LJI Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1988563
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$713.9M
Holdings
201
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LJI Wealth Management, LLC disclosed 201 positions worth $713.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 13 — including a new stake in $MBIN and a full exit from $USAR. The portfolio is most concentrated in Other (81.7% 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
StableISHARES TR - CORE S&P TTL
27.2% weight
Held 7 quarters
ISHARES TR - 0-5YR INVT GR
11.5% weight
Held 7 quarters
ISHARES TR - CORE 1 5 YR U
8.1% weight
Held 7 quarters
ISHARES TR - FLTG RATE NT
5.2% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
4.2% weight
Held 7 quarters
ISHARES TR - 0-5YR INVT GR
7 quarters accumulating
$GOOG7 quarters accumulating
$PCT5 quarters accumulating
SPDR SERIES TRUST - ST STR
4 quarters accumulating
$ABT4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P TTL STK
—Quality
$194.5M1,183,884 shISHARES TR - 0-5YR INVT GR CP
—Quality
$82.4M1,635,740 shISHARES TR - CORE 1 5 YR USD
—Quality
$57.8M1,198,694 shISHARES TR - FLTG RATE NT ETF
—Quality
$36.9M722,584 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$29.7M80,375 shFIDELITY COMWLTH TR - NASDAQ COMPSIT
—Quality
$25.2M244,076 shISHARES TR - RUS MID CAP ETF
—Quality
$21.2M192,587 sh- —
Quality
$18.4M24,990 sh - 76.4
Quality
$17.2M59,378 sh VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH
—Quality
$14.7M100,227 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P TTL STK | — | $194.5M | 1,183,884 |
| ISHARES TR - 0-5YR INVT GR CP | — | $82.4M | 1,635,740 |
| ISHARES TR - CORE 1 5 YR USD | — | $57.8M | 1,198,694 |
| ISHARES TR - FLTG RATE NT ETF | — | $36.9M | 722,584 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $29.7M | 80,375 |
| FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $25.2M | 244,076 |
| ISHARES TR - RUS MID CAP ETF | — | $21.2M | 192,587 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $18.4M | 24,990 |
 Apple Inc.$AAPL | 76.4 | $17.2M | 59,378 |
| VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $14.7M | 100,227 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LJI Wealth Management, LLC's 201 positions.
Showing top 10 of 201 holdings.
Sector Allocation
Other
$582.9M
Technology
$59.4M
Financials
$25.0M
Healthcare
$18.1M
Industrials
$11.6M
Consumer Discretionary
$7.4M
Energy
$3.1M
Materials
$1.9M
Top Holdings — LJI Wealth Management, LLC (Q2 2026)
Top 150 of 201 disclosed positions (by reported value) 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 - CORE S&P TTL STK | $194.5M | 27.2% | -3% | — |
| 2 | — | ISHARES TR - 0-5YR INVT GR CP | $82.4M | 11.5% | +20% | — |
| 3 | — | ISHARES TR - CORE 1 5 YR USD | $57.8M | 8.1% | +5405% | — |
| 4 | — | ISHARES TR - FLTG RATE NT ETF | $36.9M | 5.2% | +11% | — |
| 5 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $29.7M | 4.2% | -3% | — |
| 6 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $25.2M | 3.5% | -36% | — |
| 7 | — | ISHARES TR - RUS MID CAP ETF | $21.2M | 3.0% | -1% | — |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $18.4M | 2.6% | -5% | — |
| 9 | $AAPL | Apple Inc. | $17.2M | 2.4% | -1% | 76.4 |
| 10 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $14.7M | 2.0% | -18% | — |
| 11 | — | ISHARES TR - RUSSELL 2000 ETF | $11.2M | 1.6% | -69% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $9.1M | 1.3% | -7% | — |
| 13 |  $LLY | ELI LILLY & Co | $8.4M | 1.2% | +5% | 87.5 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $8.4M | 1.2% | +1% | 70.7 |
| 15 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $7.2M | 1.0% | +3% | — |
