Institutional Fund
Lji Wealth Management, LLC
Indianapolis, INCIK 19885635 filings on record
Portfolio Value
$625.11M
Q1 2026
Holdings
191
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-4.5%
from $654.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr27.8%
- Ishares Tr11.0%
- Ishares Tr5.3%
- Fidelity Comwlth Tr5.2%
- Ishares Tr4.8%
- Vanguard Index Fds4.3%
- Other41.5%
Portfolio Holdings
191 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.22M | $173.96M | 27.8% | +12.6K | Added |
| 2 | Ishares Tr | 1.37M | $69.05M | 11.0% | +59.3K | Added |
| 3 | Ishares Tr | 651.5K | $33.19M | 5.3% | −3.9K | Reduced |
| 4 | Fidelity Comwlth Tr | 383.3K | $32.55M | 5.2% | +14.5K | Added |
| 5 | Ishares Tr | 122.1K | $30.28M | 4.8% | +5.2K | Added |
| 6 | Vanguard Index Fds | 83.1K | $26.66M | 4.3% | −3.2K | Reduced |
| 7 | Amplify ETF Tr | 1.78M | $19.63M | 3.1% | +69.0K | Added |
| 8 | Ishares Tr | 194.5K | $18.91M | 3.0% | +13.2K | Added |
| 9 | Apple Inc | 59.9K | $15.20M | 2.4% | +372 | Added |
| 10 | Vanguard Admiral Fds Inc | 121.5K | $15.19M | 2.4% | +4.3K | Added |
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