Lji Wealth Management, LLC - Q12026 Holdings

Lji Wealth Management, LLC holds 191 stocks with a total portfolio value of $ 626.06M as of Q12026. In Q12026, Lji Wealth Management, LLC added 14 new positions, increased stakes in 63 stocks, reduced 72 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (ITOT), representing 27.79% of the total portfolio.