LJI Wealth Management, LLC

CIK

1988563

Location

Indianapolis, IN

Portfolio Value

Small $123,805,741

Diversification

Diversified

Filing Date

Global Rank

#4,901 / 8,232 ▲ 154

Top Industry

Consumer Electronics 15.1%

3Y Alpha vs SPY

+1.1%

Period ended 2 months ago

Filed May 5, 2026 · 39d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.3%

SPY

+76.5%

Annualised alpha

+1.3%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

+0.0 pts

Top 5

40.4%

−1.5 pts

Top 10

56.8%

−2.6 pts

HHI

483

Diversified−17

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$41,212,151	24
Unclassified	18.5%	$22,856,062	5
Financial Services	12.7%	$15,712,651	14
Healthcare	11.8%	$14,641,506	12
Industrials	6.0%	$7,441,084	12
Communication Services	5.3%	$6,520,337	5
Consumer Cyclical	4.3%	$5,383,036	6
Energy	2.8%	$3,479,769	3
Consumer Defensive	2.7%	$3,346,158	6
Utilities	0.9%	$1,162,491	2
Basic Materials	0.9%	$1,053,313	3
Real Estate	0.8%	$997,183	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCT	PureCycle Technologies, Inc.	+62,630	127,930	$663,956
JOBY	Joby Aviation, Inc.	+27,025	61,100	$504,686
HROW	Harrow, Inc.	+23,400	38,700	$1,364,562
BSX	Boston Scientific Corp	+4,065	12,685	$795,983
UNH	Unitedhealth Group Inc	+1,448	4,331	$1,171,925
BAC	Bank Of America Corp /De/	+1,160	50,773	$2,475,183
UBER	Uber Technologies, Inc	+1,132	20,354	$1,464,063
QQQ	Invesco Qqq Trust, Series 1	+771	26,231	$15,140,008
AMZN	Amazon Com Inc	+724	14,922	$3,107,804
PG	PROCTER & GAMBLE Co	+663	2,754	$397,787
NFLX	Netflix Inc	+596	8,706	$837,081
AAPL	Apple Inc.	+372	59,885	$15,198,214
TSLA	Tesla, Inc.	+208	2,259	$839,783
ORCL	Oracle Corp	+205	5,555	$817,196
MSFT	Microsoft Corp	+172	8,913	$3,299,325
SPY	Spdr S&P 500 ETF Trust	+156	9,256	$6,019,547
PLTR	Palantir Technologies Inc.	+149	37,823	$5,532,748
DIS	Walt Disney Co	+127	5,192	$500,404
INTC	Intel Corp	+100	11,488	$506,965
ADBE	Adobe Inc.	+91	850	$206,618
GOOGL	Alphabet Inc.	+78	7,343	$2,111,553
BRK-B	Berkshire Hathaway Inc	+45	2,118	$1,014,945
MA	Mastercard Inc	+34	469	$234,340
HD	Home Depot, Inc.	+23	1,665	$547,601
WFC	Wells Fargo & Company/Mn	+17	20,997	$1,671,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HUMA	Humacyte, Inc.	−31,000	277,500	$168,442
TGT	Target Corp	−17,604	4,961	$601,273
SLV	iShares Silver Trust	−10,856	13,344	$909,260
BULL	Webull Corp	−7,000	10,000	$48,000
ENVX	Enovix Corp	−6,465	22,705	$117,611
HBAN	Huntington Bancshares Inc /Md/	−3,829	18,474	$289,118
JPM	Jpmorgan Chase & Co	−1,811	25,463	$7,490,196
UPS	United Parcel Service Inc	−1,602	10,355	$1,018,724
BMY	Bristol Myers Squibb Co	−1,490	37,598	$2,280,318
LLY	ELI LILLY & Co	−717	6,681	$6,144,983
SLB	Slb Limited/Nv	−700	9,255	$475,614
EXR	Extra Space Storage Inc.	−400	5,330	$698,922
MO	Altria Group, Inc.	−253	4,308	$284,284
WYNN	Wynn Resorts Ltd	−250	4,300	$436,665
CRM	Salesforce, Inc.	−151	1,441	$268,991
PM	Philip Morris International Inc.	−142	2,083	$344,403
META	Meta Platforms, Inc.	−134	4,726	$2,703,886
KLAC	Kla Corp	−134	367	$540,374
AMD	Advanced Micro Devices Inc	−133	3,434	$698,578
WMT	Walmart Inc.	−132	6,122	$760,842
XOM	Exxon Mobil Corp	−130	13,096	$2,221,867
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−93	1,537	$519,429
NVDA	Nvidia Corp	−81	32,342	$5,640,444
MU	Micron Technology Inc	−79	1,359	$459,124
AVGO	Broadcom Inc.	−53	3,632	$1,124,140
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
OKLO	Oklo Inc.	16,000	$793,440
USAR	USA Rare Earth, Inc.	39,844	$603,038
SBUX	Starbucks Corp	2,346	$210,178
GLD	Spdr Gold Trust	484	$208,260
ECL	Ecolab Inc.	773	$205,633
VRT	Vertiv Holdings Co	811	$203,220
MRK	Merck & Co., Inc.	1,688	$203,049
LMT	Lockheed Martin Corp	333	$201,261
TSSI	TSS, Inc.	12,500	$162,625
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XERS	Xeris Biopharma Holdings, Inc.	42,350	$332,447
PI	Impinj Inc	1,800	$313,218
AXP	American Express Co	591	$218,640
NVO	Novo Nordisk A S	4,239	$215,680
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 positions · $123,805,741 total · as of Mar 31, 2026

