LJI Wealth Management, LLC
CIK: 0001988563SEC EDGAR →
Portfolio Value
$656.2M
Holdings
188
As of
Q4 2025
New Positions
188
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,208,721 | $179.7M | 27.39% |
| 2 | ISHARES TR | 1,308,304 | $66.3M | 10.11% |
| 3 | FIDELITY COMWLTH TR | 368,844 | $33.7M | 5.14% |
| 4 | ISHARES TR | 655,333 | $33.3M | 5.08% |
| 5 | VANGUARD INDEX FDS | 86,323 | $28.9M | 4.41% |
| 6 | ISHARES TR | 116,909 | $28.8M | 4.39% |
| 7 | AMPLIFY ETF TR | 1,710,583 | $19.7M | 3.00% |
| 8 | ISHARES TR | 181,266 | $17.4M | 2.66% |
| 9 | APPLE INC | 59,513 | $16.2M | 2.47% |
| 10 | INVESCO QQQ TR | 25,460 | $15.6M | 2.38% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (188)
$179.7M · 1.2M shares
$66.3M · 1.3M shares
$33.7M · 369K shares
$33.3M · 655K shares
$28.9M · 86K shares
$28.8M · 117K shares
$19.7M · 1.7M shares
$17.4M · 181K shares
$16.2M · 60K shares
$15.6M · 25K shares
$14.1M · 117K shares
$8.8M · 27K shares
$8.0M · 19K shares
$8.0M · 7K shares
$7.8M · 33K shares
$6.7M · 38K shares
$6.2M · 9K shares
$6.0M · 32K shares
$5.7M · 57K shares
$5.4M · 73K shares
$4.2M · 9K shares
$3.6M · 61K shares
$3.3M · 84K shares
$3.3M · 14K shares
$3.2M · 30K shares
$3.2M · 5K shares
$3.2M · 53K shares
$2.7M · 50K shares
$2.6M · 78K shares
$2.5M · 21K shares
$2.4M · 11K shares
$2.4M · 23K shares
$2.3M · 7K shares
$2.2M · 33K shares
$2.2M · 44K shares
$2.2M · 23K shares
$2.2M · 43K shares
$2.1M · 3K shares
$2.1M · 39K shares
$2.0M · 34K shares
$2.0M · 41K shares
$2.0M · 21K shares
$1.9M · 23K shares
$1.9M · 23K shares
$1.8M · 31K shares
$1.8M · 38K shares
$1.8M · 32K shares
$1.7M · 14K shares
$1.7M · 5K shares
$1.6M · 13K shares
$1.6M · 19K shares
$1.6M · 24K shares
$1.4M · 7K shares
$1.3M · 18K shares
$1.3M · 5K shares
$1.3M · 38K shares
$1.3M · 15K shares
$1.3M · 4K shares
$1.3M · 9K shares
$1.2M · 12K shares
$1.2M · 6K shares
$1.2M · 7K shares
$1.2M · 11K shares
$1.1M · 2K shares
$1.1M · 23K shares
$1.0M · 5K shares
$1.0M · 2K shares
$1.0M · 27K shares
$951K · 3K shares
$950K · 19K shares
$922K · 2K shares
$916K · 14K shares
$828K · 961 shares
$821K · 9K shares
$787K · 1K shares
$771K · 24K shares
$771K · 29K shares
$763K · 4K shares
$760K · 8K shares
$749K · 15K shares
$746K · 6K shares
$730K · 2K shares
$702K · 26K shares
$696K · 6K shares
$680K · 2K shares
$672K · 4K shares
$662K · 3K shares
$644K · 1K shares
$630K · 27K shares
$608K · 501 shares
$607K · 3K shares
$602K · 6K shares
$600K · 1K shares
$600K · 1K shares
$587K · 42K shares
$576K · 5K shares
$576K · 4K shares
$572K · 15K shares
$566K · 2K shares
$564K · 2K shares
$560K · 65K shares
$553K · 6K shares
$547K · 10K shares
$547K · 5K shares
$545K · 6K shares
$526K · 492 shares
$525K · 10K shares
$516K · 11K shares
$510K · 4K shares
$510K · 11K shares
$508K · 2K shares
$495K · 2K shares
$460K · 1K shares
$455K · 2K shares
$453K · 4K shares
$449K · 34K shares
$447K · 2K shares
$444K · 3K shares
$438K · 8K shares
$430K · 5K shares
$428K · 2K shares
$424K · 4K shares
$421K · 2K shares
$420K · 11K shares
$412K · 2K shares
$410K · 1K shares
$408K · 5K shares
$407K · 540 shares
$407K · 7K shares
$401K · 13K shares
$386K · 22K shares
$384K · 820 shares
$382K · 2K shares
$382K · 10K shares
$379K · 1K shares
$374K · 8K shares
$373K · 3K shares
$372K · 2K shares
$369K · 9K shares
$368K · 4K shares
$356K · 2K shares
$341K · 4K shares
$335K · 4K shares
$333K · 9K shares
$333K · 2K shares
$332K · 2K shares
$332K · 42K shares
$331K · 3K shares
$330K · 10K shares
$326K · 1K shares
$316K · 5K shares
$315K · 5K shares
$313K · 2K shares
$305K · 3K shares
$304K · 13K shares
$303K · 2K shares
$302K · 14K shares
$301K · 12K shares
$299K · 341 shares
$299K · 2K shares
$298K · 1K shares
$297K · 7K shares
$296K · 309K shares
$296K · 5K shares
$295K · 2K shares
$293K · 2K shares
$292K · 9K shares
$268K · 4K shares
$268K · 930 shares
$265K · 759 shares
$264K · 1K shares
$262K · 5K shares
$254K · 2K shares
$248K · 435 shares
$246K · 1K shares
$237K · 615 shares
$235K · 828 shares
$229K · 3K shares
$223K · 2K shares
$218K · 591 shares
$215K · 4K shares
$213K · 29K shares
$211K · 4K shares
$208K · 1K shares
$141K · 30K shares
$132K · 17K shares
$50K · 12K shares
$40K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 109 | $524.5M | 79.0% |
| Unknown | 11 | $49.6M | 7.5% |
| Technology | 25 | $46.7M | 7.0% |
| Healthcare | 12 | $15.9M | 2.4% |
| Communication Services | 5 | $8.5M | 1.3% |
| Industrials | 10 | $7.2M | 1.1% |
| Consumer Cyclical | 5 | $5.6M | 0.8% |
| Energy | 3 | $2.5M | 0.4% |
| Consumer Defensive | 4 | $2.1M | 0.3% |
| Real Estate | 2 | $1.0M | 0.2% |
| Utilities | 1 | $335K | 0.1% |
| Basic Materials | 1 | $211K | 0.0% |