LJI Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LJI Wealth Management, LLC 13F Holdings
CIK 0001988563 · Indianapolis, IN
As of Sep 30, 2025, LJI Wealth Management, LLC reported
180 positions worth $572.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,142,723 |
|
66.4M29.06% |
| Ishares Tr | — | — | 1,153,274 | $58.6M | 10.23% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 336,292 | $30.0M | 5.23% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 83,743 | $27.5M | 4.80% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 109,862 | $26.6M | 4.64% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 506,209 | $25.9M | 4.51% |
| AMPLIFY HIGH INCOME ETF | YYY | — | 1,498,738 |
7.7M | 3.09% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 160,079 |
5.5M | 2.70% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 25,509 |
5.3M | 2.67% |
| APPLE INC | AAPL | Technology | 59,816 |
5.2M | 2.66% |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND | IVOG | — | 112,236 |
3.4M | 2.34% |
| VANGUARD SCOTTSDALE FDS | — | — | 37,211 | $8.7M | 1.52% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 25,074 | $7.9M | 1.38% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 38,874 | $7.1M | 1.24% |
| NVIDIA CORP | NVDA | Technology | 33,139 | $6.2M | 1.08% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 58,716 | $5.7M | 1.00% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,467 | $5.6M | 0.98% |
| ELI LILLY & CO | LLY | Healthcare | 7,361 | $5.6M | 0.98% |
| MICROSOFT CORP | MSFT | Technology | 8,494 | $4.4M | 0.77% |
| META PLATFORMS INC | META | Communication Services | 4,409 | $3.2M | 0.57% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 29,211 | $3.1M | 0.54% |
| AMAZON.COM INC | AMZN | Equity | 13,543 | $3.0M | 0.52% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 43,292 | $2.6M | 0.45% |
| BANK OF AMERICA CORP | BAC | Financial Services | 49,525 | $2.6M | 0.45% |
| INVESCO DORSEY WRIGHT MOMENTUM ETF | PDP | — | 21,170 | $2.5M | 0.44% |