Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025

Lji Wealth Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $574 Billion distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $160B, Ishares 0 5 Year Investment Gr with a value of $56.7B, Fidelity Nasdaq Composite Inde with a value of $28.2B, Vanguard Total Stock Market Et with a value of $27.4B, and Ishares Russell 2000 ETF with a value of $24.1B.

Examining the 13F form we can see an increase of $72.2B in the current position value, from $502B to 574B.

Lji Wealth Management, LLC is based out at Indianapolis, IN

Below you can find more details about Lji Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $574 Billion
ETFs: $479 Billion
Technology: $38.8 Billion
Financial Services: $16.1 Billion
Healthcare: $10.8 Billion
Communication Services: $7.85 Billion
Industrials: $5.35 Billion
Consumer Cyclical: $5.31 Billion
Consumer Defensive: $3.09 Billion
Other: $3.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.9 Billion 2.25% of portfolio
63,074
Q2 2025 Reduced 3.35%
$859B
$7.94 Billion 1.38% of portfolio
27,375
Q2 2025 Reduced 1.13%
$608B
$6.1 Billion 1.06% of portfolio
7,822
Q2 2025 Added 10.57%
$367B
$5.39 Billion 0.94% of portfolio
39,541
Q2 2025 Reduced 0.24%
$456B
$5.24 Billion 0.91% of portfolio
33,169
Q2 2025 Added 1.13%
$3.95T
$4.55 Billion 0.79% of portfolio
9,141
Q2 2025 Reduced 1.47%
$1.78T
$3.46 Billion 0.6% of portfolio
4,694
Q2 2025 Added 0.09%
$2.26T
$2.99 Billion 0.52% of portfolio
13,639
Q2 2025 Added 1.75%
$381B
$2.39 Billion 0.42% of portfolio
50,613
Q2 2025 Reduced 2.77%
$139B
$2.31 Billion 0.4% of portfolio
11,017
Q2 2025 Reduced 0.59%
$182B
$2.01 Billion 0.35% of portfolio
21,522
Q2 2025 Added 86.39%
$302B
$1.69 Billion 0.29% of portfolio
21,115
Q2 2025 Added 0.08%
$442B
$1.42 Billion 0.25% of portfolio
13,208
Q2 2025 Reduced 2.55%
$57.3B
$1.39 Billion 0.24% of portfolio
7,100
Q4 2024 Reduced 1.39%
$1.21T
$1.27 Billion 0.22% of portfolio
7,201
Q2 2025 Added 1.19%
$684B
$1.15 Billion 0.2% of portfolio
5,263
Q2 2025 Added 0.9%
$621B
$1.12 Billion 0.19% of portfolio
2,297
Q2 2025 Added 18.34%
$127B
$1.04 Billion 0.18% of portfolio
3,760
Q2 2025 Reduced 1.75%
$439B
$951 Million 0.17% of portfolio
961
Q2 2025 Reduced 0.72%
$1.24T
$977 Million 0.17% of portfolio
5,507
Q2 2025 Added 0.35%
$452B
$917 Million 0.16% of portfolio
6,006
Q2 2025 Reduced 1.43%
$18.2B
$771 Million 0.13% of portfolio
5,230
Q1 2024 Reduced 1.88%
$281B
$662 Million 0.12% of portfolio
6,774
Q2 2025 Added 0.89%
$1.08T
$663 Million 0.12% of portfolio
2,086
Q2 2025 Added 6.81%
$207B
$646 Million 0.11% of portfolio
5,208
Q2 2025 Reduced 0.21%
$169B
$610 Million 0.11% of portfolio
1,122
Q2 2025 Reduced 4.51%
$23.7B
$636 Million 0.11% of portfolio
27,040
Q2 2025 Reduced 1.46%
$245B
$647 Million 0.11% of portfolio
2,075
Q2 2025 Added 182.31%
$302B
$584 Million 0.1% of portfolio
4,081
Q2 2025 Reduced 6.18%
$185M
$602 Million 0.1% of portfolio
288,000
Q2 2025 Added 27.43%
$405B
$598 Million 0.1% of portfolio
1,632
Q2 2025 Reduced 2.51%
$17.1B
$574 Million 0.1% of portfolio
1,750
Q2 2025 Reduced 7.89%
$282B
$507 Million 0.09% of portfolio
3,576
Q2 2025 Reduced 7.5%
$93.6B
$469 Million 0.08% of portfolio
920
Q2 2025 Added 0.66%
$135B
$453 Million 0.08% of portfolio
1,968
Q2 2025 Reduced 7.87%
$232B
$472 Million 0.08% of portfolio
1,731
Q2 2025 Added 0.17%
$133B
$447 Million 0.08% of portfolio
499
Q4 2023 Reduced 0.8%
$30.3B
$483 Million 0.08% of portfolio
7,110
Q2 2025 Added 23.22%
$218B
$437 Million 0.08% of portfolio
1,125
Q2 2025 Reduced 1.32%
$551B
$466 Million 0.08% of portfolio
1,312
Q2 2025 Reduced 7.08%
$12.7B
$464 Million 0.08% of portfolio
4,950
Q4 2024 Reduced 37.74%
$596M
$380 Million 0.07% of portfolio
23,300
Q1 2025 Reduced 25.08%
$261B
$404 Million 0.07% of portfolio
2,221
Q1 2025 Added 0.05%
$1.68B
$410 Million 0.07% of portfolio
39,650
Q2 2025 Reduced 14.55%
$48.9B
$430 Million 0.07% of portfolio
4,362
Q2 2025 Added 26.0%
$351B
$378 Million 0.07% of portfolio
2,034
Q2 2025 Reduced 0.93%
$182B
$402 Million 0.07% of portfolio
9,291
Q2 2025 Added 0.08%
$295B
$394 Million 0.07% of portfolio
492
Q2 2025 Added 0.82%
$42.5B
$378 Million 0.07% of portfolio
2,087
Q4 2023 Reduced 10.7%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $574 Billion
  • Prior Value $502 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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