Institutions / LJI Wealth Management, LLC

LJI Wealth Management, LLC

CIK 1988563 · Institution · as of Dec 31, 2025

Portfolio value

$654.66M

Positions

188

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 188 →

Company	Class	Value	Shares	% of portfolio
iShares MSCI UAE ETF	—	$179.72M	1,208,721	27.5%
iShares Tr	—	$66.33M	1,308,304	10.1%
Fidelity Comwlth Tr	—	$33.71M	368,844	5.1%
iShares Tr	—	$33.33M	655,333	5.1%
Vanguard Index Fds	—	$28.94M	86,323	4.4%
iShares Tr	—	$28.78M	116,909	4.4%
Amplify ETF Tr	—	$19.69M	1,710,583	3.0%
iShares Tr	—	$17.45M	181,266	2.7%
Apple Inc.	—	$16.18M	59,513	2.5%
Invesco Qqq Tr	—	$15.64M	25,460	2.4%
Vanguard Admiral Fds Inc	—	$14.09M	117,236	2.2%
JPMORGAN CHASE & CO	—	$8.79M	27,274	1.3%
ELI LILLY & Co	—	$7.95M	7,398	1.2%
Vanguard Scottsdale Fds	—	$7.83M	33,189	1.2%
Palantir Technologies Inc	—	$6.70M	37,674	1.0%
SPDR S&P 500 ETF Tr	—	$6.21M	9,100	0.9%
NVIDIA Corp	—	$6.05M	32,423	0.9%
Vanguard Scottsdale Fds	—	$5.69M	57,218	0.9%
Dimensional ETF Trust	—	$5.41M	72,939	0.8%
Microsoft Corp	—	$4.23M	8,741	0.6%
Dimensional ETF Trust	—	$3.62M	60,859	0.6%
Dimensional ETF Trust	—	$3.31M	83,526	0.5%
Amazon.com Inc	—	$3.28M	14,198	0.5%
iShares MSCI UAE ETF	—	$3.23M	30,252	0.5%
Vanguard Scottsdale Fds	—	$3.17M	52,813	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.