LJI Wealth Management, LLC
13F Reported Value
ⓘ$626.1M
incl. option notional
Equity Holdings
ⓘ$625.1M
Option Notional
ⓘ$956,465
$411,345 puts / $545,120 calls
Holdings
194
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LJI Wealth Management, LLC disclosed 194 positions worth $626.1M in its Form 13F-HR for Q1 2026 — $625.1M in common stock plus $956,465 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 12 new positions and exited 5 — including a new stake in $USAR and a full exit from $XERS. The portfolio is most concentrated in Other (82.8% of disclosed assets). All figures are sourced directly from LJI Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1988563.
AI Fund Analysis
Concentrating
$GOOG
$UNH
$PCTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$174.0M1,221,359 shISHARES TR
—Quality
$69.1M1,367,626 shISHARES TR
—Quality
$33.2M651,459 shFIDELITY COMWLTH TR
—Quality
$32.5M383,316 shISHARES TR
—Quality
$30.3M122,099 shVANGUARD INDEX FDS
—Quality
$26.7M83,115 shAMPLIFY ETF TR
—Quality
$19.6M1,779,584 shISHARES TR
—Quality
$18.9M194,469 sh- 76.1
Quality
$15.2M59,885 sh VANGUARD ADMIRAL FDS INC
—Quality
$15.2M121,489 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $174.0M | 1,221,359 |
| ISHARES TR | — | $69.1M | 1,367,626 |
| ISHARES TR | — | $33.2M | 651,459 |
| FIDELITY COMWLTH TR | — | $32.5M | 383,316 |
| ISHARES TR | — | $30.3M | 122,099 |
| VANGUARD INDEX FDS | — | $26.7M | 83,115 |
| AMPLIFY ETF TR | — | $19.6M | 1,779,584 |
| ISHARES TR | — | $18.9M | 194,469 |
 Apple Inc.$AAPL | 76.1 | $15.2M | 59,885 |
| VANGUARD ADMIRAL FDS INC | — | $15.2M | 121,489 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LJI Wealth Management, LLC's 194 positions.
Showing top 10 of 194 holdings.
Sector Allocation
Other
$517.5M
Technology
$46.3M
Financials
$20.9M
Healthcare
$14.6M
Industrials
$9.2M
Consumer Discretionary
$6.9M
Energy
$3.5M
Materials
$1.7M
Full Holdings — LJI Wealth Management, LLC (Q1 2026)
All 194 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $174.0M | 27.8% | +1% | — |
| 2 | — | ISHARES TR | $69.1M | 11.1% | +5% | — |
| 3 | — | ISHARES TR | $33.2M | 5.3% | -1% | — |
| 4 | — | FIDELITY COMWLTH TR | $32.5M | 5.2% | +4% | — |
| 5 | — | ISHARES TR | $30.3M | 4.8% | +4% | — |
| 6 | — | VANGUARD INDEX FDS | $26.7M | 4.3% | -4% | — |
| 7 | — | AMPLIFY ETF TR | $19.6M | 3.1% | +4% | — |
| 8 | — | ISHARES TR | $18.9M | 3.0% | +7% | — |
| 9 | $AAPL | Apple Inc. | $15.2M | 2.4% | +1% | 76.1 |
| 10 | — | VANGUARD ADMIRAL FDS INC | $15.2M | 2.4% | +4% | — |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $15.1M | 2.4% | +3% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $7.7M | 1.2% | +2% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $7.5M | 1.2% | -7% | 35.6 |
| 14 |  $LLY | ELI LILLY & Co | $6.1M | 1.0% | -10% | 89.3 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $6.0M | 1.0% | +2% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $5.8M | 0.9% | +1% | — |
