Arkolith/Funds/LJI Wealth Management, LLC

LJI Wealth Management, LLC

CIK 1988563Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

LJI Wealth Management, LLC holds a focused book of 201 stocks worth $713.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Merchants Bancorp and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 27% of the equity book.

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Use Arkolith to show LJI Wealth Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
69
new positions
Added to
71
existing
Trimmed
79
reduced
Sold out
10
exited

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
70%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
8%
Financials
3%
Health Care
3%
Industrials
2%
Consumer Discretionary
1%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as LJI Wealth Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$609.3B
JPMORGAN CHASE & CO80 / 80$565.8B
WELLS FARGO & COMPANY/MN80 / 80$183.2B
ROYAL BANK OF CANADA80 / 80$167.9B
UBS Group AG80 / 80$159.8B
LPL Financial LLC80 / 80$91.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$90.3B
HighTower Advisors, LLC80 / 80$31.6B

Ranked by how many of LJI Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

201 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P TTL STK
$194.5M1.18M
27.2%
−3.1%
Reduced · −37K sh
2Ishares TR
0-5YR INVT GR CP
$82.4M1.64M
11.5%
+20%
Added · +268K sh
3Ishares TR
CORE 1 5 YR USD
$57.8M1.20M
8.1%
55×
Added · +1.2M sh
4Ishares TR
FLTG RATE NT ETF
$36.9M722.6K
5.2%
+11%
Added · +71K sh
5Vanguard Index FDS
TOTAL STK MKT
$29.7M80.4K
4.2%
−3.3%
Reduced · −3K sh
6Fidelity Comwlth TR
NASDAQ COMPSIT
$25.2M244.1K
3.5%
−36%
Reduced · −139K sh
7Ishares TR
RUS MID CAP ETF
$21.2M192.6K
3.0%
−1.0%
Reduced · −2K sh
8Invesco QQQ TR
UNIT SER 1
$18.4M25.0K
2.6%
−4.7%
Reduced · −1K sh
9Apple Inc
COM
$17.2M59.4K
2.4%
−0.8%
Reduced · −507 sh
10Vanguard Admiral FDS Inc
MIDCP 400 GRTH
$14.7M100.2K
2.1%
−18%
Reduced · −21K sh
11Ishares TR
RUSSELL 2000 ETF
$11.2M37.3K
1.6%
−69%
Reduced · −85K sh
12Vanguard Scottsdale FDS
VNG RUS2000GRW
$9.1M31.5K
1.3%
−6.6%
Reduced · −2K sh
13Eli Lilly & Co
COM
$8.4M7.0K
1.2%
+5.2%
Added · +345 sh
14JPMorgan Chase & Co
COM
$8.4M25.7K
1.2%
+0.8%
Added · +212 sh
15Vanguard Scottsdale FDS
VNG RUS2000IDX
$7.2M59.3K
1.0%
+2.5%
Added · +1K sh
16Nvidia Corporation
COM
$7.2M35.8K
1.0%
+11%
Added · +3K sh
17State STR SPDR S&P 500 ETF T
TR UNIT
$6.0M8.1K
0.8%
−13%
Reduced · −1K sh
18Palantir Technologies Inc
CL A
$4.5M38.5K
0.6%
+1.8%
Added · +675 sh
19Ishares TR
SHRT NAT MUN ETF
$4.4M41.4K
0.6%
+3.6%
Added · +1K sh
20Amazon Com Inc
COM
$3.7M15.7K
0.5%
+4.9%
Added · +736 sh
21Microsoft Corp
COM
$3.7M10.0K
0.5%
+12%
Added · +1K sh
22Bank Of Amer Corp
COM
$3.5M60.8K
0.5%
+20%
Added · +10K sh
23Alphabet Inc
CAP STK CL C
$3.1M8.7K
0.4%
+52%
Added · +3K sh
24J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.8M50.1K
0.4%
+26%
Added · +10K sh
25Meta Platforms Inc
CL A
$2.8M4.9K
0.4%
+3.3%
Added · +157 sh
26Vanguard Index FDS
S&P 500 ETF SHS
$2.7M3.9K
0.4%
−6.3%
Reduced · −261 sh
27Alphabet Inc
CAP STK CL A
$2.6M7.4K
0.4%
+0.3%
Added · +20 sh
28Boeing Co
COM
$2.5M11.5K
0.3%
+4.3%
Added · +473 sh
29Vanguard Scottsdale FDS
INTER TERM TREAS
$2.4M40.8K
0.3%
−10%
Reduced · −5K sh
30SPDR Series Trust
ST STR PR SP1500
$2.3M25.7K
0.3%
+0.4%
Added · +100 sh
31Ishares TR
ULTRA SHORT DUR
$2.3M44.7K
0.3%
+35%
Added · +11K sh
32SPDR Series Trust
ST STR SP BIOT
$2.2M13.8K
0.3%
−3.5%
Reduced · −500 sh
33Lam Research Corp
COM NEW
$2.1M4.9K
0.3%
−28%
Reduced · −2K sh
34Harrow Inc
COM
$2.0M47.6K
0.3%
+23%
Added · +9K sh
35Advanced Micro Devices Inc
COM
$2.0M3.4K
0.3%
−0.6%
Reduced · −20 sh
36Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.0M33.8K
0.3%
Held
37Bristol-Myers Squibb Co
COM
$2.0M34.0K
0.3%
−9.6%
Reduced · −4K sh
38Uber Technologies Inc
COM
$1.9M26.9K
0.3%
+32%
Added · +7K sh
39SPDR Series Trust
ST NUVE TERM ETF
$1.9M40.3K
0.3%
+0.2%
Added · +100 sh
40Exxon Mobil Corp
COM
$1.9M14.0K
0.3%
+7.1%
Added · +930 sh
41Dimensional ETF Trust
US COR EQU 2 ETF
$1.8M41.7K
0.3%
−13%
Reduced · −6K sh
42Dimensional ETF Trust
US EQUI MARK ETF
$1.8M22.4K
0.3%
−36%
Reduced · −13K sh
43Select Sector SPDR TR
ST STR FINL ETF
$1.8M33.0K
0.2%
+1.5%
Added · +500 sh
44Unitedhealth Group Inc
COM
$1.7M4.1K
0.2%
−5.0%
Reduced · −217 sh
45Amplify ETF TR
CEF HIGH INCOME
$1.7M148.1K
0.2%
−92%
Reduced · −1.6M sh
46Micron Technology Inc
COM
$1.7M1.5K
0.2%
+8.8%
Added · +120 sh
47Cloudflare Inc
CL A COM
$1.7M6.9K
0.2%
−2.8%
Reduced · −200 sh
48Wells Fargo & Co
COM
$1.7M20.4K
0.2%
−2.7%
Reduced · −566 sh
49Broadcom Inc
COM
$1.6M4.2K
0.2%
+14%
Added · +525 sh
50Vanguard Mun BD FDS
TAX EXEMPT BD
$1.5M30.0K
0.2%
+1.8%
Added · +531 sh
Showing 50 of 201 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026201$713.9M13F-HR
Q1 2026Mar 31, 2026May 5, 2026194$626.1M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026190$656.2M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025185$572.8M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025186$574.3M13F-HR
Q1 2025Mar 31, 2025May 2, 2025182$502.2M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025181$507.8M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024194$489.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.