account_balance

Investment manager · 13F filer · SEC CIK 1988563

LJI Wealth Management, LLC

Reported value$712Mas of Sep 30, 2026
Positions195 16 new, 22 sold out
Top 10 weight71.3%ITOT alone is 28%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 28.1% Held
SLQD iShares Tr 11.5% Held
ISTB iShares Tr 8.5% Added +6%
FLOT iShares Tr 5.1% Held
VTI Vanguard Index FDS 4.2% Held
ONEQ Fidelity Comwlth Tr 3.7% Added +2%
IWR iShares Tr 3.0% Added +3%
AAPL Apple Inc. 2.8% Held
QQQ Invesco QQQ Tr 2.5% Held
IVOG Vanguard Admiral FDS Inc 2.0% Held
IWM iShares Tr 1.4% Trimmed −4%
JPM JPMorgan Chase & Co 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
  • QQQI +580%
  • MUB +136%
  • VTEB +28%
  • SHM +17%
arrow_downwardTrimmed
remove_circleSold out
  • DFUS $1.83M
  • DFUV $1.03M
  • IVLU $629K
  • DFSV $605K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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