| 17 |  $NVDA | NVIDIA CORP | $5.6M | 0.9% | -0% | 90.2 |
| 18 |  $PLTR | Palantir Technologies Inc. | $5.5M | 0.9% | +0% | 85.8 |
| 19 | — | ISHARES TR | $4.3M | 0.7% | +32% | — |
| 20 |  $MSFT | MICROSOFT CORP | $3.3M | 0.5% | +2% | 83.7 |
| 21 |  $AMZN | AMAZON COM INC | $3.1M | 0.5% | +5% | 74.6 |
| 22 | — | VANGUARD SCOTTSDALE FDS | $2.7M | 0.4% | -14% | — |
| 23 |  $META | Meta Platforms, Inc. | $2.7M | 0.4% | +1% | 80.9 |
| 24 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.4% | -52% | — |
| 25 | — | VANGUARD INDEX FDS | $2.5M | 0.4% | +23% | — |
| 26 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.4% | +2% | 68.4 |
| 27 |  $IVZ | Invesco Ltd. | $2.3M | 0.4% | -9% | — |
| 28 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.3M | 0.4% | -4% | 70.1 |
| 29 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.4% | +27% | — |
| 30 |  $XOM | EXXON MOBIL CORP | $2.2M | 0.4% | -1% | 61.8 |
| 31 |  $BA | BOEING CO | $2.2M | 0.3% | -0% | 51.8 |
| 32 | $GOOG | Alphabet Inc. | $2.1M | 0.3% | +1% | 80.2 |
| 33 | — | SPDR SERIES TRUST | $2.0M | 0.3% | +10% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS | $2.0M | 0.3% | +0% | — |
| 35 | — | SPDR SERIES TRUST | $1.9M | 0.3% | -2% | — |
| 36 | — | DIMENSIONAL ETF TRUST | $1.9M | 0.3% | -43% | — |
| 37 | — | SPDR SERIES TRUST | $1.8M | 0.3% | -0% | — |
| 38 | — | ISHARES TR | $1.7M | 0.3% | +47% | — |
| 39 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.3% | +0% | — |
| 40 |  $GOOGL | Alphabet Inc. | $1.6M | 0.3% | +6% | 80.2 |
| 41 | — | SELECT SECTOR SPDR TR | $1.6M | 0.3% | +1% | — |
| 42 | — | VANGUARD MUN BD FDS | $1.5M | 0.2% | -34% | — |
| 43 |  $NET | Cloudflare, Inc. | $1.5M | 0.2% | +0% | 52.6 |
| 44 |  $UBER | Uber Technologies, Inc | $1.5M | 0.2% | +6% | 79.3 |
| 45 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.2% | +0% | 82.4 |
| 46 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.2% | -63% | — |
| 47 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.2% | +0% | 72.8 |
| 48 |  $HROW | HARROW, INC. | $1.4M | 0.2% | +153% | 41.6 |
| 49 | — | VANGUARD INDEX FDS | $1.3M | 0.2% | +3% | — |
| 50 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.2% | -2% | — |
| 51 | — | ISHARES INC | $1.2M | 0.2% | -49% | — |
| 52 | $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.2% | +50% | 66.8 |
| 53 |  $AVGO | Broadcom Inc. | $1.1M | 0.2% | -1% | 86.4 |
| 54 | — | ISHARES TR | $1.1M | 0.2% | -3% | — |
| 55 |  $UPS | UNITED PARCEL SERVICE INC | $1.0M | 0.2% | -13% | 58.2 |
| 56 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.2% | +2% | 64.5 |
| 57 | — | ISHARES TR | $985,739 | 0.2% | -25% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $964,444 | 0.1% | -48% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $957,569 | 0.1% | +0% | 67 |
| 60 | — | SPDR SERIES TRUST | $862,520 | 0.1% | -6% | — |
| 61 | — | VANGUARD INDEX FDS | $854,839 | 0.1% | -15% | — |
| 62 | — | AMERICAN CENTY ETF TR | $840,798 | 0.1% | -68% | — |