| 16 |  $NVDA | NVIDIA CORP | $7.2M | 1.0% | +11% | 85.9 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $6.0M | 0.8% | -13% | — |
| 18 |  $PLTR | Palantir Technologies Inc. | $4.5M | 0.6% | +2% | 84.6 |
| 19 | — | ISHARES TR - SHRT NAT MUN ETF | $4.4M | 0.6% | +4% | — |
| 20 |  $AMZN | AMAZON COM INC | $3.7M | 0.5% | +5% | 68.7 |
| 21 |  $MSFT | MICROSOFT CORP | $3.7M | 0.5% | +12% | 79.8 |
| 22 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.5M | 0.5% | +20% | 67.6 |
| 23 |  $GOOGL | Alphabet Inc. | $3.1M | 0.4% | +52% | 78.2 |
| 24 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $2.8M | 0.4% | +26% | — |
| 25 |  $META | Meta Platforms, Inc. | $2.8M | 0.4% | +3% | 79.6 |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.7M | 0.4% | -6% | — |
| 27 | $GOOG | Alphabet Inc. | $2.6M | 0.4% | +0% | 78.2 |
| 28 |  $BA | BOEING CO | $2.5M | 0.3% | +4% | 61.6 |
| 29 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $2.4M | 0.3% | -10% | — |
| 30 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $2.3M | 0.3% | +0% | — |
| 31 | — | ISHARES TR - ULTRA SHORT DUR | $2.3M | 0.3% | +35% | — |
| 32 | — | SPDR SERIES TRUST - ST STR SP BIOT | $2.2M | 0.3% | -4% | — |
| 33 |  $LRCX | LAM RESEARCH CORP | $2.1M | 0.3% | -28% | 79.4 |
| 34 |  $HROW | HARROW, INC. | $2.0M | 0.3% | +23% | 40.5 |
| 35 |  $AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.3% | -1% | 79.8 |
| 36 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.0M | 0.3% | +0% | — |
| 37 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.0M | 0.3% | -10% | 70.4 |
| 38 |  $UBER | Uber Technologies, Inc | $1.9M | 0.3% | +32% | 73.5 |
| 39 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $1.9M | 0.3% | +0% | — |
| 40 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.3% | +7% | 57.9 |
| 41 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.8M | 0.3% | -13% | — |
| 42 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $1.8M | 0.3% | -36% | — |
| 43 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.8M | 0.3% | +2% | — |
| 44 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.2% | -5% | 62.7 |
| 45 | — | AMPLIFY ETF TR - CEF HIGH INCOME | $1.7M | 0.2% | -92% | — |
| 46 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.2% | +9% | 86.2 |
| 47 |  $NET | Cloudflare, Inc. | $1.7M | 0.2% | -3% | 56.4 |
| 48 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.2% | -3% | 61.8 |
| 49 |  $AVGO | Broadcom Inc. | $1.6M | 0.2% | +14% | 84.5 |
| 50 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.5M | 0.2% | +2% | — |
| 51 |  $KLAC | KLA CORP | $1.5M | 0.2% | +1268% | 78.6 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.2% | +2% | 69 |
| 53 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.5M | 0.2% | +293% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +32% | 73.8 |
| 55 |  $INTC | INTEL CORP | $1.4M | 0.2% | -15% | 45.6 |
| 56 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.3M | 0.2% | -1% | — |
| 57 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.3M | 0.2% | -16% | — |
| 58 |  $UPS | UNITED PARCEL SERVICE INC | $1.3M | 0.2% | +17% | 58.6 |
| 59 |  $IVZ | Invesco Ltd. | $1.2M | 0.2% | -57% | — |
| 60 | $PCT | PureCycle Technologies, Inc. | $1.2M | 0.2% | +17% | 15.8 |
| 61 | — | ISHARES INC - CORE MSCI EMKT | $1.2M | 0.2% | -14% | — |
| 62 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.2M | 0.2% | -12% | — |
| 63 |  $CAT | CATERPILLAR INC | $1.2M | 0.2% | -4% | 66.5 |
| 64 | — | ISHARES TR - 0-3 MTH TREASURY | $1.1M | 0.2% | +37% | — |
| 65 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.0M | 0.1% | -6% | — |
| 66 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.1% | +498% | — |
| 67 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $990,939 | 0.1% | +0% | — |
