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Lji Wealth Management, LLC
LJI Wealth Management, LLC is a registered investment adviser headquartered in Indianapolis, Indiana. Founded in 2007 by Layton L. John, the firm specializes in wealth management, financial planning, and investment advisory services for individual investors, high net worth clients, and pension/profit sharing plans. With a team of 13-15 employees, LJI Wealth Management combines a planning-first approach, independence, and extensive experience to serve clients across more than 30 states.
Investment Strategy
LJI Wealth Management employs an unbiased, solutions-based approach featuring core investment principles such as passive investing for tax efficiency, global diversification, rigorous asset allocation with exposure to both equities and high-quality fixed income, and a disciplined embrace of market volatility. Their philosophy emphasizes factors including the equity market premium, value and size premiums, profitability, and relative strength, while prioritizing comprehensive, goals-based planning for both individuals and small businesses. The firm serves businesses by advising on retirement plan structures and offers personalized financial wellness programs for participants.
Latest 13F Filing Activity
Lji Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions and 1 options positions with a total 13F market value of $574M. The fund increased holdings in Ishares TR, Fidelity Comwlth TR, Vanguard Scottsdale FDS among other positions. Lji Wealth Management, LLC reduced exposure to Vanguard Index FDS, Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 27.89% | $160.2M | 1,185,987 | $104.09 | $135.04 | +$33.5M |
S SLQD | ISHARES TR | 9.87% | $56.7M | 1,120,845 | $48.53 | $50.59 | +$1.2M |
O ONEQ | FIDELITY COMWLTH TR | 4.91% | $28.2M | 352,362 | $46.27 | $80.10 | +$5.7M |
V VTI | VANGUARD INDEX FDS | 4.78% | $27.4M | 90,253 | $253.70 | $303.93 | -$4.3M |
I IWM | ISHARES TR | 4.20% | $24.1M | 111,716 | $186.68 | $215.79 | +$3.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
F FIVN | FIVE9 INC | New | Put | $211.8K | 80 | $26.48 | $26.48 | +80 | +$211.8K |
Industry Allocation
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