| 63 |  $TSLA | Tesla, Inc. | $839,782 | 0.1% | +10% | 50.1 |
| 64 |  $NFLX | NETFLIX INC | $837,119 | 0.1% | +7% | 86.7 |
| 65 |  $ORCL | ORACLE CORP | $817,121 | 0.1% | +4% | 67.2 |
| 66 | — | ISHARES TR | $816,266 | 0.1% | +35% | — |
| 67 |  $CAT | CATERPILLAR INC | $802,094 | 0.1% | +1% | 67.8 |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $795,978 | 0.1% | +47% | 79.9 |
| 69 |  $CVX | CHEVRON CORP | $782,288 | 0.1% | +0% | 54.7 |
| 70 | — | VANECK ETF TRUST | $777,151 | 0.1% | -0% | — |
| 71 |  $WMT | Walmart Inc. | $760,898 | 0.1% | -2% | 63.2 |
| 72 |  $EXR | Extra Space Storage Inc. | $698,922 | 0.1% | -7% | 66.7 |
| 73 |  $AMD | ADVANCED MICRO DEVICES INC | $698,577 | 0.1% | -4% | 78.8 |
| 74 |  $RF | REGIONS FINANCIAL CORP | $677,552 | 0.1% | +0% | — |
| 75 | $PCT | PureCycle Technologies, Inc. | $663,956 | 0.1% | +96% | 26.6 |
| 76 | — | VANGUARD INDEX FDS | $660,333 | 0.1% | +6% | — |
| 77 |  $ASML | ASML HOLDING NV | $650,215 | 0.1% | +0% | — |
| 78 | — | DIMENSIONAL ETF TRUST | $647,358 | 0.1% | -76% | — |
| 79 | — | VANGUARD WORLD FD | $644,037 | 0.1% | +0% | — |
| 80 | — | ISHARES TR | $617,574 | 0.1% | -18% | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD | $605,050 | 0.1% | +157% | — |
| 82 |  $USAR | USA Rare Earth, Inc. | $603,038 | 0.1% | NEW | 28.1 |
| 83 |  $TGT | TARGET CORP | $601,307 | 0.1% | -78% | 53.1 |
| 84 | — | ISHARES TR | $596,628 | 0.1% | +0% | — |
| 85 | — | FIDELITY COVINGTON TRUST | $593,982 | 0.1% | -3% | — |
| 86 | — | DIMENSIONAL ETF TRUST | $587,338 | 0.1% | -27% | — |
| 87 | — | VANGUARD BD INDEX FDS | $586,263 | 0.1% | -55% | — |
| 88 | — | STATE STR SPDR DOW JONES IND | $578,987 | 0.1% | +0% | — |
| 89 | — | ISHARES TR | $570,144 | 0.1% | +3% | — |
| 90 | — | ISHARES TR | $568,581 | 0.1% | +0% | — |
| 91 | — | DIMENSIONAL ETF TRUST | $563,612 | 0.1% | -75% | — |
| 92 | $IVZ | Invesco Ltd. | $563,272 | 0.1% | -1% | — |
| 93 | — | ISHARES TR | $553,319 | 0.1% | -1% | — |
| 94 |  $HD | HOME DEPOT, INC. | $547,492 | 0.1% | +1% | 69.2 |
| 95 |  $SLVCALL | iShares Silver Trust | $545,120 | — | -64% | — |
| 96 |  $KLAC | KLA CORP | $540,196 | 0.1% | -27% | 84.4 |
| 97 | — | ISHARES TR | $531,386 | 0.1% | -54% | — |
| 98 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $519,482 | 0.1% | -6% | — |
| 99 | — | EA SERIES TRUST | $515,163 | 0.1% | -25% | — |
| 100 | — | SELECT SECTOR SPDR TR | $508,580 | 0.1% | -1% | — |
| 101 |  $INTC | INTEL CORP | $506,965 | 0.1% | +1% | 41.5 |
| 102 |  $JOBY | Joby Aviation, Inc. | $504,686 | 0.1% | +79% | 28.7 |
| 103 | $IVZ | Invesco Ltd. | $501,762 | 0.1% | -26% | — |
| 104 |  $DIS | Walt Disney Co | $500,395 | 0.1% | +3% | 68.9 |
| 105 | — | VANGUARD INDEX FDS | $496,991 | 0.1% | +29% | — |
| 106 |  $ISRG | INTUITIVE SURGICAL INC | $485,883 | 0.1% | -1% | 81.4 |
| 107 | — | FIDELITY COVINGTON TRUST | $480,642 | 0.1% | +0% | — |
| 108 |  $HEI | HEICO CORP | $479,850 | 0.1% | +0% | 79.2 |
