Lji Wealth Management, LLC Portfolio Holdings
Lji Wealth Management, LLC
- $573 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 185
- Current Value $573 Billion
- Prior Value $574 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 17 stocks
- Additional Purchases 25 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks