LJI Wealth Management, LLC

RIA/Wealth

LJI Wealth Management, LLC is a RIA/Wealth based in Indianapolis, IN led by Layton Leon John, reporting $1.1B in AUM as of Q3 2025 with 82% ETF concentration, 70% concentrated in top 10 holdings, and 29% allocation to ITOT.

PresidentLayton Leon John

Portfolio Value: $571.9M
Positions: 180
Top Holding: ITOT at 29.1%
Last Reported: Q3 2025

Address6569 Carrollton Avenue, Indianapolis, IN, 46220, United States

Top Holdings

Largest long holdings in LJI Wealth Management, LLC's portfolio (69.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$166.4M	29.10%	-$6.3M Sold	— 1.1M shares	Q4 2022 Held for 2y 11m
2 iShares 0-5 Year Investment Grade Corporate Bond SLQD	ETF ETF	$58.6M	10.25%	+$1.6M Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
3 ONEQ Fidelity Nasdaq Composite Index ETF ONEQ	ETF ETF	$30.0M	5.24%	-$1.4M Sold	— 336.3K shares	Q4 2022 Held for 2y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$27.5M	4.81%	-$2.1M Sold	— 83.7K shares	Q4 2022 Held for 2y 11m
5 iShares Russell 2000 IWM	ETF ETF	$26.6M	4.65%	-$448.6K Sold	— 109.9K shares	Q4 2022 Held for 2y 11m
6 iShares Floating Rate Bond FLOT	ETF ETF	$25.9M	4.52%	+$7.3M Bought	— 506.2K shares	Q4 2022 Held for 2y 11m
7 Amplify High Income YYY	ETF ETF	$17.7M	3.09%	+$105.0K Bought	— 1.5M shares	Q4 2022 Held for 2y 11m
8 iShares Russell Mid-Cap ETF IWR	ETF ETF	$15.5M	2.70%	-$385.2K Sold	— 160.1K shares	Q4 2022 Held for 2y 11m
9 Invesco QQQ Trust QQQ	ETF ETF	$15.3M	2.68%	-$324.2K Sold	— 25.5K shares	Q4 2022 Held for 2y 11m
10 Apple AAPL	Consumer Electronics Technology	$15.2M	2.66%	-$829.6K Sold	0.00% 59.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LJI Wealth Management, LLC's latest filing

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Market Value

$571.9M

Prior: $574.1M

Q/Q Change

-0.375%

-$2.2M

Net Flows % of MV

-7.83%

Turnover Ratio

7.06%

New Purchases

13 stocks

$5.4M

Added To

25 stocks

+$12.1M

Sold Out Of

22 stocks

$8.8M

Reduced Holdings

102 stocks

-$53.5M

Increased Positions

Position	Shares Δ	Change
1 HROW Harrow HROW	New	0 → 30.0K +$1.4M
2 Boston Scientific BSX	New	0 → 8.2K +$802.5K
3 United Parcel Service, Inc. UPS	New	0 → 7.2K +$603.4K
4 Unity Software U	New	0 → 15.0K +$600.6K
5 iShares 0-3 Month Treasury Bond SGOV	New	0 → 4.0K +$402.8K

Decreased Positions

Position	Shares Δ	Change
1 Dimensional US Small Cap Value DFSV	Sold	79.2K → 0 −$2.3M
2 DFGR Dimensional Global Real Estate DFGR	Sold	26.4K → 0 −$708.5K
3 DISV Dimensional International Small Cap Value DISV	Sold	21.2K → 0 −$698.2K
4 Block XYZ	Sold	7.1K → 0 −$483.0K
5 Invesco FTSE RAFI US 1000 PRF	Sold	11.0K → 0 −$465.0K

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Analytics

Portfolio insights and performance metrics for LJI Wealth Management, LLC

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Sector Allocation

ETF

82.10%

Technology

7.70%

Financial Services

2.80%

Healthcare

2.10%

Communication Services

1.40%

Industrials

1.00%

Consumer Cyclical

0.90%

Consumer Defensive

0.80%

Energy

0.40%

Real Estate

0.20%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

13.63%

Large Cap ($10B - $200B)

3.25%

Mid Cap ($2B - $10B)

0.19%

Small Cap ($300M - $2B)

0.38%

Micro Cap ($50M - $300M)

0.11%

N/A (ETF or Unknown)

82.44%

Portfolio Concentration

Top 10 Holdings %

69.7%

Top 20 Holdings %

81.56%

Top 50 Holdings %

90.63%

Top 100 Holdings %

96.06%