LJI Wealth Management, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, LJI Wealth Management, LLC maintained a portfolio of 206 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 0.27% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 1.0%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 63.3%.
PCA Score Concentration Risk
Risk ENB
Total Positions
206
Quarter
2026 Q1
Top Holding
ITOT (27.8%)
Top 10 Concentration
69.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 206
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 27.79% 27.39% #1
Prev: #1
6.5 12,638 1.0%
P
S
1,221,359 $173,958,147 2023 Q4 13F Filing 2026-03-31 2026-05-05
SLQD
ISHARES TR
ETF 11.03% 10.11% #2
Prev: #2
6.0 59,322 4.5%
P
S
1,367,626 $69,051,424 2023 Q4 13F Filing 2026-03-31 2026-05-05
FLOT
ISHARES TR
Bond/Debt 5.30% 5.08% #3 1
Prev: #4
3.6 -3,874 -0.6%
P
S
651,459 $33,191,821 2023 Q4 13F Filing 2026-03-31 2026-05-05
ONEQ
FIDELITY COMWLT...
ETF 5.20% 5.14% #4 1
Prev: #3
3.1 14,472 3.9%
P
S
383,316 $32,547,390 2023 Q4 13F Filing 2026-03-31 2026-05-05
IWM
ISHARES TR
ETF 4.84% 4.39% #5 1
Prev: #6
2.9 5,190 4.4%
P
S
122,099 $30,280,671 2023 Q4 13F Filing 2026-03-31 2026-05-05
VTI
VANGUARD INDEX ...
ETF 4.26% 4.41% #6 1
Prev: #5
2.2 -3,208 -3.7%
P
S
83,115 $26,664,006 2023 Q4 13F Filing 2026-03-31 2026-05-05
YYY
AMPLIFY ETF TR
ETF 3.14% 3.00% #7
Prev: #7
1.8 69,001 4.0%
P
S
1,779,584 $19,628,815 2023 Q4 13F Filing 2026-03-31 2026-05-05
IWR
ISHARES TR
ETF 3.02% 2.66% #8
Prev: #8
3.2 13,203 7.3%
P
S
194,469 $18,908,235 2023 Q4 13F Filing 2026-03-31 2026-05-05
AAPL
APPLE INC
Technology 2.43% 2.47% #9
Prev: #9
1.5 372 0.6%
P
S
59,885 $15,198,213 2023 Q4 13F Filing 2026-03-31 2026-05-05
IVOG
VANGUARD ADMIRA...
ETF 2.43% 2.15% #10 1
Prev: #11
1.5 4,253 3.6%
P
S
121,489 $15,189,744 2023 Q4 13F Filing 2026-03-31 2026-05-05
QQQ
INVESCO QQQ TR
ETF 2.42% 2.38% #11 1
Prev: #10
1.5 771 3.0%
P
S
26,231 $15,140,243 2023 Q4 13F Filing 2026-03-31 2026-05-05
VTWG
VANGUARD SCOTTS...
ETF 1.23% 1.19% #12 2
Prev: #14
1.0 544 1.6%
P
S
33,733 $7,726,176 2023 Q4 13F Filing 2026-03-31 2026-05-05
JPM
JPMORGAN CHASE ...
Financial Services 1.20% 1.34% #13 1
Prev: #12
1.0 -1,811 -6.6%
P
S
25,463 $7,490,126 2023 Q4 13F Filing 2026-03-31 2026-05-05
LLY
ELI LILLY & CO
Healthcare 0.98% 1.21% #14 1
Prev: #13
0.9 -717 -9.7%
P
S
6,681 $6,145,023 2023 Q4 13F Filing 2026-03-31 2026-05-05
SPY
STATE STR SPDR ...
ETF 0.96% 0.95% #15 1
Prev: #16
0.9 156 1.7%
P
S
9,256 $6,019,804 2023 Q4 13F Filing 2026-03-31 2026-05-05
VTWO
VANGUARD SCOTTS...
ETF 0.93% 0.87% #16 2
Prev: #18
0.9 650 1.1%
P
S
57,868 $5,796,633 2023 Q4 13F Filing 2026-03-31 2026-05-05
NVDA
NVIDIA CORPORAT...