| 68 |  $ASML | ASML HOLDING NV | $979,503 | 0.1% | +0% | — |
| 69 |  $ORCL | ORACLE CORP | $921,506 | 0.1% | +13% | 66.2 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $894,309 | 0.1% | -1% | 66.2 |
| 71 |  $TSLA | Tesla, Inc. | $881,157 | 0.1% | -7% | 53.9 |
| 72 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $870,049 | 0.1% | +19% | — |
| 73 |  $BSX | BOSTON SCIENTIFIC CORP | $869,989 | 0.1% | +61% | 77.5 |
| 74 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $853,485 | 0.1% | -2% | — |
| 75 | — | ISHARES TR - CORE S&P500 ETF | $836,904 | 0.1% | +18% | — |
| 76 |  $WMT | Walmart Inc. | $836,652 | 0.1% | +21% | 60.2 |
| 77 | $IVZ | Invesco Ltd. | $831,811 | 0.1% | +50% | — |
| 78 | — | ISHARES TR - CORE MSCI TOTAL | $805,393 | 0.1% | -26% | — |
| 79 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $789,485 | 0.1% | -17% | — |
| 80 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $783,917 | 0.1% | -4% | — |
| 81 |  $RF | REGIONS FINANCIAL CORP | $783,388 | 0.1% | +0% | 61.5 |
| 82 |  $EXR | Extra Space Storage Inc. | $774,449 | 0.1% | +0% | 64.3 |
| 83 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $754,064 | 0.1% | +2% | — |
| 84 |  $MBIN | Merchants Bancorp | $750,000 | 0.1% | NEW | 55.3 |
| 85 |  $CRWD | CrowdStrike Holdings, Inc. | $745,588 | 0.1% | +20% | 67.7 |
| 86 |  $AMAT | APPLIED MATERIALS INC /DE | $726,615 | 0.1% | +1% | 72.3 |
| 87 |  $NFLX | NETFLIX INC | $710,201 | 0.1% | +14% | 78.8 |
| 88 | — | ISHARES TR - EXPANDED TECH | $678,911 | 0.1% | NEW | — |
| 89 | — | ISHARES TR - NATIONAL MUN ETF | $676,715 | 0.1% | +26% | — |
| 90 |  $JOBY | Joby Aviation, Inc. | $673,460 | 0.1% | +24% | 29 |
| 91 |  $CVX | CHEVRON CORP | $664,532 | 0.1% | +6% | 62.8 |
| 92 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $663,479 | 0.1% | +4% | — |
| 93 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $652,988 | 0.1% | +0% | — |
| 94 |  $TGT | TARGET CORP | $631,499 | 0.1% | -3% | 60.7 |
| 95 | — | ISHARES TR - MSCI INTL VLU FT | $628,806 | 0.1% | +0% | — |
| 96 |  $HEI | HEICO CORP | $605,523 | 0.1% | -3% | 75.6 |
| 97 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $604,501 | 0.1% | -16% | — |
| 98 |  $DIS | Walt Disney Co | $595,227 | 0.1% | +19% | 60.1 |
| 99 | $IVZ | Invesco Ltd. | $594,330 | 0.1% | NEW | — |
| 100 | — | ISHARES TR - CORE MSCI EAFE | $577,548 | 0.1% | -2% | — |
| 101 | $IVZ | Invesco Ltd. | $566,949 | 0.1% | +1% | — |
| 102 |  $V | VISA INC. | $565,181 | 0.1% | +26% | 82.9 |
| 103 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $564,881 | 0.1% | -5% | — |
| 104 | — | ISHARES TR - S&P 500 VAL ETF | $547,896 | 0.1% | +12% | — |
| 105 | — | VANGUARD WORLD FD - INF TECH ETF | $537,840 | 0.1% | +718% | — |
| 106 |  $UNP | UNION PACIFIC CORP | $535,296 | 0.1% | +0% | 69.7 |
| 107 | — | VANGUARD INDEX FDS - SMALL CP ETF | $532,731 | 0.1% | -7% | — |
| 108 | — | SPDR SERIES TRUST - ST STR SP DIV | $532,616 | 0.1% | +30% | — |
| 109 |  $NOW | ServiceNow, Inc. | $523,206 | 0.1% | NEW | 72.9 |
| 110 | — | ISHARES TR - MORNINGSTAR GRWT | $518,048 | 0.1% | +0% | — |
| 111 | — | ISHARES TR - MSCI EAFE ETF | $512,638 | 0.1% | -16% | — |
| 112 | — | ISHARES TR - SP SMCP600VL ETF | $508,108 | 0.1% | -0% | — |
| 113 | — | ISHARES TR - MSCI EMG MKT ETF | $507,055 | 0.1% | -26% | — |
| 114 |  $AME | AMETEK INC/ | $504,929 | 0.1% | +0% | 69.7 |
| 115 | — | ADVISORSHARES TR - PURE US CANN ETF | $502,768 | 0.1% | -11% | — |
| 116 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $502,043 | 0.1% | NEW | 73.7 |
| 117 |  $SLB | SLB LIMITED/NV | $500,000 | 0.1% | +16% | 57.9 |
| 118 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $487,660 | 0.1% | -31% | — |
