Lji Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $573 Billion distributed in 185 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 $166B, Ishares 0 5 Year Investment Gr with a value of $58.6B, Fidelity Nasdaq Composite Inde with a value of $30B, Vanguard Total Stock Market Et with a value of $27.5B, and Ishares Russell 2000 ETF with a value of $26.6B.
Examining the 13F form we can see an decrease of $1.52B in the current position value, from $574B to 573B.
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
$573 Billion
ETFs: $469 Billion
Technology: $43.7 Billion
Financial Services: $16.3 Billion
Healthcare: $12.1 Billion
Communication Services: $8.26 Billion
Industrials: $5.96 Billion
Consumer Cyclical: $5.3 Billion
Consumer Defensive: $4.55 Billion
Other: $4.45 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
