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AJ Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1951167

$321.8M

disclosed book value

37

positions

23.8%

largest position share

Positions, as of 2026-06-30

top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS111,684$76.7M23.8%
2IGROISHARES TR462,543$40.7M12.6%
3QQQINVESCO QQQ TR55,168$40.6M12.6%
4VOVANGUARD INDEX FDS252,672$20.4M6.3%
5VBVANGUARD INDEX FDS66,781$20.2M6.3%
6VTVVANGUARD INDEX FDS82,596$18.0M5.6%
7STIPISHARES TR153,718$15.7M4.9%
8SMHVANECK ETF TRUST23,453$15.4M4.8%
9RDVYFIRST TR EXCHANGE TRADED FD180,710$14.6M4.6%
10AOMISHARES TR283,095$14.1M4.4%
11VCRBVANGUARD MALVERN FDS148,577$11.5M3.6%
12PTRBPGIM ETF TR189,244$7.8M2.4%
13PYLDPIMCO ETF TR216,205$5.7M1.8%
14HYMBSPDR SERIES TRUST119,670$3.0M0.9%
15FMHIFIRST TR EXCH TRADED FD III62,460$3.0M0.9%
16JPMJPMORGAN CHASE & CO4,784$1.6M0.5%
17AAPLAPPLE INC5,157$1.5M0.5%
18YLDPRINCIPAL EXCHANGE TRADED FD77,941$1.5M0.5%
19SPYSTATE STR SPDR S&P 500 ETF T1,820$1.4M0.4%
20GOOGLALPHABET INC3,680$1.3M0.4%
21MSFTMICROSOFT CORP2,520$939,9930.3%
22AMZNAMAZON COM INC3,408$812,2630.3%
23VVISA INC1,624$557,1200.2%
24HDHOME DEPOT INC1,561$550,4270.2%
25NVDANVIDIA CORPORATION2,378$475,7210.1%
26BLKBLACKROCK INC484$465,6570.1%
27BRK/BBERKSHIRE HATHAWAY INC DEL869$434,8390.1%
28HCAHCA HEALTHCARE INC1,075$419,2630.1%
29SPYMSPDR SERIES TRUST4,755$417,8580.1%
30SPSBSPDR SERIES TRUST11,718$351,6440.1%
31IVVISHARES TR369$276,0230.1%
32MAMASTERCARD INCORPORATED531$272,7260.1%
33PGPROCTER & GAMBLE CO1,586$232,5150.1%
34DVYISHARES TR1,462$228,4600.1%
35COSTCOSTCO WHOLESALE CORPORATION240$224,7020.1%
36UNHUNITEDHEALTH GROUP INC522$216,8470.1%
37OPEN LENDING CORP46,418$144,3600%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.