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
📉 Biggest Sells
Sector Breakdown
Other72.1%
ETF24.7%
Technology1.6%
Financial1.1%
Consumer0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑21 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022