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

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	59,885	+372	$15,198,214	−6.1%	12.28%
QQQ	Invesco Qqq Trust, Series 1	Added	26,231	+771	$15,140,008	−3.2%	12.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,463	-1,811	$7,490,196	−14.8%	6.05%
LLY	ELI LILLY & Co Healthcare	Reduced	6,681	-717	$6,144,983	−22.7%	4.96%
SPY	Spdr S&P 500 ETF Trust	Added	9,256	+156	$6,019,547	−3.0%	4.86%
NVDA	Nvidia Corp Technology	Reduced	32,342	-81	$5,640,444	−6.7%	4.56%
PLTR	Palantir Technologies Inc. Technology	Added	37,823	+149	$5,532,748	−17.4%	4.47%
MSFT	Microsoft Corp Technology	Added	8,913	+172	$3,299,325	−22.0%	2.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,922	+724	$3,107,804	−5.2%	2.51%
META	Meta Platforms, Inc. Communication Services	Reduced	4,726	-134	$2,703,886	−15.7%	2.18%
BAC	Bank Of America Corp /De/ Financial Services	Added	50,773	+1,160	$2,475,183	−9.3%	2.00%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	37,598	-1,490	$2,280,318	+8.2%	1.84%
XOM	Exxon Mobil Corp Energy	Reduced	13,096	-130	$2,221,867	+39.6%	1.79%
BA	Boeing Co Industrials	Reduced	11,022	-53	$2,193,708	−8.8%	1.77%
GOOGL	Alphabet Inc. Communication Services	Added	7,343	+78	$2,111,553	−7.1%	1.71%
WFC	Wells Fargo & Company/Mn Financial Services	Added	20,997	+17	$1,671,571	−14.5%	1.35%
NET	Cloudflare, Inc. Technology	Held	7,100	0	$1,465,014	+4.7%	1.18%
UBER	Uber Technologies, Inc Technology	Added	20,354	+1,132	$1,464,063	−6.8%	1.18%
LRCX	Lam Research Corp Technology	Held	6,761	0	$1,444,555	+24.8%	1.17%
JNJ	Johnson & Johnson Healthcare	Added	5,690	+7	$1,390,863	+18.3%	1.12%
HROW	Harrow, Inc. Healthcare	Added	38,700	+23,400	$1,364,562	+82.0%	1.10%
UNH	Unitedhealth Group Inc Healthcare	Added	4,331	+1,448	$1,171,925	+23.1%	0.95%
AVGO	Broadcom Inc. Technology	Reduced	3,632	-53	$1,124,140	−11.9%	0.91%
UPS	United Parcel Service Inc Industrials	Reduced	10,355	-1,602	$1,018,724	−14.1%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,118	+45	$1,014,945	−2.6%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	961	0	$957,569	+15.5%	0.77%
SLV	iShares Silver Trust	Reduced	13,344	-10,856	$909,260	−41.7%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,259	+208	$839,783	−9.0%	0.68%
NFLX	Netflix Inc Communication Services	Added	8,706	+596	$837,081	+10.1%	0.68%
ORCL	Oracle Corp Technology	Added	5,555	+205	$817,196	−21.6%	0.66%
CAT	Caterpillar Inc Industrials	Added	1,132	+7	$801,976	+24.4%	0.65%
BSX	Boston Scientific Corp Healthcare	Added	12,685	+4,065	$795,983	−3.2%	0.64%
OKLO	Oklo Inc. Utilities	NEW	16,000	NEW	$793,440	NEW	0.64%
CVX	Chevron Corp Energy	Held	3,781	0	$782,288	+35.8%	0.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,122	-132	$760,842	+9.2%	0.61%
EXR	Extra Space Storage Inc. Real Estate	Reduced	5,330	-400	$698,922	−6.3%	0.56%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,434	-133	$698,578	−8.6%	0.56%
RF	Regions Financial Corp Financial Services	Held	25,940	0	$677,552	−3.6%	0.55%
PCT	PureCycle Technologies, Inc. Industrials	Added	127,930	+62,630	$663,956	+18.4%	0.54%
ASML	Asml Holding NV Technology	Held	492	0	$649,848	+23.5%	0.52%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	39,844	NEW	$603,038	NEW	0.49%
TGT	Target Corp Consumer Defensive	Reduced	4,961	-17,604	$601,273	−72.7%	0.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,250	0	$578,987	−3.6%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,665	+23	$547,601	−3.1%	0.44%
KLAC	Kla Corp Technology	Reduced	367	-134	$540,374	−11.2%	0.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,537	-93	$519,429	+4.9%	0.42%
INTC	Intel Corp Technology	Added	11,488	+100	$506,965	+20.6%	0.41%
JOBY	Joby Aviation, Inc. Industrials	Added	61,100	+27,025	$504,686	+12.2%	0.41%
DIS	Walt Disney Co Communication Services	Added	5,192	+127	$500,404	−13.2%	0.40%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,054	-6	$485,883	−19.1%	0.39%