LJI Wealth Management, LLC ETF holdings
Indianapolis, IN
Reported $588.2M in 106 ETFs in its Form 13F for June 30, 2026.
ETF value
$588.2M
ETFs held
106
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
82.4%
of $713.9M
Top 10 of 106 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $194.5M | 1,183,884 | −37,475 shares |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF | $82.4M | 1,635,740 | +268,114 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $57.8M | 1,198,694 | +1,176,919 shares |
| FLOT | iShares Floating Rate Bond ETF | $36.9M | 722,584 | +71,125 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $29.7M | 80,375 | −2,740 shares |
| ONEQ | Fidelity Nasdaq Composite Index ETF | $25.2M | 244,076 | −139,240 shares |
| IWR | iShares Russell Mid-Cap ETF | $21.2M | 192,587 | −1,882 shares |
| QQQ | Invesco QQQ Trust | $18.4M | 24,990 | −1,241 shares |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | $14.7M | 100,227 | −21,262 shares |
| IWM | iShares Russell 2000 ETF | $11.2M | 37,265 | −84,834 shares |
96 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001988563. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LJI Wealth Management, LLC own?
LJI Wealth Management, LLC reported 106 ETF positions worth $588.2M in its Form 13F for June 30, 2026. The largest was ITOT, at $194.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.