Managers / Q4 2023 · view latest →
LJI Wealth Management, LLC
CIK 0001988563 · 6569 CARROLLTON AVE, INDIANAPOLIS, IN, 46220 · 317-466-9702
Reported Value
$386M
Q4 2023
Positions
170
Filings on Record
14
2019–present window
Filed
Feb 13, 2024
original filing
Summary
Lji Wealth Management, Llc reported $386M in U.S.-listed holdings across 170 positions for Q4 2023.
The portfolio is heavily concentrated: Ishares Tr alone accounts for 22.6% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 82.8% · $320M
- Common Stock · 16.5% · $64M
- REIT · 0.4% · $2M
- ADR · 0.2% · $637,126
- Other · 0.2% · $583,704
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $626M | 194 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $656M | 190 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $573M | 185 | Oct 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $574M | 186 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $502M | 182 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $508M | 181 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $489M | 194 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $452M | 186 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $387M | 152 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $386M | 170 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.