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 51–100 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLV | ISHARES SILVER TR | 23K | $1M+ | SH (Call) |
| NET | CLOUDFLARE INC | 7K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| IXUS | ISHARES TR | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 12K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| MUB | ISHARES TR | 11K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| ISTB | ISHARES TR | 23K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 27K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 14K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 961 | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 9K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 29K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| HROW | HARROW INC | 15K | $500K+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 6K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 26K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| BSVO | EA SERIES TRUST | 27K | $500K+ | SH |
| KLAC | KLA CORP | 501 | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SGOV | ISHARES TR | 6K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 42K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| IVLU | ISHARES TR | 15K | $500K+ | SH |
| HEI | HEICO CORP NEW | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 65K | $500K+ | SH |