LJI Wealth Management, LLC

CIK

1988563

Location

Indianapolis, IN

Portfolio Value

Small $713,927,037

Diversification

Highly concentrated

Filing Date

Global Rank

#3,106 / 8,793 ▲ 1510 · as of Jun 2026

Top Industry

Consumer Electronics 13.4%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

136 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

58.9%

+47.4 pts

Top 5

72.9%

+31.7 pts

Top 10

80.9%

+20.9 pts

HHI

3,540

Highly concentrated+3,057

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.0%	$585,659,499	40
Technology	7.4%	$53,173,493	26
Financial Services	3.2%	$22,548,696	19
Healthcare	2.5%	$18,141,479	12
Communication Services	1.4%	$10,076,110	5
Industrials	1.4%	$9,650,515	13
Consumer Cyclical	0.8%	$5,932,771	6
Consumer Defensive	0.5%	$3,386,214	6
Energy	0.4%	$3,082,164	3
Real Estate	0.1%	$774,449	1
Utilities	0.1%	$770,752	2
Basic Materials	0.1%	$730,895	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,394,625	5,135,792	$420,279,858
PCT	PureCycle Technologies, Inc.	+22,300	150,230	$1,218,365
VB	Vanguard Morningstar Small-Cap ETF	+20,337	119,165	$36,193,661
JOBY	Joby Aviation, Inc.	+14,400	75,500	$673,460
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+11,490	44,735	$2,262,696
BAC	Bank Of America Corp /De/	+10,012	60,785	$3,463,529
HROW	Harrow, Inc.	+8,900	47,600	$2,021,572
BSX	Boston Scientific Corp	+7,699	20,384	$869,989
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+6,649	50,146	$2,832,246
UBER	Uber Technologies, Inc	+6,544	26,898	$1,940,959
TSSI	TSS, Inc.	+6,000	18,500	$227,550
HBAN	Huntington Bancshares Inc /Md/	+5,173	23,647	$419,261
KLAC	Kla Corp	+4,654	5,021	$1,514,885
NVDA	Nvidia Corp	+3,448	35,790	$7,161,221
EDV	Vanguard World Funds Extended Duration ETF	+3,116	7,569	$1,290,045
GOOGL	Alphabet Inc.	+3,013	16,064	$5,705,639
ABI	VictoryShares Pioneer Asset-Based Income ETF	+2,280	72,003	$3,916,571
UPS	United Parcel Service Inc	+1,808	12,163	$1,307,522
SLB	Slb Limited/Nv	+1,500	10,755	$499,999
WMT	Walmart Inc.	+1,265	7,387	$836,651
NFLX	Netflix Inc	+1,241	9,947	$710,215
MSFT	Microsoft Corp	+1,081	9,994	$3,727,961
DIS	Walt Disney Co	+992	6,184	$595,210
XOM	ExxonMobil Holdings Corp	+930	14,026	$1,917,634
AMZN	Amazon Com Inc	+736	15,658	$3,731,927
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AIEQ	Amplify AI Powered Equity ETF	−1,631,445	148,139	$1,708,042
ONEQ	Fidelity Nasdaq Composite Index ETF	−139,240	244,076	$25,193,524
DCOR	Dimensional US Core Equity 1 ETF	−48,470	140,839	$7,520,118
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−21,380	102,979	$15,022,070
AADR	AdvisorShares Dorsey Wright ADR ETF	−12,050	98,970	$502,767
ENVX	Enovix Corp	−11,805	10,900	$66,163
AAAA	Amplius Aggressive Asset Allocation ETF	−8,802	11,504	$335,801
SLV	iShares Silver Trust	−8,300	5,044	$269,702
HUMA	Humacyte, Inc.	−8,000	269,500	$210,210
OKLO	Oklo Inc.	−8,000	8,000	$418,640
BNDW	Vanguard Total World Bond ETF	−5,497	165,363	$20,639,152
BIV	Vanguard Intermediate-Term Bond ETF	−3,630	7,779	$588,898
BMY	Bristol Myers Squibb Co	−3,592	34,006	$1,959,425
BKF	iShares MSCI BIC ETF	−2,600	7,412	$507,054
LRCX	Lam Research Corp	−1,905	4,856	$2,104,250
INTC	Intel Corp	−1,700	9,788	$1,366,698
—		−1,311	1,965	$287,695
VEU	Vanguard FTSE All-World Ex-US ETF	−1,311	5,819	$347,336
ACSG	American Century Small Cap Growth Insights ETF	−1,283	6,328	$789,481
QQQ	Invesco Qqq Trust, Series 1	−1,241	24,990	$18,402,636
SPY	Spdr S&P 500 ETF Trust	−1,203	8,053	$6,013,738
VIGI	Vanguard International Dividend Appreciation ETF	−1,036	12,361	$1,648,906
WFC	Wells Fargo & Company/Mn	−566	20,431	$1,688,417
ISRG	Intuitive Surgical Inc	−535	519	$206,395
AAPL	Apple Inc.	−507	59,378	$17,181,618
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
MBIN	Merchants Bancorp	15,000	$750,000
NOW	ServiceNow, Inc.	5,270	$523,205
PNC	Pnc Financial Services Group, Inc.	2,039	$502,042
MRVL	Marvell Technology, Inc.	1,221	$363,723
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	5,633	$319,898
AMGN	Amgen Inc	865	$313,233
STLD	Steel Dynamics Inc	1,106	$253,782
C	Citigroup Inc	1,789	$250,388
PI	Impinj Inc	1,700	$243,491
ASTS	AST SpaceMobile, Inc.	2,550	$226,593
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	7,620	$216,255
MDY	Spdr S&P Midcap 400 ETF Trust	300	$211,002
GE	General Electric Co	563	$210,409
CVY	Invesco Zacks Multi-Asset Income ETF	3,625	$202,166
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
USAR	USA Rare Earth, Inc.	39,844	$603,038
