Data as of Q4 2025 (Dec 31, 2025)

AJ Advisors, LLC

•CIK: 1951167•Filing: Q4 2025

**AJ Advisors, LLC** manages $271M across a concentrated portfolio of 35 positions. The fund exhibits a significant allocation to broad market indices, notably VOO at $65.5M and IGRO at $35.5M. Further diversification is evident through substantial holdings in sector-specific ETFs, including NDQ ($32.2M) and VO ($17.2M). This structure suggests a systematic, core-satellite approach emphasizing established market leaders and growth sectors.

Total AUM
$270.9M
QoQ Performance
+10.9%
Positions
27
Top 10 Concentration
85.8%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
IGRO
NDQ
VO
VB
VTV
STIP
VOO24.2%
IGRO13.1%
NDQ11.9%
VO6.3%
VB6.1%
VTV5.6%
STIP5.4%
AOM4.7%

📈 Biggest Buys

AOM
ISHARES TR
NEW
4.7% of portfolio
VOO
VANGUARD INDEX FDS
+4.3%
24.2% of portfolio
IGRO
ISHARES TR
+5.9%
13.1% of portfolio
NDQ
INVESCO QQQ TR
+4.2%
11.9% of portfolio
STIP
ISHARES TR
+8.0%
5.4% of portfolio

📉 Biggest Sells

YLD
PRINCIPAL EXCHANGE TRADED FD
-16.8%
0.5% of portfolio
SMH
VANECK ETF TRUST
-1.5%
3.3% of portfolio
JPM
JPMORGAN CHASE & CO.
-5.6%
0.6% of portfolio
NVDA
NVIDIA CORPORATION
-13.6%
0.2% of portfolio
MSFT
MICROSOFT CORP
-3.9%
0.4% of portfolio

Sector Breakdown

Other71.9%
ETF24.7%
Technology1.6%
Financial1.3%
Consumer0.5%

🚪 Exited Positionssold since Q3 2025

HYMB
SPDR SERIES TRUST
SOLD
$2.6M
PFRL
PGIM ETF TR
SOLD
$251.8K
UNH
UNITEDHEALTH GROUP INC
SOLD
$217.7K
COST
COSTCO WHSL CORP NEW
SOLD
$207.6K

Changes from Q3 2025

NEW3 new positions
↑21 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO24.2%
VANGUARD INDEX FDS
$65.5M
IGRO13.1%
ISHARES TR
$35.5M
NDQ11.9%
INVESCO QQQ TR
$32.2M
VO6.3%
VANGUARD INDEX FDS
$17.2M
VB6.1%
VANGUARD INDEX FDS
$16.5M

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