StockDriftsStockDriftsTop 50 LJI Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 27.24% | 1.18M | $194.5M | -3.07%(-37.48K) | $103.44(+63.94%) | 2026-06-30 | |
| SLQD | ISHARES TR | 11.54% | 1.64M | $82.4M | +19.60%(+268.11K) | $49.09(+2.04%) | 2026-06-30 | |
| ISTB | ISHARES TR | 8.1% | 1.20M | $57.8M | +5404.91%(+1.18M) | $48.26(-0.57%) | 2026-06-30 | |
| FLOT | ISHARES TR | 5.17% | 722.6K | $36.9M | +10.92%(+71.12K) | $50.72(+0.41%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.17% | 80.4K | $29.7M | -3.30%(-2.74K) | $252.71(+51.18%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 3.53% | 244.1K | $25.2M | -36.33%(-139.24K) | $51.34(+103.92%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.98% | 192.6K | $21.2M | -0.97%(-1.88K) | $74.35(+52.47%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.58% | 25.0K | $18.4M | -4.73%(-1.24K) | $295.74(+143.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.41% | 59.4K | $17.2M | -0.85%(-507) | $135.99(+125.50%) | 2026-06-30 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 2.05% | 100.2K | $14.7M | -17.50%(-21.26K) | $92.61(+58.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.18% | +52.79% | — | — | +70.39% |
| Top 20 Holdings Unweighted | +16.47% | +57.98% | — | — | +75.04% |
LJI Wealth Management, LLC reports $713.93M in US-listed equity holdings across 201 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (27.2%), SLQD (11.5%) and ISTB (8.1%). The top 20 holdings account for 79.59% of reported assets. Its disclosed equity book has returned +52.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LJI Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1988563). View LJI Wealth Management, LLC’s 13F filings on SEC