Technology 0.90% 0.92% #17
Prev: #17
0.9 -81 -0.2%
P
S
32,342 $5,640,421 2023 Q4 13F Filing 2026-03-31 2026-05-05
PLTR
PALANTIR TECHNO...
Technology 0.88% 1.02% #18 3
Prev: #15
0.9 149 0.4%
P
S
37,823 $5,532,748 2023 Q4 13F Filing 2026-03-31 2026-05-05
SUB
ISHARES TR
ETF 0.68% 0.49% #19 5
Prev: #24
2.8 9,763 32.3%
P
S
40,015 $4,261,594 2023 Q4 13F Filing 2026-03-31 2026-05-05
MSFT
MICROSOFT CORP
Technology 0.53% 0.64% #20
Prev: #20
0.7 172 2.0%
P
S
8,913 $3,299,459 2023 Q4 13F Filing 2026-03-31 2026-05-05
AMZN
AMAZON COM INC
Consumer Cyclical 0.50% 0.50% #21 2
Prev: #23
2.2 724 5.1%
P
S
14,922 $3,107,760 2023 Q4 13F Filing 2026-03-31 2026-05-05
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.43% 0.48% #22 3
Prev: #25
0.7 -7,315 -13.9%
P
S
45,498 $2,709,396 2023 Q4 13F Filing 2026-03-31 2026-05-05
META
META PLATFORMS ...
Communication Services 0.43% 0.47% #23 3
Prev: #26
0.7 66 1.4%
P
S
4,726 $2,703,695 2023 Q4 13F Filing 2026-03-31 2026-05-05
DFUS
DIMENSIONAL ETF...
ETF 0.40% 0.82% #24 5
Prev: #19
0.2 -37,736 -51.7%
P
S
35,203 $2,496,244 2024 Q3 13F Filing 2026-03-31 2026-05-05
VOO
VANGUARD INDEX ...
ETF 0.40% 0.32% #25 12
Prev: #37
2.7 772 22.8%
P
S
4,164 $2,488,301 2023 Q4 13F Filing 2026-03-31 2026-05-05
BAC
BANK AMERICA CO...
Financial Services 0.39% 0.42% #26 1
Prev: #27
0.7 860 1.7%
P
S
50,473 $2,460,544 2023 Q4 13F Filing 2026-03-31 2026-05-05
PDP
INVESCO EXCHANG...
ETF 0.37% 0.37% #27 2
Prev: #29
0.6 -1,882 -8.9%
P
S
19,199 $2,318,211 2023 Q4 13F Filing 2026-03-31 2026-05-05
BMY
BRISTOL-MYERS S...
Healthcare 0.36% 0.32% #28 10
Prev: #38
0.6 -1,490 -3.8%
P
S
37,598 $2,280,300 2025 Q4 13F Filing 2026-03-31 2026-05-05
JEPI
J P MORGAN EXCH...
ETF 0.36% 0.27% #29 15
Prev: #44
2.6 8,566 27.4%
P
S
39,832 $2,257,657 2023 Q4 13F Filing 2026-03-31 2026-05-05
XOM
EXXON MOBIL COR...
Energy 0.35% 0.24% #30 19
Prev: #49
0.6 -130 -1.0%
P
S
13,096 $2,221,863 2023 Q4 13F Filing 2026-03-31 2026-05-05
BA
BOEING CO
Industrials 0.35% 0.37% #31 1
Prev: #30
0.6 -53 -0.5%
P
S
11,022 $2,193,778 2023 Q4 13F Filing 2026-03-31 2026-05-05
GOOGL
ALPHABET INC
Communication Services 0.34% 0.35% #32
Prev: #32
0.6 78 1.1%
P
S
7,343 $2,111,418 2023 Q4 13F Filing 2026-03-31 2026-05-05
SPTM
SPDR SERIES TRU...
ETF 0.32% 0.29% #33 9
Prev: #42
2.1 2,255 9.7%
P
S
25,621 $2,025,596 2023 Q4 13F Filing 2026-03-31 2026-05-05
VGSH
VANGUARD SCOTTS...
