Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AJ Advisors, LLC (CIK 1951167) reported $269.5M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($65.1M, 24.14%), IGRO ($37.2M, 13.78%), QQQ ($31.5M, 11.67%), VO ($17.6M, 6.53%), VB ($17.2M, 6.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $65.1M | 24.14% | 108,898 | Added |
| 2 | IGRO | ISHARES TR | $37.2M | 13.78% | 443,506 | Added |
| 3 | QQQ | INVESCO QQQ TR | $31.5M | 11.67% | 54,509 | Added |
| 4 | VO | VANGUARD INDEX FDS | $17.6M | 6.53% | 61,318 | Added |
| 5 | VB | VANGUARD INDEX FDS | $17.2M | 6.37% | 65,512 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $15.8M | 5.87% | 80,680 | Added |
| 7 | STIP | ISHARES TR | $15.3M | 5.66% | 147,499 | Added |
| 8 | AOM | ISHARES TR | $13.0M | 4.83% | 274,866 | Added |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $12.2M | 4.53% | 178,747 | Added |
| 10 | VCRB | VANGUARD MALVERN FDS | $11.0M | 4.10% | 142,747 | Added |
| 11 | SMH | VANECK ETF TRUST | $9.2M | 3.41% | 23,972 | Trimmed |
| 12 | PTRB | PGIM ETF TR | $7.6M | 2.80% | 181,912 | Added |
| 13 | PYLD | PIMCO ETF TR | $5.4M | 2.01% | 206,885 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.52% | 4,769 | Trimmed |
| 15 | AAPL | APPLE INC | $1.3M | 0.49% | 5,207 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.44% | 1,815 | Added |
| 17 | GOOGL | ALPHABET INC | $1.1M | 0.39% | 3,695 | Added |
| 18 | MSFT | MICROSOFT CORP | $916,991 | 0.34% | 2,477 | Added |
| 19 | AMZN | AMAZON COM INC | $738,109 | 0.27% | 3,544 | Added |
| 20 | HCA | HCA HEALTHCARE INC | $502,204 | 0.19% | 1,061 | Added |
| 21 | HD | HOME DEPOT INC | $523,191 | 0.19% | 1,591 | Trimmed |
| 22 | V | VISA INC | $494,007 | 0.18% | 1,634 | Added |
| 23 | BLK | BLACKROCK INC | $467,019 | 0.17% | 486 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $425,940 | 0.16% | 2,442 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $419,779 | 0.16% | 876 | Added |
Source: SEC Form 13F filings · as of 2026-03-31