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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$238M
$602 Million 0.1% of portfolio
288,000
Q2 2025 Added 27.43%
$83M
$10.7 Million 0.0% of portfolio
19,760
Q2 2025 Reduced 16.84%
$150M
$12.2 Million 0.0% of portfolio
11,100
Q2 2025 New

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
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email