AJ Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, AJ Advisors, LLC held in its portfolio 34 assets valued at $270,850,689 (i.e. $270.85M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($65.51M), ISHARES TR ($35.53M), and INVESCO QQQ TR ($32.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AJ Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 104452 | 65504957 | S&P 500 ETF SHS |
| ISHARES TR | 429277 | 35531221 | INTL DIV GRWTH |
| INVESCO QQQ TR | 52392 | 32184688 | UNIT SER 1 |
| VANGUARD INDEX FDS | 59175 | 17173766 | MID CAP ETF |
| VANGUARD INDEX FDS | 64044 | 16520270 | SMALL CP ETF |
| VANGUARD INDEX FDS | 79125 | 15112020 | VALUE ETF |
| ISHARES TR | 141995 | 14538862 | 0-5 YR TIPS ETF |
| ISHARES TR | 269096 | 12843968 | CORE 40/60 MODER |
| FIRST TR EXCHANGE TRADED FD | 175449 | 12188462 | RISNG DIVD ACHIV |
| VANGUARD MALVERN FDS | 138450 | 10784594 | CORE BD ETF |
| VANECK ETF TRUST | 24601 | 8859497 | SEMICONDUCTR ETF |
| PGIM ETF TR | 176838 | 7434262 | TOTAL RETURN BON |
| PIMCO ETF TR | 196720 | 5248492 | MULTISECTOR BD |
| FIRST TR EXCH TRADED FD III | 60429 | 2896645 | MUNI HI INCM ETF |
| JPMORGAN CHASE & CO. | 5143 | 1657086 | COM |
| APPLE INC | 5262 | 1430476 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 74021 | 1406763 | ACTIVE HIGH YL |
| SPDR S&P 500 ETF TR | 1794 | 1223424 | TR UNIT |
| MICROSOFT CORP | 2458 | 1188577 | COM |
| ALPHABET INC | 3667 | 1147910 | CAP STK CL A |
| AMAZON COM INC | 3388 | 782018 | COM |
| SPDR SERIES TRUST | 16862 | 761728 | STATE STREET SPD |
| VISA INC | 1580 | 554175 | COM CL A |
| HOME DEPOT INC | 1605 | 552253 | COM |
| BLACKROCK INC | 493 | 527575 | COM |
| HCA HEALTHCARE INC | 1037 | 484336 | COM |
| NVIDIA CORPORATION | 2360 | 440199 | COM |
| BERKSHIRE HATHAWAY INC DEL | 844 | 424237 | CL B NEW |
| MASTERCARD INCORPORATED | 506 | 289011 | CL A |
| ISHARES TR | 371 | 253832 | CORE S&P500 ETF |
| PROCTER AND GAMBLE CO | 1744 | 249883 | COM |
| BLUEROCK PVT REAL ESTATE FD | 16199 | 242985 | COM |
| GLOBUS MED INC | 2399 | 209457 | CL A |
| ISHARES TR | 1439 | 203060 | SELECT DIVID ETF |
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