LJI Wealth Management, LLC
CIK 1988563
13F filing for Q2 2026・No. 3,173
- Holdings
- US$713.93M
- Quarter change
- +US$87.86M
- Entries
- 201
- Net bought (estimate)
- +US$7.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 10
- Cut 81
- Added 69
- Corporate actions 0
- Unchanged 31
Largest holdings
201 stocks worth US$713.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P TTL STK | Cut | 1,183,884 | US$194.48M | 27.24% |
| ISHARES TR0-5YR INVT GR CP | Added | 1,635,740 | US$82.39M | 11.54% |
| ISHARES TRCORE 1 5 YR USD | Added | 1,198,694 | US$57.84M | 8.10% |
| ISHARES TRFLTG RATE NT ETF | Added | 722,584 | US$36.89M | 5.17% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 80,375 | US$29.74M | 4.17% |
| FIDELITY COMWLTH TRNASDAQ COMPSIT | Cut | 244,076 | US$25.19M | 3.53% |
| ISHARES TRRUS MID CAP ETF | Cut | 192,587 | US$21.25M | 2.98% |
| QQQInvesco QQQUNIT SER 1 | Cut | 24,990 | US$18.4M | 2.58% |
| AAPLAppleCOM | Cut | 59,378 | US$17.18M | 2.41% |
| VANGUARD ADMIRAL FDS INCMIDCP 400 GRTH | Cut | 100,227 | US$14.66M | 2.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.