Lji Wealth Management, LLC - Q42025 Holdings

Lji Wealth Management, LLC holds 188 stocks with a total portfolio value of $ 656.24M as of Q42025. In Q42025, Lji Wealth Management, LLC added 17 new positions, increased stakes in 91 stocks, reduced 29 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (ITOT), representing 27.39% of the total portfolio.