ETF 0.32% 0.30% #34 5
Prev: #39
1.1 no change no change
P
S
33,761 $1,976,368 2024 Q2 13F Filing 2026-03-31 2026-05-05
SHM
SPDR SERIES TRU...
ETF 0.31% 0.30% #35 5
Prev: #40
0.6 -930 -2.3%
P
S
40,236 $1,924,475 2023 Q4 13F Filing 2026-03-31 2026-05-05
DFAC
DIMENSIONAL ETF...
ETF 0.30% 0.50% #36 14
Prev: #22
0.1 -35,503 -42.5%
P
S
48,023 $1,866,147 2023 Q4 13F Filing 2026-03-31 2026-05-05
XBI
SPDR SERIES TRU...
Unknown 0.29% 0.27% #37 10
Prev: #47
0.6 -40 -0.3%
P
S
14,280 $1,823,984 2023 Q4 13F Filing 2026-03-31 2026-05-05
ICSH
ISHARES TR
ETF 0.27% #38
Prev: #—
3.6 33,245 no change
NEW
33,245 $1,682,861 2026 Q1 13F Filing 2026-03-31 2026-05-05
WFC
WELLS FARGO & C...
Financial Services 0.27% 0.30% #39 2
Prev: #41
0.6 17 0.1%
P
S
20,997 $1,671,548 2023 Q4 13F Filing 2026-03-31 2026-05-05
GOOG
ALPHABET INC
Communication Services 0.26% 0.26% #40 8
Prev: #48
2.1 298 5.5%
P
S
5,708 $1,637,476 2023 Q4 13F Filing 2026-03-31 2026-05-05
XLF
SELECT SECTOR S...
Unknown 0.26% 0.27% #41 5
Prev: #46
0.6 441 1.4%
P
S
32,506 $1,604,821 2023 Q4 13F Filing 2026-03-31 2026-05-05
VTEB
VANGUARD MUN BD...
ETF 0.23% 0.34% #42 8
Prev: #34
0.1 -14,930 -33.6%
P
S
29,473 $1,470,407 2023 Q4 13F Filing 2026-03-31 2026-05-05
NET
CLOUDFLARE INC
Technology 0.23% 0.21% #43 9
Prev: #52
1.1 no change no change
P
S
7,100 $1,465,014 2023 Q4 13F Filing 2026-03-31 2026-05-05
UBER
UBER TECHNOLOGI...
Technology 0.23% 0.24% #44 6
Prev: #50
2.1 1,132 5.9%
P
S
20,354 $1,464,062 2023 Q4 13F Filing 2026-03-31 2026-05-05
LRCX
LAM RESEARCH CO...
Technology 0.23% 0.18% #45 16
Prev: #61
1.1 no change no change
P
S
6,761 $1,444,602 2023 Q4 13F Filing 2026-03-31 2026-05-05
DFAT
DIMENSIONAL ETF...
ETF 0.22% 0.55% #46 25
Prev: #21
0.1 -38,552 -63.3%
P
S
22,307 $1,393,079 2023 Q4 13F Filing 2026-03-31 2026-05-05
JNJ
JOHNSON & JOHNS...
Healthcare 0.22% 0.18% #47 13
Prev: #60
0.6 7 0.1%
P
S
5,690 $1,390,841 2023 Q4 13F Filing 2026-03-31 2026-05-05
HROW
HARROW INC
Healthcare 0.22% 0.11% #48 31
Prev: #79
3.1 23,400 152.9%
P
S
38,700 $1,364,562 2025 Q3 13F Filing 2026-03-31 2026-05-05
VO
VANGUARD INDEX ...
ETF 0.21% 0.20% #49 5
Prev: #54
0.6 130 2.9%
P
S
4,655 $1,336,718 2023 Q4 13F Filing 2026-03-31 2026-05-05
VYM
VANGUARD WHITEH...
ETF 0.21% 0.19% #50 8
Prev: #58
0.6 -139 -1.6%
P
S
8,687 $1,286,514 2023 Q4 13F Filing 2026-03-31 2026-05-05
Showing 1-50 of 206 holdings

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