Notify me when LJI Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 188 | $654,662,246 | +$78,437,881 | -$5,037,466 | +$73,400,415 | ITOT, SLQD, ONEQ, FLOT, VTI | 13F-HR | 03 Feb 2026, 16:43 |
| Q3 2025 | 180 | $571,943,163 | +$18,474,317 | -$62,232,008 | -$43,757,691 | ITOT, SLQD, ONEQ, VTI, IWM | 13F-HR | 29 Oct 2025, 08:36 |
| Q2 2025 | 185 | $574,093,984 | +$43,347,014 | -$16,008,973 | +$27,338,041 | ITOT, SLQD, ONEQ, VTI, IWM | 13F-HR | 31 Jul 2025, 09:09 |
| Q1 2025 | 182 | $502,153,631 | +$22,061,319 | -$4,520,844 | +$17,540,475 | ITOT, SLQD, VTI, ONEQ, IWM | 13F-HR | 01 May 2025, 17:32 |
| Q4 2024 | 180 | $507,736,875 | +$45,467,341 | -$34,319,635 | +$11,147,706 | ITOT, SLQD, VTI, ONEQ, IWM | 13F-HR | 28 Jan 2025, 16:15 |
| Q3 2024 | 193 | $488,963,094 | +$20,522,879 | -$4,654,951 | +$15,867,928 | ITOT, SLQD, ONEQ, IWM, FLOT | 13F-HR | 06 Nov 2024, 16:38 |
| Q2 2024 | 185 | $452,106,907 | +$68,161,296 | -$10,916,508 | +$57,244,788 | ITOT, SLQD, ONEQ, IWM, FLOT | 13F-HR | 12 Aug 2024, 16:31 |
| Q1 2024 | 152 | $386,558,200 | +$13,933,423 | -$37,178,247 | -$23,244,824 | ITOT, SLQD, ONEQ, IWM, FLOT | 13F-HR | 15 May 2024, 13:32 |
| Q4 2023 | 169 | $385,986,917 | +$19,320,229 | -$14,970,003 | +$4,350,226 | ITOT, SLQD, ONEQ, FLOT, IWM | 13F-HR | 13 Feb 2024, 13:14 |
| Q3 2023 | 161 | $347,413,666 | +$16,793,102 | -$2,446,461 | +$14,346,641 | ITOT, SLQD, ONEQ, FLOT, IWM | 13F-HR | 02 Feb 2024, 11:04 |
| Q2 2023 | 178 | $237,683,623 | +$7,904,036 | -$6,423,191 | +$1,480,845 | SLQD, ONEQ, FLOT, AAPL, IWM | 13F-HR | 02 Feb 2024, 11:02 |
| Q1 2023 | 158 | $316,520,447 | +$26,214,126 | -$7,127,620 | +$19,086,506 | ITOT, SLQD, ONEQ, FLOT, IWM | 13F-HR | 02 Feb 2024, 11:01 |
| Q4 2022 | 149 | $285,317,333 | $0 | $0 | $0 | ITOT, SLQD, FLOT, ONEQ, IWM | 13F-HR | 02 Jan 2024, 09:48 |