Institutional Manager · CIK 0001988563
LJI Wealth Management, LLC
Indianapolis, IN · File #028-23484
Latest AUM
$656.2M
Positions
190
Top-10 Concentration
75.6%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025190 pos · $656.2M
- 13F HOLDINGS REPORTQ/E Sep 2025185 pos · $572.8M
- 13F HOLDINGS REPORTQ/E Jun 2025186 pos · $574.3M
- 13F HOLDINGS REPORTQ/E Mar 2025182 pos · $502.2M
- 13F HOLDINGS REPORTQ/E Dec 2024181 pos · $507.8M
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $489.3M
- 13F HOLDINGS REPORTQ/E Jun 2024186 pos · $452.4M
- 13F HOLDINGS REPORTQ/E Mar 2024152 pos · $386.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 1,208,721 | $179.7M | 30.88% |
| 2 | ISHARES TR | 46434V100 | 1,308,304 | $66.3M | 11.40% |
| 3 | FIDELITY COMWLTH TR | 315912808 | 368,844 | $33.7M | 5.79% |
| 4 | ISHARES TR | 46429B655 | 655,333 | $33.3M | 5.73% |
| 5 | VANGUARD INDEX FDS | 922908769 | 86,323 | $28.9M | 4.97% |
| 6 | ISHARES TR | 464287655 | 116,909 | $28.8M | 4.94% |
| 7 | AMPLIFY ETF TR | 032108847 | 1,710,583 | $19.7M | 3.38% |
| 8 | ISHARES TR | 464287499 | 181,266 | $17.5M | 3.00% |
| 9 | APPLE INC | AAPL | 59,513 | $16.2M | 2.78% |
| 10 | INVESCO QQQ TR | IVZ | 25,460 | $15.6M | 2.69% |
| 11 | VANGUARD ADMIRAL FDS INC | 921932869 | 117,236 | $14.1M | 2.42% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 27,274 | $8.8M | 1.51% |
| 13 | ELI LILLY & CO | LLY | 7,398 | $8.0M | 1.37% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C623 | 33,189 | $7.8M | 1.35% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 37,674 | $6.7M | 1.15% |
| 16 | SPDR S&P 500 ETF TR | SPY | 9,100 | $6.2M | 1.07% |
| 17 | NVIDIA CORPORATION | NVDA | 32,423 | $6.0M | 1.04% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C664 | 57,218 | $5.7M | 0.98% |
| 19 | DIMENSIONAL ETF TRUST | 25434V401 | 72,939 | $5.4M | 0.93% |
| 20 | MICROSOFT CORP | MSFT | 8,741 | $4.2M | 0.73% |