Lji Wealth Management
$714M 13F equity value
211 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lji Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 1,183,884 | $194M | 27.2% |
| SLQD | ISHARES TR | 1,635,740 | $82M | 11.5% |
| ISTB | ISHARES TR | 1,198,694 | $58M | 8.1% |
| FLOT | ISHARES TR | 722,584 | $37M | 5.2% |
| VTI | VANGUARD INDEX FDS | 80,375 | $30M | 4.2% |
| ONEQ | FIDELITY COMWLTH TR | 244,076 | $25M | 3.5% |
| IWR | ISHARES TR | 192,587 | $21M | 3.0% |
| QQQ | INVESCO QQQ TR | 24,990 | $18M | 2.6% |
| AAPL | APPLE INC | 59,378 | $17M | 2.4% |
| IVOG | VANGUARD ADMIRAL FDS INC | 100,227 | $15M | 2.1% |
Track Lji Wealth Management's 13F portfolio: $714M in reported holdings, 211 positions. Top holdings and quarterly changes on SentiSense.
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