LJI Wealth Management, LLC: 13F holdings
CIK 19885632026Q2
| Positions | 201 |
|---|
| Reported value | $713.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 201 (+10 vs prior quarter) |
|---|
| Reported value | $713.9m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 1,183,884 | $194.5m | 27.2% |
| SLQD ISHARES TR | 1,635,740 | $82.4m | 11.5% |
| ISTB ISHARES TR | 1,198,694 | $57.8m | 8.1% |
| FLOT ISHARES TR | 722,584 | $36.9m | 5.2% |
| VTI VANGUARD INDEX FDS | 80,375 | $29.7m | 4.2% |
| ONEQ FIDELITY COMWLTH TR | 244,076 | $25.2m | 3.5% |
| IWR ISHARES TR | 192,587 | $21.2m | 3.0% |
| QQQ INVESCO QQQ TR | 24,990 | $18.4m | 2.6% |
| AAPL APPLE INC | 59,378 | $17.2m | 2.4% |
| IVOG VANGUARD ADMIRAL FDS INC | 100,227 | $14.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1988563")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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