LJI Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
201
Total value ($000)
$713,927
Net value change ($000)
+87,864 (14.0%)
New positions
20
Sold out positions
10
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ISTB 56,782 5382.2%
ITOT 20,519 11.8%
SLQD 13,341 19.3%
FLOT 3,696 11.1%
QQQ 3,263 21.6%
VTI 3,078 11.5%
IWR 2,338 12.4%
LLY 2,282 37.1%
AAPL 1,984 13.1%
NVDA 1,521 27.0%
Top Reduces (Value $000, Stocks/ETFs)
IWM -19,085 -63.0%
YYY -17,921 -91.3%
ONEQ -7,353 -22.6%
PDP -1,070 -46.2%
PLTR -1,041 -18.8%
DFUS -663 -26.6%
USAR -603 -100.0%
DFIV -564 -100.0%
IVOG -527 -3.5%
IDEV -455 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type