| 109 |  $UNP | UNION PACIFIC CORP | $477,476 | 0.1% | +0% | 74 |
| 110 |  $SLB | SLB LIMITED/NV | $475,614 | 0.1% | -7% | 63.2 |
| 111 |  $MU | MICRON TECHNOLOGY INC | $459,043 | 0.1% | -5% | 88.4 |
| 112 | — | ISHARES TR | $455,083 | 0.1% | -76% | — |
| 113 | — | ISHARES TR | $454,605 | 0.1% | -10% | — |
| 114 |  $AME | AMETEK INC/ | $447,369 | 0.1% | +0% | 74.2 |
| 115 | — | ISHARES TR | $442,233 | 0.1% | +0% | — |
| 116 |  $WYNN | WYNN RESORTS LTD | $436,665 | 0.1% | -5% | — |
| 117 | — | ISHARES TR | $422,689 | 0.1% | +2% | — |
| 118 |  $ABBV | AbbVie Inc. | $421,385 | 0.1% | -1% | 59.3 |
| 119 | — | ISHARES TR | $419,693 | 0.1% | +1% | — |
| 120 | — | FIDELITY COVINGTON TRUST | $417,425 | 0.1% | +1% | — |
| 121 | — | VANGUARD WHITEHALL FDS | $416,646 | 0.1% | +0% | — |
| 122 |  $PG | PROCTER & GAMBLE Co | $397,876 | 0.1% | +32% | 72.9 |
| 123 |  $OKLOPUT | Oklo Inc. | $396,720 | — | NEW | — |
| 124 | $OKLO | Oklo Inc. | $396,720 | 0.1% | NEW | — |
| 125 |  $V | VISA INC. | $396,578 | 0.1% | +0% | 83.5 |
| 126 | — | ADVISORSHARES TR | $394,121 | 0.1% | +270% | — |
| 127 | — | FIDELITY COVINGTON TRUST | $392,682 | 0.1% | +0% | — |
| 128 | — | SPDR SERIES TRUST | $392,093 | 0.1% | -27% | — |
| 129 | — | ISHARES TR | $385,992 | 0.1% | +0% | — |
| 130 | — | VANGUARD INTL EQUITY INDEX F | $385,401 | 0.1% | -13% | — |
| 131 | — | VANGUARD WORLD FD | $383,746 | 0.1% | +2% | — |
| 132 |  $SRE | SEMPRA | $369,095 | 0.1% | +0% | 47.6 |
| 133 |  $VZ | VERIZON COMMUNICATIONS INC | $367,393 | 0.1% | +0% | 71.6 |
| 134 | — | VANGUARD SPECIALIZED FUNDS | $364,657 | 0.1% | +0% | — |
| 135 | $SLV | iShares Silver Trust | $364,140 | 0.1% | +214% | — |
| 136 | — | SELECT SECTOR SPDR TR | $359,548 | 0.1% | -9% | — |
| 137 | $IVZ | Invesco Ltd. | $358,917 | 0.1% | +0% | — |
| 138 | — | SCHWAB STRATEGIC TR | $347,688 | 0.1% | +11% | — |
| 139 | — | DIMENSIONAL ETF TRUST | $344,913 | 0.1% | -75% | — |
| 140 |  $PM | Philip Morris International Inc. | $344,379 | 0.1% | -6% | 80.5 |
| 141 |  $AMAT | APPLIED MATERIALS INC /DE | $340,422 | 0.1% | -3% | 74.8 |
| 142 | — | VANECK ETF TRUST | $334,685 | 0.1% | +0% | — |
| 143 | — | ISHARES TR | $334,126 | 0.1% | -15% | — |
| 144 |  $FDX | FEDEX CORP | $331,247 | 0.1% | +0% | 60.3 |
| 145 | — | VANGUARD ADMIRAL FDS INC | $328,098 | 0.1% | +43% | — |
| 146 | — | ISHARES TR | $324,772 | 0.1% | +0% | — |
| 147 |  $CRWD | CrowdStrike Holdings, Inc. | $317,793 | 0.1% | -1% | 55 |
| 148 | — | ISHARES TR | $313,824 | 0.1% | +0% | — |
| 149 | $IVZ | Invesco Ltd. | $310,899 | 0.1% | NEW | — |
| 150 |  $MS | MORGAN STANLEY | $307,909 | 0.1% | +0% | — |
| 151 | — | SELECT SECTOR SPDR TR | $307,530 | 0.1% | +0% | — |
| 152 | — | ISHARES TR | $307,206 | 0.1% | +1% | — |
| 153 | — | DIMENSIONAL ETF TRUST | $306,537 | 0.1% | -71% | — |
| 154 |  $GS | GOLDMAN SACHS GROUP INC | $301,172 | 0.1% | +4% | — |
| 155 |  $IBCP | INDEPENDENT BANK CORP /MI/ | $299,700 | 0.1% | +0% | 55.3 |