SPG	Simon Property Group Inc.	1,599	$298,261
GLD	Spdr Gold Trust	484	$208,260
ADBE	Adobe Inc.	850	$206,618
BULL	Webull Corp	10,000	$48,000
SGMOQ	Sangamo Therapeutics, Inc	19,460	$4,865
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $713,927,037 total · filing declares 201 positions · $713,927,331 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	5,135,792	+1,394,625	$420,279,858	—	58.87%
VB	Vanguard Morningstar Small-Cap ETF	Added	119,165	+20,337	$36,193,661	+17.6%	5.07%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	244,076	-139,240	$25,193,524	−22.6%	3.53%
BNDW	Vanguard Total World Bond ETF	Reduced	165,363	-5,497	$20,639,152	+13.3%	2.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,990	-1,241	$18,402,636	+21.5%	2.58%
AAPL	Apple Inc. Technology	Reduced	59,378	-507	$17,181,618	+13.1%	2.41%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	102,979	-21,380	$15,022,070	−3.2%	2.10%
LLY	ELI LILLY & Co Healthcare	Added	7,026	+345	$8,427,195	+37.1%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,675	+212	$8,404,197	+12.2%	1.18%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	140,839	-48,470	$7,520,118	−18.0%	1.05%
NVDA	Nvidia Corp Technology	Added	35,790	+3,448	$7,161,221	+27.0%	1.00%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	56,240	+413	$6,039,463	+18.3%	0.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,053	-1,203	$6,013,738	−0.1%	0.84%
GOOGL	Alphabet Inc. Communication Services	Added	16,064	+3,013	$5,705,639	+52.2%	0.80%
PLTR	Palantir Technologies Inc. Technology	Added	38,498	+675	$4,491,561	−18.8%	0.63%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	72,003	+2,280	$3,916,571	+0.6%	0.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,658	+736	$3,731,927	+20.1%	0.52%
MSFT	Microsoft Corp Technology	Added	9,994	+1,081	$3,727,961	+13.0%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	60,785	+10,012	$3,463,529	+39.9%	0.49%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	50,146	+6,649	$2,832,246	+15.1%	0.40%
META	Meta Platforms, Inc. Communication Services	Added	4,883	+157	$2,750,545	+1.7%	0.39%
BA	Boeing Co Industrials	Added	11,495	+473	$2,488,322	+13.4%	0.35%
FBCG	Fidelity Blue Chip Growth ETF	Added	31,978	+585	$2,272,470	+20.6%	0.32%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	44,735	+11,490	$2,262,696	+34.5%	0.32%
LRCX	Lam Research Corp Technology	Reduced	4,856	-1,905	$2,104,250	+45.7%	0.29%
HROW	Harrow, Inc. Healthcare	Added	47,600	+8,900	$2,021,572	+48.1%	0.28%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,414	-20	$1,983,226	+183.9%	0.28%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	34,006	-3,592	$1,959,425	−14.1%	0.27%
UBER	Uber Technologies, Inc Technology	Added	26,898	+6,544	$1,940,959	+32.6%	0.27%
		Added	40,336	+100	$1,934,917	+0.5%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Added	14,026	+930	$1,917,634	−13.7%	0.27%
STT	State Street Corp Financial Services	Added	33,006	+500	$1,769,451	+10.3%	0.25%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,114	-217	$1,709,901	+45.9%	0.24%
AIEQ	Amplify AI Powered Equity ETF	Reduced	148,139	-1,631,445	$1,708,042	−91.3%	0.24%
MU	Micron Technology Inc Technology	Added	1,479	+120	$1,707,194	+271.8%	0.24%
NET	Cloudflare, Inc. Technology	Reduced	6,900	-200	$1,692,432	+15.5%	0.24%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	20,431	-566	$1,688,417	+1.0%	0.24%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	12,361	-1,036	$1,648,906	−3.2%	0.23%
AFK	VanEck Africa Index ETF	Reduced	2,753	-102	$1,593,337	+43.3%	0.22%
AVGO	Broadcom Inc. Technology	Added	4,157	+525	$1,570,306	+39.7%	0.22%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	30,004	+531	$1,517,602	+3.2%	0.21%
KLAC	Kla Corp Technology	Added	5,021	+4,654	$1,514,885	+180.3%	0.21%
JNJ	Johnson & Johnson Healthcare	Added	5,826	+136	$1,479,629	+6.4%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,788	+670	$1,395,087	+37.5%	0.20%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	18,094	-357	$1,368,484	+16.4%	0.19%
INTC	Intel Corp Technology	Reduced	9,788	-1,700	$1,366,698	+169.6%	0.19%
UPS	United Parcel Service Inc Industrials	Added	12,163	+1,808	$1,307,522	+28.3%	0.18%
EDV	Vanguard World Funds Extended Duration ETF	Added	7,569	+3,116	$1,290,045	+33.2%	0.18%
PCT	PureCycle Technologies, Inc. Industrials	Added	150,230	+22,300	$1,218,365	+83.5%	0.17%
CAT	Caterpillar Inc Industrials	Reduced	1,090	-42	$1,160,741	+44.7%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.