LJI Wealth Management, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 713,927
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 201 | 713,927 | 13F-HR | LJI Wealth Management, LLC |
| Q1 2026 | 5/4/2026 | 194 | 626,063 | 13F-HR | LJI Wealth Management, LLC |
| Q4 2025 | 2/3/2026 | 190 | 656,244 | 13F-HR | LJI Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 185 | 572,782 | 13F-HR | LJI Wealth Management, LLC |
| Q2 2025 | 7/31/2025 | 186 | 574,306 | 13F-HR | LJI Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153 K | 21.4% | 15.58 K | 0 | 15.58 K |
| ETFs | 523.7 K | 73.4% | 71.82 K | 0 | 71.82 K |
| Debt | 37.2 K | 5.2% | 3.735 K | 0 | 3.735 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
713,927
Holdings
201
QoQ value change ($000)
87,864
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.