LJI Wealth Management, LLC - Portfolio Stock Holdings
LJI Wealth Management, LLC disclosed 210 stock positions in a recent SEC 13F filing. $711,450,219 of stock holdings were filed, with the largest holdings including ITOT, SLQD, and ISTB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,373,719,423 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
210Est. Stock Holding Value:
$711,450,219Top Stock Holdings By Sector
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Portfolio Stock Holdings - LJI Wealth Management, LLC
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