Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LJI Wealth Management, LLC (CIK 1988563) reported $626.1M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($174.0M, 27.79%), SLQD ($69.1M, 11.03%), FLOT ($33.2M, 5.30%), ONEQ ($32.5M, 5.20%), IWM ($30.3M, 4.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $174.0M | 27.79% | 1.2M | Added |
| 2 | SLQD | ISHARES TR | $69.1M | 11.03% | 1.4M | Added |
| 3 | FLOT | ISHARES TR | $33.2M | 5.30% | 651,459 | Trimmed |
| 4 | ONEQ | FIDELITY COMWLTH TR | $32.5M | 5.20% | 383,316 | Added |
| 5 | IWM | ISHARES TR | $30.3M | 4.84% | 122,099 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $26.7M | 4.26% | 83,115 | Trimmed |
| 7 | YYY | AMPLIFY ETF TR | $19.6M | 3.14% | 1.8M | Added |
| 8 | IWR | ISHARES TR | $18.9M | 3.02% | 194,469 | Added |
| 9 | AAPL | APPLE INC | $15.2M | 2.43% | 59,885 | Added |
| 10 | IVOG | VANGUARD ADMIRAL FDS INC | $15.2M | 2.43% | 121,489 | Added |
| 11 | QQQ | INVESCO QQQ TR | $15.1M | 2.42% | 26,231 | Added |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | $7.7M | 1.23% | 33,733 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $7.5M | 1.20% | 25,463 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $6.1M | 0.98% | 6,681 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 0.96% | 9,256 | Added |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | $5.8M | 0.93% | 57,868 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $5.6M | 0.90% | 32,342 | Trimmed |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $5.5M | 0.88% | 37,823 | Added |
| 19 | SUB | ISHARES TR | $4.3M | 0.68% | 40,015 | Added |
| 20 | MSFT | MICROSOFT CORP | $3.3M | 0.53% | 8,913 | Added |
| 21 | AMZN | AMAZON COM INC | $3.1M | 0.50% | 14,922 | Added |
| 22 | META | META PLATFORMS INC | $2.7M | 0.43% | 4,726 | Trimmed |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $2.7M | 0.43% | 45,498 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $2.5M | 0.40% | 4,164 | Added |
| 25 | BAC | BANK AMERICA CORP | $2.5M | 0.40% | 50,773 | Added |
Source: SEC Form 13F filings · as of 2026-03-31