| 156 | — | ISHARES TR | $298,892 | 0.1% | +0% | — |
| 157 |  $SPG | SIMON PROPERTY GROUP INC. | $298,261 | 0.1% | +0% | 76.9 |
| 158 | $IVZ | Invesco Ltd. | $293,985 | 0.1% | +0% | — |
| 159 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $289,117 | 0.1% | -17% | 69.4 |
| 160 |  $SCHW | SCHWAB CHARLES CORP | $287,826 | 0.1% | +0% | 77.2 |
| 161 | — | TIDAL TRUST I | $286,461 | 0.1% | +0% | — |
| 162 | — | DBX ETF TR | $286,435 | 0.1% | +1% | — |
| 163 |  $MO | ALTRIA GROUP, INC. | $284,284 | 0.1% | -6% | 72.1 |
| 164 | — | VANGUARD WORLD FD | $276,593 | 0.0% | +1% | — |
| 165 | $META | Meta Platforms, Inc. | $270,378 | 0.0% | -20% | 80.9 |
| 166 |  $CRM | Salesforce, Inc. | $268,991 | 0.0% | -9% | 75.2 |
| 167 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $267,147 | 0.0% | +0% | 66.7 |
| 168 |  $FCX | FREEPORT-MCMORAN INC | $244,642 | 0.0% | +0% | 73.1 |
| 169 |  $LOW | LOWES COMPANIES INC | $241,070 | 0.0% | +0% | 63.5 |
| 170 |  $MA | Mastercard Inc | $234,339 | 0.0% | +8% | 81.7 |
| 171 | — | VANGUARD STAR FDS | $232,424 | 0.0% | -44% | — |
| 172 |  $CSCO | CISCO SYSTEMS, INC. | $228,333 | 0.0% | -1% | 72.3 |
| 173 | — | ISHARES TR | $228,024 | 0.0% | +0% | — |
| 174 |  $COF | CAPITAL ONE FINANCIAL CORP | $224,936 | 0.0% | +0% | 71 |
| 175 | — | ISHARES TR | $224,169 | 0.0% | +0% | — |
| 176 | — | VANGUARD MALVERN FDS | $211,938 | 0.0% | NEW | — |
| 177 |  $SBUX | STARBUCKS CORP | $210,186 | 0.0% | NEW | 54.6 |
| 178 |  $ABT | ABBOTT LABORATORIES | $209,147 | 0.0% | +0% | 67 |
| 179 |  $GLD | SPDR GOLD TRUST | $208,068 | 0.0% | NEW | — |
| 180 |  $ADBE | ADOBE INC. | $206,496 | 0.0% | +12% | 80.4 |
| 181 |  $ECL | ECOLAB INC. | $205,746 | 0.0% | NEW | 64.3 |
| 182 | — | J P MORGAN EXCHANGE TRADED F | $203,480 | 0.0% | -88% | — |
| 183 |  $VRT | Vertiv Holdings Co | $203,220 | 0.0% | NEW | 82.7 |
| 184 |  $MRK | Merck & Co., Inc. | $203,080 | 0.0% | NEW | 70.9 |
| 185 |  $LMT | LOCKHEED MARTIN CORP | $201,309 | 0.0% | NEW | 65 |
| 186 | $IVZ | Invesco Ltd. | $200,705 | 0.0% | NEW | — |
| 187 |  $HUMA | Humacyte, Inc. | $168,359 | 0.0% | -10% | 5 |
| 188 |  $TSSI | TSS, Inc. | $162,625 | 0.0% | NEW | 50.6 |
| 189 |  $ENVX | Enovix Corp | $117,611 | 0.0% | -22% | 25.2 |
| 190 |  $BULL | Webull Corp | $48,000 | 0.0% | -41% | — |
| 191 |  $UWMC | UWM Holdings Corp | $41,630 | 0.0% | +0% | 49.4 |
| 192 | $BACPUT | BANK OF AMERICA CORP /DE/ | $14,625 | — | NEW | 68.4 |
| 193 |  $ARAI | Arrive AI Inc. | $12,225 | 0.0% | +0% | — |
| 194 |  $SGMO | SANGAMO THERAPEUTICS, INC | $4,804 | 0.0% | +0% | 8.8 |
New Positions (12)
$USAR USA Rare Earth, Inc.$603,038$OKLOPUT Oklo Inc.$396,720$OKLO Oklo Inc.$396,720$SBUX STARBUCKS CORP$210,186$GLD SPDR GOLD TRUST$208,068$ECL ECOLAB INC.$205,746$VRT Vertiv Holdings Co$203,220$MRK Merck & Co., Inc.$203,080$LMT LOCKHEED MARTIN CORP$201,309$TSSI TSS, Inc.$162,625$BACPUT BANK OF AMERICA CORP /DE/$14,625
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