LJI Wealth Management, LLC

Est. AUM

$626.1M

13F long equity, this entity only

Positions

194

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$174.0M	1221359	27.79%	SOLE
2	ISHARES TR	0-5YR INVT GR CP	$69.1M	1367626	11.03%	SOLE
3	ISHARES TR	FLTG RATE NT ETF	$33.2M	651459	5.30%	SOLE
4	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$32.5M	383316	5.20%	SOLE
5	ISHARES TR	RUSSELL 2000 ETF	$30.3M	122099	4.84%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$26.7M	83115	4.26%	SOLE
7	AMPLIFY ETF TR	CEF HIGH INCOME	$19.6M	1779584	3.14%	SOLE
8	ISHARES TR	RUS MID CAP ETF	$18.9M	194469	3.02%	SOLE
9	APPLE INC	COM	$15.2M	59885	2.43%	SOLE
10	VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$15.2M	121489	2.43%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$15.1M	26231	2.42%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$7.7M	33733	1.23%	SOLE
13	JPMORGAN CHASE & CO	COM	$7.5M	25463	1.20%	SOLE
14	ELI LILLY & CO	COM	$6.1M	6681	0.98%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.0M	9256	0.96%	SOLE
16	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$5.8M	57868	0.93%	SOLE
17	NVIDIA CORPORATION	COM	$5.6M	32342	0.90%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$5.5M	37823	0.88%	SOLE
19	ISHARES TR	SHRT NAT MUN ETF	$4.3M	40015	0.68%	SOLE
20	MICROSOFT CORP	COM	$3.3M	8913	0.53%	SOLE
21	AMAZON COM INC	COM	$3.1M	14922	0.50%	SOLE
22	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.7M	45498	0.43%	SOLE
23	META PLATFORMS INC	CL A	$2.7M	4726	0.43%	SOLE
24	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.5M	35203	0.40%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	4164	0.40%	SOLE
26	BANK AMERICA CORP	COM	$2.5M	50473	0.39%	SOLE
27	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$2.3M	19199	0.37%	SOLE
28	BRISTOL-MYERS SQUIBB CO	COM	$2.3M	37598	0.36%	SOLE
29	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.3M	39832	0.36%	SOLE
30	EXXON MOBIL CORP	COM	$2.2M	13096	0.35%	SOLE
31	BOEING CO	COM	$2.2M	11022	0.35%	SOLE
32	ALPHABET INC	CAP STK CL A	$2.1M	7343	0.34%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	25621	0.32%	SOLE
34	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.0M	33761	0.32%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	40236	0.31%	SOLE
36	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.9M	48023	0.30%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	14280	0.29%	SOLE
38	ISHARES TR	ULTRA SHORT DUR	$1.7M	33245	0.27%	SOLE
39	WELLS FARGO & CO	COM	$1.7M	20997	0.27%	SOLE
40	ALPHABET INC	CAP STK CL C	$1.6M	5708	0.26%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.6M	32506	0.26%	SOLE
42	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	29473	0.23%	SOLE
43	CLOUDFLARE INC	CL A COM	$1.5M	7100	0.23%	SOLE
44	UBER TECHNOLOGIES INC	COM	$1.5M	20354	0.23%	SOLE
45	LAM RESEARCH CORP	COM NEW	$1.4M	6761	0.23%	SOLE
46	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	22307	0.22%	SOLE
47	JOHNSON & JOHNSON	COM	$1.4M	5690	0.22%	SOLE
48	HARROW INC	COM	$1.4M	38700	0.22%	SOLE
49	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4655	0.21%	SOLE
50	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	8687	0.21%	SOLE

1–50 of 194

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.