CIK 1988563
LJI Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
188
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 1.2M | $1M+ | SH |
| SLQD | ISHARES TR | 1.3M | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 369K | $1M+ | SH |
| FLOT | ISHARES TR | 655K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 86K | $1M+ | SH |
| IWM | ISHARES TR | 117K | $1M+ | SH |
| YYY | AMPLIFY ETF TR | 1.7M | $1M+ | SH |
| IWR | ISHARES TR | 181K | $1M+ | SH |
| AAPL | APPLE INC | 60K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 25K | $1M+ | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 117K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 27K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 38K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 32K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 57K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 73K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 61K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 84K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| SUB | ISHARES TR | 30K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 50K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 78K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| BA | BOEING CO | 11K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| IEMG | ISHARES INC | 33K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 44K | $1M+ | SH |
| TGT | TARGET CORP | 23K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 39K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 34K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 41K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 21K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 23K | $1M+ | SH |
| IDEV | ISHARES TR | 23K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 14K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 19K | $1M+ | SH |