| 119 | — | ISHARES TR - RUS 1000 VAL ETF | $475,648 | 0.1% | NEW | — |
| 120 |  $ABBV | AbbVie Inc. | $464,487 | 0.1% | -5% | 72.6 |
| 121 |  $HD | HOME DEPOT, INC. | $456,251 | 0.1% | -22% | 60.3 |
| 122 | $IVZ | Invesco Ltd. | $446,114 | 0.1% | -3% | — |
| 123 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $440,863 | 0.1% | +0% | — |
| 124 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $439,820 | 0.1% | +0% | — |
| 125 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $419,258 | 0.1% | +28% | 65 |
| 126 |  $OKLO | Oklo Inc. | $418,640 | 0.1% | +0% | — |
| 127 |  $WYNN | WYNN RESORTS LTD | $417,487 | 0.1% | +0% | — |
| 128 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $401,071 | 0.1% | -0% | — |
| 129 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $396,732 | 0.1% | -10% | — |
| 130 | — | ISHARES TR - RUS MDCP VAL ETF | $394,629 | 0.1% | -9% | — |
| 131 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $380,820 | 0.1% | -2% | — |
| 132 | — | ISHARES TR - S&P 500 GRWT ETF | $370,093 | 0.1% | -1% | — |
| 133 | — | FIDELITY COVINGTON TRUST - DIVID ETF RISI | $367,720 | 0.1% | -15% | — |
| 134 |  $PM | Philip Morris International Inc. | $364,320 | 0.1% | -3% | 75.9 |
| 135 |  $MRVL | Marvell Technology, Inc. | $363,724 | 0.1% | NEW | 76.5 |
| 136 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $358,861 | 0.1% | -4% | — |
| 137 |  $CSCO | CISCO SYSTEMS, INC. | $358,702 | 0.1% | +4% | 70.3 |
| 138 | $IVZ | Invesco Ltd. | $358,525 | 0.1% | +12% | — |
| 139 |  $VRT | Vertiv Holdings Co | $355,286 | 0.1% | +31% | 81 |
| 140 |  $SRE | SEMPRA | $352,113 | 0.1% | +0% | 41.9 |
| 141 | — | ISHARES TR - MSCI EURO FL ETF | $351,105 | 0.1% | +0% | — |
| 142 |  $PG | PROCTER & GAMBLE Co | $349,472 | 0.1% | -13% | 64.6 |
| 143 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $349,399 | 0.1% | -4% | — |
| 144 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $347,364 | 0.1% | -18% | — |
| 145 | — | TIDAL TRUST I - SOFI SELECT 500 | $341,657 | 0.1% | +0% | — |
| 146 | — | EA SERIES TRUST - BRID OMN SMA ETF | $335,798 | 0.1% | -43% | — |
| 147 | — | DBX ETF TR - XTRACKRS S&P 500 | $331,217 | 0.1% | +0% | — |
| 148 |  $GS | GOLDMAN SACHS GROUP INC | $326,673 | 0.1% | -9% | 73.5 |
| 149 | — | ISHARES TR - US HLTHCARE ETF | $324,931 | 0.1% | +0% | — |
| 150 |  $IBCP | INDEPENDENT BANK CORP /MI/ | $324,630 | 0.1% | +0% | 45.1 |
New Positions (19)
$MBIN Merchants Bancorp$750,000 ISHARES TR - EXPANDED TECH$678,911
$NOW ServiceNow, Inc.$523,206$PNC PNC FINANCIAL SERVICES GROUP, INC.$502,043 ISHARES TR - RUS 1000 VAL ETF$475,648
$MRVL Marvell Technology, Inc.$363,724 NEOS ETF TRUST - NASDAQ 100 HIGH$319,898
$AMGN AMGEN INC$313,176
$STLD STEEL DYNAMICS INC$253,688
$C CITIGROUP INC$250,367
$PI IMPINJ INC$243,491
$ASTS AST SpaceMobile, Inc.$226,593 COHEN & STEERS ETF TRUST - REAL EST ACT ETF$216,244
SELECT SECTOR SPDR TR - ST STR CARE ETF$215,778
$MDY SPDR S&P MIDCAP 400 ETF TRUST$211,002Exited Positions (13)
$USAR USA Rare Earth, Inc. DIMENSIONAL ETF TRUST
$SLVCALL iShares Silver Trust ISHARES TR
$OKLOPUT Oklo Inc. DIMENSIONAL ETF TRUST
$SPG SIMON PROPERTY GROUP INC.
$GLD SPDR GOLD TRUST
$ADBE ADOBE INC. J P MORGAN EXCHANGE TRADED F
$BULL Webull Corp$BACPUT BANK OF AMERICA CORP /DE/
$SGMO SANGAMO THERAPEUTICS, INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for LJI Wealth Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track LJI Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for LJI Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: LJI Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For LJI Wealth Management, LLC (SEC CIK: 1988563), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LJI Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.