Fund HoldingsLJI Wealth Management, LLC

Total Portfolio Value
$625.11M
Total Bought
$30.65M
Total Sold
$37.88M
Net Transaction
-$7.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR
0-5YR INVT GR CP
1,308,3041,367,626+59,32266,33169,05111.05%+2,720
ISHARES TR
ULTRA SHORT DUR
033,245+33,24501,6830.27%+1,683
ISHARES TR116,909122,099+5,19028,77830,2814.84%+1,502
ISHARES TR181,266194,469+13,20317,45018,9083.02%+1,458
VANGUARD ADMIRAL FDS INC117,236121,489+4,25314,09215,1902.43%+1,098
ISHARES TR30,25240,015+9,7633,2284,2620.68%+1,034
EXXON MOBIL CORP13,22613,096-1301,5922,2220.36%+630
HARROW INC(HROW)038,700+38,70001,3650.22%+1,365
USA RARE EARTH INC(USAR)039,844+39,84406030.10%+603
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
31,26639,832+8,5661,7902,2580.36%+468
OKLO INC(OKLO)(Put)08,000+8,0000397+397
OKLO INC(OKLO)08,000+8,00003970.06%+397
VANGUARD INDEX FDS3,3924,164+7722,1272,4880.40%+361
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
09,653+9,65306050.10%+605
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
04,650+4,65003110.05%+311
LAM RESEARCH CORP(LRCX)6,7616,76101,1571,4450.23%+287
ISHARES SILVER TR(SLV)1,7005,344+3,6441103640.06%+255
ADVISORSHARES TR
PURE US CANN ETF
0111,020+111,02003940.06%+394
UNITEDHEALTH GROUP INC(UNH)04,331+4,33101,1720.19%+1,172
JOHNSON & JOHNSON(JNJ)5,6835,690+71,1761,3910.22%+215
ISHARES TR6,0008,109+2,1096028160.13%+214
VANGUARD MALVERN FDS02,732+2,73202120.03%+212
STARBUCKS CORP(SBUX)02,346+2,34602100.03%+210
SPDR GOLD TR(GLD)0484+48402080.03%+208
CHEVRON CORPORATION(CVX)03,781+3,78107820.13%+782
ECOLAB INC(ECL)0773+77302060.03%+206
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
03,665+3,66502030.03%+203
VERTIV HOLDINGS CO(VRT)0811+81102030.03%+203
MERCK & CO INC(MRK)01,688+1,68802030.03%+203
LOCKHEED MARTIN CORP(LMT)0333+33302010.03%+201
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
02,325+2,32502010.03%+201
BRISTOL-MYERS SQUIBB CO(BMY)39,08837,598-1,4902,1082,2800.36%+172
TSS INC DEL012,500+12,50001630.03%+163
CATERPILLAR INC(CAT)1,1251,132+76458020.13%+158
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,3828,302-803755090.08%+134
COSTCO WHOLESALE CORPORATION(COST)0961+96109580.15%+958
ASML HLDG NV
N Y REGISTRY SHS
49249205276500.10%+124
VANGUARD INDEX FDS01,897+1,89704970.08%+497
FIDELITY COVINGTON TRUST012,270+12,27004170.07%+417
VANGUARD ADMIRAL FDS INC02,870+2,87003280.05%+328
PURECYCLE TECHNOLOGIES INC(PCT)65,300127,930+62,6305616640.11%+103
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
057,868+57,86805,7970.93%+5,797
VANECK ETF TRUST
OIL SERVICES ETF
0828+82803350.05%+335
PROCTER & GAMBLE CO(PG)02,754+2,75403980.06%+398
SPDR SERIES TRUST
ST STR PR SP1500
23,36625,621+2,2551,9282,0260.32%+98
