StockDriftsStockDriftsTop 37 AJ Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.83% | 111.7K | $76.7M | +2.56%(+2.79K) | $398.92(+78.65%) | 2026-06-30 | |
| IGRO | ISHARES TR | 12.64% | 462.5K | $40.7M | +4.29%(+19.04K) | $63.47(+46.01%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 12.62% | 55.2K | $40.6M | +1.21%(+659) | $344.75(+112.47%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.33% | 252.7K | $20.4M | +3.02%(+7.40K) | $53.97(+56.26%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 6.29% | 66.8K | $20.2M | +1.94%(+1.27K) | $191.80(+60.83%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.59% | 82.6K | $18.0M | +2.37%(+1.92K) | $144.37(+57.59%) | 2026-06-30 | |
| STIP | ISHARES TR | 4.88% | 153.7K | $15.7M | +4.22%(+6.22K) | $98.20(+2.58%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.78% | 23.5K | $15.4M | -2.17%(-519) | $245.79(+139.16%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.55% | 180.7K | $14.6M | +1.10%(+1.96K) | $46.37(+80.28%) | 2026-06-30 | |
| AOM | ISHARES TR | 4.39% | 283.1K | $14.1M | +2.99%(+8.23K) | $47.67(+4.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.81% | +55.34% | — | — | +71.40% |
| Top 20 Holdings Unweighted | +15.24% | +53.03% | — | — | +72.25% |
AJ Advisors, LLC reports $321.83M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.8%), IGRO (12.6%) and QQQ (12.6%). The top 20 holdings account for 97.82% of reported assets. Its disclosed equity book has returned +55.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AJ Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1951167). View AJ Advisors, LLC’s 13F filings on SEC