LJI Wealth Management, LLC — 13F holdings

LJI Wealth Management, LLC reported 201 holdings worth $714M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

  1. ITOT ISHARES TR — $194M (27.2%)
  2. SLQD ISHARES TR — $82.4M (11.5%)
  3. ISTB ISHARES TR — $57.8M (8.1%)
  4. FLOT ISHARES TR — $36.9M (5.2%)
  5. VTI VANGUARD INDEX FDS — $29.7M (4.2%)
  6. ONEQ FIDELITY COMWLTH TR — $25.2M (3.5%)
  7. IWR ISHARES TR — $21.2M (3.0%)
  8. QQQ Invesco Qqq Tr — $18.4M (2.6%)
  9. AAPL APPLE INC — $17.2M (2.4%)
  10. IVOG VANGUARD ADMIRAL FDS INC — $14.7M (2.1%)