SLB LIMITED(SLB)9,9559,255-7003824760.08%+94
INTEL CORP(INTC)11,38811,488+1004205070.08%+87
SPDR SERIES TRUST
ST STR SP BIOT
14,32014,280-401,7461,8240.29%+78
NETFLIX INC.(NFLX)08,706+8,70608370.13%+837
APPLIED MATLS INC1,028996-322643400.05%+76
VERIZON COMMUNICATIONS INC(VZ)07,319+7,31903670.06%+367
CLOUDFLARE INC(NET)07,100+7,10001,4650.23%+1,465
WALMART INC(WMT)6,2546,122-1326977610.12%+64
FEDEX CORP(FDX)93093002693310.05%+63
JOBY AVIATION INC(JOBY)34,07561,100+27,0254505050.08%+55
VANGUARD INDEX FDS03,040+3,04006600.11%+660
MICRON TECHNOLOGY INC(MU)1,4381,359-794104590.07%+49
VANECK ETF TRUST
SEMICONDUCTR ETF
2,0292,027-27317770.12%+46
SCHWAB STRATEGIC TR014,048+14,04803480.06%+348
SEMPRA(SRE)03,798+3,79803690.06%+369
FREEPORT MCMORAN INC(FCX)4,1624,16202112450.04%+33
ISHARES TR05,870+5,87005700.09%+570
ISHARES TR
MSCI INTL VLU FT
15,03615,03605725970.10%+25
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6301,537-934955190.08%+24
VANGUARD INDEX FDS04,655+4,65501,3370.21%+1,337
UNION PAC CORP(UNP)01,968+1,96804770.08%+477
ALTRIA GROUP INC(MO)04,308+4,30802840.05%+284
ISHARES TR010,012+10,01205690.09%+569
VANGUARD WHITEHALL FDS08,687+8,68701,2870.21%+1,287
AMETEK INC02,087+2,08704470.07%+447
ISHARES TR03,734+3,73404420.07%+442
ISHARES TR01,481+1,48102240.04%+224
BANK AMERICA CORP(Put)0300+300015+15
ISHARES TR02,649+2,64903860.06%+386
ISHARES TR04,809+4,80903250.05%+325
INDEPENDENT BK CORP MICH09,000+9,00003000.05%+300
SIMON PPTY GROUP INC NEW(SPG)01,599+1,59902980.05%+298
GOLDMAN SACHS GROUP INC(GS)0356+35603010.05%+301
ISHARES TR
CORE MSCI EAFE
06,112+6,11205530.09%+553
CISCO SYS INC(CSCO)02,943+2,94302280.04%+228
SANGAMO THERAPEUTICS INC(SGMOQ)019,460+19,460050.00%+5
LOWES COS INC(LOW)1,0201,02002462410.04%-5
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
033,761+33,76101,9760.32%+1,976
VANGUARD SPECIALIZED FUNDS01,696+1,69603650.06%+365
INVESCO EXCH TRADED FD TR II
SR LN ETF
014,404+14,40402940.05%+294
UWM HOLDINGS CORPORATION(UWMC)011,500+11,5000420.01%+42
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,6507,835-8153693600.06%-10
ISHARES TR0615+61502280.04%+228
DBX ETF TR04,810+4,81002860.05%+286
PHILIP MORRIS INTL INC(PM)02,083+2,08303440.06%+344
MASTERCARD INCORPORATED(MA)0469+46902340.04%+234
VANGUARD WHITEHALL FDS04,710+4,71004170.07%+417
FIDELITY COVINGTON TRUST06,678+6,67803930.06%+393
ISHARES TR04,849+4,84902990.05%+299
TIDAL TRUST I02,295+2,29502860.05%+286
VANGUARD WORLD FD
COMM SRVC ETF
01,538+1,53802770.04%+277
HOME DEPOT INC(HD)01,665+1,66505470.09%+547
SCHWAB CHARLES CORP(SCHW)3,0633,06303062880.05%-18
ISHARES TR09,005+9,00503140.05%+314
STATE STR SPDR DOW JONES IND(DIA)01,250+1,25005790.09%+579
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