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Bradley H. Owens

Lji Wealth Management, Llc

Assets Managed
$626.063M
Holdings
191
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-4.59%(2Q avg: 4.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lji Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 191 positions.

Assets under management

The assets under management (AUM) of Lji Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 626.063M in assets, with a quarterly growth rate of -4.59% and a 2-quarter average growth rate of 4.99%. The portfolio is managed by Bradley H. Owens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.05%
27.79%
$173.958M
1.221M shares@ $142.43 avg price
SLQD
Ishares 0-5 Yr Inv Grd Corp
Recent Activity
Increased 4.54%
11.03%
$69.051M
1.368M shares@ $50.49 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -0.59%
5.31%
$33.192M
651,459 shares@ $50.95 avg price
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
Increased 3.93%
5.2%
$32.547M
383,316 shares@ $84.92 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 4.44%
4.84%
$30.281M
122,099 shares@ $248.01 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.71%
4.26%
$26.664M
83,115 shares@ $320.81 avg price
YYY
Amplify High Income Etf
Recent Activity
Increased 4.04%
3.14%
$19.629M
1.78M shares@ $11.04 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 7.29%
3.03%
$18.908M
194,469 shares@ $97.24 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.63%
2.43%
$15.198M
59,885 shares@ $253.79 avg price
IVOG
Vanguard S&p Mid-cap 400 Gro
Recent Activity
Increased 3.63%
2.43%
$15.19M
121,489 shares@ $125.03 avg price

1-10 of 191