LJI Wealth Management, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 626,063
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
956
(0.2% of total reported value)
· QoQ Δ:
-625
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.4 K | 22.1% | 0 | 411.1 K | -411.1 K |
| ETFs | 451.9 K | 72.6% | 383 K | 0 | 383 K |
| Debt | 33.46 K | 5.4% | 0 | 209 | -209 |
| Other | 0 | 0.0% | 0 | 1.1 K | -1.1 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
626,063
Holdings
194
QoQ value change ($000)
-30,181
(-4.6%)
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.