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 $321.8M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($76.7M, 23.83%), IGRO ($40.7M, 12.64%), QQQ ($40.6M, 12.62%), VO ($20.4M, 6.33%), VB ($20.2M, 6.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $76.7M | 23.83% | 111,684 | Added |
| 2 | IGRO | ISHARES TR | $40.7M | 12.64% | 462,543 | Added |
| 3 | QQQ | INVESCO QQQ TR | $40.6M | 12.62% | 55,168 | Added |
| 4 | VO | VANGUARD INDEX FDS | $20.4M | 6.33% | 252,672 | Added |
| 5 | VB | VANGUARD INDEX FDS | $20.2M | 6.29% | 66,781 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $18.0M | 5.59% | 82,596 | Added |
| 7 | STIP | ISHARES TR | $15.7M | 4.88% | 153,718 | Added |
| 8 | SMH | VANECK ETF TRUST | $15.4M | 4.78% | 23,453 | Trimmed |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $14.6M | 4.55% | 180,710 | Added |
| 10 | AOM | ISHARES TR | $14.1M | 4.39% | 283,095 | Added |
| 11 | VCRB | VANGUARD MALVERN FDS | $11.5M | 3.57% | 148,577 | Added |
| 12 | PTRB | PGIM ETF TR | $7.8M | 2.44% | 189,244 | Added |
| 13 | PYLD | PIMCO ETF TR | $5.7M | 1.78% | 216,205 | Added |
| 14 | HYMB | SPDR SERIES TRUST | $3.0M | 0.95% | 119,670 | New |
| 15 | FMHI | FIRST TR EXCH TRADED FD III | $3.0M | 0.94% | 62,460 | New |
| 16 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.49% | 4,784 | Added |
| 17 | AAPL | APPLE INC | $1.5M | 0.46% | 5,157 | Trimmed |
| 18 | YLD | PRINCIPAL EXCHANGE TRADED FD | $1.5M | 0.46% | 77,941 | New |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.42% | 1,820 | Added |
| 20 | GOOGL | ALPHABET INC | $1.3M | 0.41% | 3,680 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $939,993 | 0.29% | 2,520 | Added |
| 22 | AMZN | AMAZON COM INC | $812,263 | 0.25% | 3,408 | Trimmed |
| 23 | V | VISA INC | $557,120 | 0.17% | 1,624 | Trimmed |
| 24 | HD | HOME DEPOT INC | $550,427 | 0.17% | 1,561 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $475,721 | 0.15% | 2,378 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30