Aj Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$269.5M
Q ending 2026-03-31
Prior quarter
$270.9M
Q ending 2025-12-31
Change
-0.5% QoQ · +38.0% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $65.1M | 109K |
| Ishares Tr | IGRO | Shares | $37.2M | 444K |
| Invesco Qqq Tr | QQQ | Shares | $31.5M | 55K |
| Vanguard Index Fds | VO | Shares | $17.6M | 61K |
| Vanguard Index Fds | VB | Shares | $17.2M | 66K |
| Vanguard Index Fds | VTV | Shares | $15.8M | 81K |
| Ishares Tr | STIP | Shares | $15.3M | 147K |
| Ishares Tr | AOM | Shares | $13.0M | 275K |
| First Tr Exchange Traded Fd | RDVY | Shares | $12.2M | 179K |
| Vanguard Malvern Fds | VCRB | Shares | $11.0M | 143K |
| Vaneck Etf Trust | SMH | Shares | $9.2M | 24K |
| Pgim Etf Tr | PTRB | Shares | $7.6M | 182K |
| Pimco Etf Tr | PYLD | Shares | $5.4M | 207K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Microsoft Corp | MSFT | Shares | $917K | 2K |
| Amazon Com Inc | AMZN | Shares | $738K | 4K |
| Home Depot Inc | HD | Shares | $523K | 2K |
| Hca Healthcare Inc | HCA | Shares | $502K | 1K |
| Visa Inc | V | Shares | $494K | 2K |
| Blackrock Inc | BLK | Shares | $467K | 486 |
| Nvidia Corporation | NVDA | Shares | $426K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $420K | 876 |
| Spdr Series Trust | SPYM | Shares | $355K | 5K |
| Spdr Series Trust | SPSB | Shares | $352K | 12K |
| Mastercard Incorporated | MA | Shares | $265K | 530 |
| Costco Wholesale Corporation | COST | Shares | $244K | 245 |
| Ishares Tr | IVV | Shares | $243K | 372 |
| Procter & Gamble Co | PG | Shares | $234K | 2K |
| Ishares Tr | DVY | Shares | $220K | 1K |
| Globus Med Inc | GMED | Shares | $207K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.