k	+12%	2.4k	227.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$538k	+718%	4.5k	119.52	View chart
Union Pacific Corporation (UNP)	0.1	$535k		2.0k	272.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$533k	-7%	1.8k	303.20	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$533k	+30%	3.5k	152.18	View chart
Servicenow (NOW)	0.1	$523k	NEW	5.3k	99.28	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$518k		4.4k	117.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$513k	-15%	4.9k	103.88	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$508k		3.7k	136.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$507k	-25%	7.4k	68.41	View chart
Ametek (AME)	0.1	$505k		2.1k	241.94	View chart
Advisorshares Tr Pure Us Cann Etf (MSOS)	0.1	$503k	-10%	99k	5.08	View chart
PNC Financial Services (PNC)	0.1	$502k	NEW	2.0k	246.22	View chart
SLB Com Stk (SLB)	0.1	$500k	+16%	11k	46.49	View chart
Vanguard World Health Car Etf (VHT)	0.1	$488k	-31%	1.6k	298.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$476k	NEW	2.0k	242.43	View chart
Abbvie (ABBV)	0.1	$465k	-4%	1.8k	251.62	View chart
Home Depot (HD)	0.1	$456k	-22%	1.3k	352.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$446k	-2%	1.5k	303.07	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$441k		2.3k	190.52	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$440k		4.7k	93.38	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$419k	+28%	24k	17.73	View chart
Oklo Com Cl A (OKLO)	0.1	$419k	-50%	8.0k	52.33	View chart
Wynn Resorts (WYNN)	0.1	$418k		4.3k	97.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$401k		1.7k	236.62	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$397k	-10%	7.5k	53.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$395k	-9%	2.4k	164.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$381k	-2%	14k	27.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$370k		2.7k	137.53	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$368k	-15%	5.7k	64.88	View chart
Philip Morris International (PM)	0.1	$364k	-3%	2.0k	180.89	View chart
Marvell Technology (MRVL)	0.1	$364k	NEW	1.2k	297.89	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$359k	-4%	2.8k	130.40	View chart
Cisco Systems (CSCO)	0.1	$359k	+3%	3.1k	117.45	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$359k	+11%	5.2k	69.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$355k	+30%	1.1k	334.86	View chart
Sempra Energy (SRE)	0.0	$352k		3.8k	92.71	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$351k		9.0k	38.99	View chart
Procter & Gamble Company (PG)	0.0	$350k	-13%	2.4k	146.65	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$349k	-3%	12k	29.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$347k	-18%	5.8k	59.69	View chart
Tidal Trust I Sofi Select 500 (SFY)	0.0	$342k		2.3k	148.87	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.0	$336k	-43%	12k	29.19	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$331k		4.8k	68.86	View chart
Goldman Sachs (GS)	0.0	$327k	-9%	323.00	1011.37	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$325k		4.8k	67.01	View chart
Independent Bk Corp Mich Com New (IBCP)	0.0	$325k		9.0k	36.07	View chart
International Business Machines (IBM)	0.0	$323k	+4%	1.1k	281.21	View chart
Morgan Stanley Com New (MS)	0.0	$321k	-17%	1.5k	209.04	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$320k	NEW	5.6k	56.79	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$317k		2.3k	136.31	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$315k	-11%	7.0k	45.34	View chart
Verizon Communications (VZ)	0.0	$315k		7.4k	42.34	View chart
Amgen (AMGN)	0.0	$313k	NEW	865.00	362.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$310k	-16%	4.0k	77.12	View chart
Altria (MO)	0.0	$310k		4.3k	71.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$309k	+14%	4.0k	77.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$295k	-12%	9.7k	30.49	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$293k		14k	20.37	View chart
FedEx Corporation (FDX)	0.0	$291k		930.00	313.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$288k	-40%	2.0k	146.41	View chart
Charles Schwab Corporation (SCHW)	0.0	$287k		3.1k	92.26	View chart
Mastercard Incorporated Cl A (MA)	0.0	$285k	+18%	555.00	513.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$280k	-52%	3.8k	73.40	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.0	$278k	-9%	748.00	372.03	View chart
Merck & Co (MRK)	0.0	$276k	+27%	2.1k	128.51	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$270k	-62%	5.0k	53.47	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$265k	-6%	1.4k	183.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$262k		615.00	426.50	View chart
Freeport Mcmoran CL B (FCX)	0.0	$262k		4.2k	62.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$258k		3.0k	85.50	View chart
Steel Dynamics (STLD)	0.0	$254k	NEW	1.1k	229.37	View chart
Citigroup Com New (C)	0.0	$250k	NEW	1.8k	139.95	View chart
Capital One Financial (COF)	0.0	$247k		1.2k	200.62	View chart
Impinj (PI)	0.0	$244k	NEW	1.7k	143.23	View chart
Lockheed Martin Corporation (LMT)	0.0	$234k	+37%	458.00	509.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$228k	-26%	5.7k	40.13	View chart
TSS (TSSI)	0.0	$228k	+48%	19k	12.30	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$227k	NEW	2.6k	88.86	View chart
Lowe's Companies (LOW)	0.0	$225k		1.0k	220.49	View chart
Starbucks Corporation (SBUX)	0.0	$221k	-7%	2.2k	102.19	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	0.0	$216k	NEW	7.6k	28.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$216k	-6%	1.4k	156.25	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$216k	NEW	1.4k	158.66	View chart
salesforce (CRM)	0.0	$216k	-4%	1.4k	156.66	View chart
Ecolab (ECL)	0.0	$216k		773.00	278.76	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.0	$212k		2.7k	77.57	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$211k	NEW	300.00	703.34	View chart
Ge Aerospace Com New (GE)	0.0	$210k	NEW	563.00	373.73	View chart
Humacyte (HUMA)	0.0	$210k	-2%	270k	0.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$210k	NEW	1.4k	148.31	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$207k	NEW	2.7k	77.93	View chart
Intuitive Surgical Com New (ISRG)	0.0	$206k	-50%	519.00	397.68	View chart
Abbott Laboratories (ABT)	0.0	$203k	+9%	2.2k	90.74	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$202k	NEW	3.6k	55.77	View chart
Enovix Corp (ENVX)	0.0	$66k	-51%	11k	6.07	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$26k		12k	2.29	View chart
Arrive Ai Com New (ARAI)	0.0	$6.6k		15k	0.43	View chart

Past Filings by LJI Wealth Management

SEC 13F filings are viewable for LJI Wealth Management going back to 2022

LJI Wealth Management 2026 Q2 filed July 31, 2026
LJI Wealth Management 2026 Q1 filed May 5, 2026
LJI Wealth Management 2025 Q4 filed Feb. 3, 2026
LJI Wealth Management 2025 Q3 filed Oct. 29, 2025
LJI Wealth Management 2025 Q2 filed July 31, 2025
LJI Wealth Management 2025 Q1 filed May 2, 2025
LJI Wealth Management 2024 Q4 filed Jan. 28, 2025
LJI Wealth Management 2024 Q3 filed Nov. 6, 2024
LJI Wealth Management 2024 Q2 filed Aug. 12, 2024
LJI Wealth Management 2024 Q1 filed May 15, 2024
LJI Wealth Management 2023 Q1 filed Feb. 2, 2024
LJI Wealth Management 2023 Q2 filed Feb. 2, 2024
LJI Wealth Management 2023 Q3 filed Feb. 2, 2024
LJI Wealth Management 2022 Q4 filed Jan. 2, 2024

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