LJI Wealth Management, LLC
Top Portfolio Positions
94 positions ·
$123,567,396 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
59,885 | $15,198,214 | 12.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,231 | $15,140,008 | 12.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,463 | $7,490,196 | 6.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,681 | $6,144,983 | 4.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,256 | $6,019,547 | 4.87% | |
| NVDA |
Nvidia Corp
Technology
|
32,342 | $5,640,444 | 4.56% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
37,823 | $5,532,748 | 4.48% | |
| MSFT |
Microsoft Corp
Technology
|
8,913 | $3,299,325 | 2.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,922 | $3,107,804 | 2.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,726 | $2,703,886 | 2.19% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ARAI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,225 | 15,340 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,344 | 15,340 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $55,837 | 15,340 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $174,370 | 14,929 | Shares | Sole | 2025-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||