LJI Wealth Management, LLC
•CIK: 1988563•Filing: Q4 2025
**LJI Wealth Management, LLC** manages $652M across a diversified portfolio of 188 positions. The fund exhibits significant allocations to broad market and sector ETFs, notably holding ITOT at $179.7M and SLQD at $66.3M. Key concentration areas include technology and fixed income, evidenced by substantial positions in ONEQ ($33.7M) and FLOT ($33.3M). The top holdings further reflect a tactical mix across indices (VTI, IWM) and mega-cap technology names (AAPL).
Total AUM
$651.6M
+ $132.0K in options
QoQ Performance
+14.0%
Positions
117
+ 1 option
Top 10 Concentration
67.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
SLQD
ONEQ
FLOT
ITOT27.6%
SLQD10.2%
ONEQ5.2%
FLOT5.1%
VTI4.4%
IWM4.4%
YYY*3.0%
IWR2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.8%
Technology5.6%
Financial2.6%
Healthcare2.0%
ETF1.4%
Consumer1.2%
Industrial0.8%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW17 new positions
↑89 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023