LJI Wealth Management, LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$625.7M
Holdings
190
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Sold 99.5% (1.21M → 5.7k shares)
27.8%
02
$SLQD
ISHARES TR
Q1 2026: Exited (was 1.31M shares)
11.0%
03
$FLOT
ISHARES TR
Q1 2026: Exited (was 655.3k shares)
5.3%
04
$ONEQ
FIDELITY COMWLTH TR
Q1 2026: Exited (was 368.8k shares)
5.2%
05
$IWM
ISHARES TR
Q1 2026: Exited (was 116.9k shares)
4.8%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 89.2% (86.3k → 9.3k shares)
4.3%
07
$YYY
AMPLIFY ETF TR
Q1 2026: Exited (was 1.71M shares)
3.1%
08
$IWR
ISHARES TR
Q1 2026: Exited (was 181.3k shares)
3.0%
09
$AAPL
APPLE INC
Q1 2026: Sold 94.8% (59.5k → 3.1k shares)
2.4%
10
$IVOG
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 117.2k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:20 UTC.