LJI Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 195 distinct equity positions held by the firm.
The largest position disclosed in the portfolio is Apple Inc., with 19,719,991 shares. Other major holdings include Amazon.com Inc. with 4,009,384 shares, and Eli Lilly & Co. with 7,841,454 shares. The filing also details a significant allocation to exchange-traded funds, including the Fidelity Covalent Trust Blue Chip Growth Fund, which holds 568,564 shares, and the Invesco QQQ Trust Unit Series 1, which holds 18,121,497 shares.
The filing identifies Bradley Owens as the Chief Compliance Officer and the authorized signatory for the report, which was filed on October 28, 2026.
