Investor
AJ Advisors, LLC
CIK 0001951167 · filed 2026-04-23 · SEC filing
13F book
$269.5M
Positions
33
1 new · 3 sold
Largest name
24.1%
Vanguard Index Fds
Est. mark
−$4.96M
Price effect on 32 names still held. Flow $3.65M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 108.9K | $65.1M | 24.1% | −$3.09M | Added−$432.9K |
| Ishares Tr | — | 443.5K | $37.2M | 13.8% | $429.3K | Added$1.62M |
| Invesco Qqq Tr | — | 54.5K | $31.5M | 11.7% | −$1.95M | Added−$723.3K |
| Vanguard Index Fds | — | 61.3K | $17.6M | 6.5% | −$179.8K | Added$435.7K |
| Vanguard Index Fds | — | 65.5K | $17.2M | 6.4% | $254K | Added$638.5K |
| Vanguard Index Fds | — | 80.7K | $15.8M | 5.9% | $412.3K | Added$717.4K |
| Ishares Tr | — | 147.5K | $15.3M | 5.7% | $147.6K | Added$716.9K |
| Ishares Tr | — | 274.9K | $13M | 4.8% | −$96.9K | Added$176.4K |
| First Tr Exchange Traded Fd | — | 178.7K | $12.2M | 4.5% | −$208.8K | Added$16.4K |
| Vanguard Malvern Fds | — | 142.7K | $11M | 4.1% | −$71.4K | Added$261.1K |
| Vaneck Etf Trust | — | 24K | $9.19M | 3.4% | $557.8K | Cut$331.3K |
| Pgim Etf Tr | — | 181.9K | $7.55M | 2.8% | −$93.7K | Added$116.9K |
| Pimco Etf Tr | — | 206.9K | $5.42M | 2.0% | −$94.4K | Added$171.9K |
| Jpmorgan Chase & Co. | — | 4.77K | $1.4M | 0.5% | −$133.7K | Cut−$254.2K |
| Apple Inc. | AAPL | 5.21K | $1.32M | 0.5% | −$94.1K | Cut−$109K |
| Spdr S&P 500 Etf Tr | — | 1.81K | $1.18M | 0.4% | −$56.5K | Added−$42.8K |
| Alphabet Inc | — | 3.69K | $1.06M | 0.4% | −$93.4K | Added−$85.4K |
| Microsoft Corp | MSFT | 2.48K | $917K | 0.3% | −$278.6K | Added−$271.6K |
| Amazon Com Inc | AMZN | 3.54K | $738.1K | 0.3% | −$76.4K | Added−$43.9K |
| Home Depot, Inc. | HD | 1.59K | $523.2K | 0.2% | −$24.2K | Cut−$29.1K |
| HCA Healthcare, Inc. | HCA | 1.06K | $502.2K | 0.2% | $6.51K | Added$17.9K |
| Visa Inc. | V | 1.63K | $494K | 0.2% | −$76.5K | Added−$60.2K |
| BlackRock, Inc. | BLK | 486 | $467K | 0.2% | −$53.1K | Cut−$60.6K |
| Nvidia Corp | NVDA | 2.44K | $425.9K | 0.2% | −$28.6K | Added−$14.3K |
| Berkshire Hathaway Inc Del | — | 876 | $419.8K | 0.2% | −$19.8K | Added−$4.46K |
| Spdr Series Trust | — | 4.64K | $354.9K | 0.1% | −$17K | Cut−$50K |
| Spdr Series Trust | — | 11.7K | $352K | 0.1% | −$1.52K | Cut−$4.81K |
| Mastercard Inc | MA | 530 | $264.9K | 0.1% | −$36.1K | Added−$24.2K |
| Costco Whsl Corp New | — | 245 | $244K | 0.1% | — | New |
| Ishares Tr | — | 372 | $242.7K | 0.1% | −$11.8K | Added−$11.1K |
| Procter And Gamble Co | PG | 1.62K | $234K | 0.1% | $1.91K | Cut−$15.9K |
| Ishares Tr | — | 1.45K | $219.5K | 0.1% | $14.8K | Added$16.5K |
| Globus Med Inc | — | 2.4K | $206.7K | 0.1% | −$2.76K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.