LJI Wealth Management, LLC

CIK

1988563

Location

Indianapolis, IN

Portfolio Value

Micro $1,053,313

Diversification

Diversified

Filing Date

Global Rank

#5,248 / 8,586 ▲ 36

Top Industry

Consumer Electronics 15.1%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed May 5, 2026 · 42d

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

+83.7%

SPY

+78.1%

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

3 positions · $1,053,313 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
USAR	USA Rare Earth, Inc. Basic Materials	NEW	39,844	NEW	$603,038	NEW	57.25%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	4,162	0	$244,642	+15.7%	23.23%
ECL	Ecolab Inc. Basic Materials	NEW	773	NEW	$205,633	NEW	19.52%