account_balance

Investment manager · 13F filer · SEC CIK 1951167

AJ Advisors, LLC

Reported value$312Mas of Sep 30, 2026

Positions30 0 new, 7 sold out

Top 10 weight88.4%VOO alone is 25%

FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

25.2%

IGROiShares Tr

13.3%

QQQInvesco QQQ Tr

12.8%Trimmed −2%

VOVanguard Index FDS

6.4%

VBVanguard Index FDS

6.2%

VTVVanguard Index FDS

5.6%Trimmed −3%

STIPiShares Tr

5.1%Added +4%

RDVYFirst Tr Exchange Traded Fd

4.7%Added +5%

AOMiShares Tr

4.6%+5%

SMHVaneck ETF Trust

4.4%

VCRBVanguard Malvern FDS

3.7%+4%

PTRBPgim ETF Tr

2.4%

VOOVanguard Index FDS

25.2%

IGROiShares Tr

13.3%

QQQInvesco QQQ Tr

12.8%−2%

VOVanguard Index FDS

6.4%

VBVanguard Index FDS

6.2%

VTVVanguard Index FDS

5.6%

STIPiShares Tr

5.1%

RDVYFirst Tr Exchange Traded Fd

4.7%

AOM4.6%

SMH4.4%

VCRB3.7%

PTRB

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 25.2% Held

IGRO iShares Tr 13.3% Held

QQQ Invesco QQQ Tr 12.8% Trimmed −2%

VO Vanguard Index FDS 6.4% Held

VB Vanguard Index FDS 6.2% Held

VTV Vanguard Index FDS 5.6% Trimmed −3%

STIP iShares Tr 5.1% Added +4%

RDVY First Tr Exchange Traded Fd 4.7% Added +5%

AOM iShares Tr 4.6% Added +5%

SMH Vaneck ETF Trust 4.4% Trimmed −3%

VCRB Vanguard Malvern FDS 3.7% Added +4%

PTRB Pgim ETF Tr 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 23, 2026 filing

add_circleNew

None

arrow_upwardAdded

PYLD +5%
AOM +5%
RDVY +5%
STIP +4%

arrow_downwardTrimmed

SPY −49%
SMH −3%
VTV −3%
QQQ −2%

remove_circleSold out

HYMB $3.04M
FMHI $3.03M
YLD $1.49M
SPSB $352K

AJ Advisors, LLC

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Where the money is

Biggest moves since Jun 30, 2026

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