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 151–188 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYH | ISHARES TR | 5K | $100K–$500K | SH |
| PI | IMPINJ INC | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| SFY | TIDAL TRUST I | 2K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 14K | $100K–$500K | SH |
| FENY | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 341 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| SNPE | DBX ETF TR | 5K | $100K–$500K | SH |
| HUMA | HUMACYTE INC | 309K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IBCP | INDEPENDENT BK CORP MICH | 9K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| FDX | FEDEX CORP | 930 | $100K–$500K | SH |
| ADBE | ADOBE INC | 759 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 435 | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| IWV | ISHARES TR | 615 | $100K–$500K | SH |
| OIH | VANECK ETF TRUST | 828 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 591 | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 4K | $100K–$500K | SH |
| ENVX | ENOVIX CORPORATION | 29K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 4K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| MSOS | ADVISORSHARES TR | 30K | $100K–$500K | SH |
| BULL | WEBULL CORP | 17K | $100K–$500K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 12K | $50K–$100K | SH |
| ARAI | ARRIVE AI INC | 15K | $15K–$50K | SH |
| SGMO | SANGAMO THERAPEUTICS INC | 19K | $1K–$15K | SH |