Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

$271 Billion
Q4 2025

Aj Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $65.5B, Ishares Tr International Divid with a value of $35.5B, Invesco Qqq Trust, Series 1 with a value of $32.2B, Vanguard Mid Cap ETF with a value of $17.2B, and Vanguard Small Cap ETF with a value of $16.5B.

Examining the 13F form we can see an increase of $26.5B in the current position value, from $244B to 271B.

Aj Advisors, LLC is based out at Nashville, TN

Below you can find more details about Aj Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion

ETFs: $245 Billion

Technology: $3.06 Billion

Financial Services: $2.92 Billion

Consumer Cyclical: $1.33 Billion

Communication Services: $1.15 Billion

Healthcare: $694 Million

Consumer Defensive: $250 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$65.5 Billion 24.18% of portfolio	104,452	Q4 2025 Added 4.27%
IGRO Ishares Tr International Divid ETFs	$0	$35.5 Billion 13.12% of portfolio	429,277	Q4 2025 Added 5.88%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$32.2 Billion 11.88% of portfolio	52,392	Q4 2025 Added 4.22%
VO Vanguard Mid Cap ETF ETFs	$0	$17.2 Billion 6.34% of portfolio	59,175	Q4 2025 Added 6.22%
VB Vanguard Small Cap ETF ETFs	$0	$16.5 Billion 6.1% of portfolio	64,044	Q4 2025 Added 5.04%
VTV Vanguard Value ETF ETFs	$0	$15.1 Billion 5.58% of portfolio	79,125	Q4 2025 Added 4.9%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$14.5 Billion 5.37% of portfolio	141,995	Q4 2025 Added 7.98%
AOM Ishares Tr Core Moderate Alloc ETFs	$0	$12.8 Billion 4.74% of portfolio	269,096	Q4 2025 New
RDVY First Trust Rising Dividend Ac ETFs	$0	$12.2 Billion 4.5% of portfolio	175,449	Q4 2025 Added 3.91%

Vanguard Malvern Fds	-	$10.8 Billion 3.98% of portfolio	-	Q4 2025 Added 7.4%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$8.86 Billion 3.27% of portfolio	24,601	Q4 2025 Reduced 1.52%
PTRB Pgim ETF Tr Total Return Bd Et ETFs	$0	$7.43 Billion 2.74% of portfolio	176,838	Q4 2025 Added 10.69%
Pimco ETF Tr	-	$5.25 Billion 1.94% of portfolio	-	Q4 2025 Added 8.55%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$2.9 Billion 1.07% of portfolio	60,429	Q4 2025 Added 7.71%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.66 Billion 0.61% of portfolio	5,143	Q4 2025 Reduced 5.58%
AAPL Apple Inc. Technology	$4.3T	$1.43 Billion 0.53% of portfolio	5,262	Q4 2025 Added 4.01%
YLD Principal Exchange Traded Fds ETFs	$0	$1.41 Billion 0.52% of portfolio	74,021	Q4 2025 Reduced 16.8%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.22 Billion 0.45% of portfolio	1,794	Q4 2025 Added 2.05%

MSFT Microsoft Corp Technology	$3.78T	$1.19 Billion 0.44% of portfolio	2,458	Q4 2025 Reduced 3.87%
GOOGL Alphabet Inc. Communication Services	$1.65T	$1.15 Billion 0.42% of portfolio	3,667	Q4 2025 Reduced 3.17%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$782 Million 0.29% of portfolio	3,388	Q4 2025 Added 0.06%
V Visa Inc. Financial Services	$533B	$554 Million 0.2% of portfolio	1,580	Q4 2025 Reduced 5.28%
HD Home Depot, Inc. Consumer Cyclical	$367B	$552 Million 0.2% of portfolio	1,605	Q4 2025 Added 5.8%
Blackrock Inc	-	$528 Million 0.19% of portfolio	-	Q4 2025 Added 7.17%
HCA Hca Healthcare, Inc. Healthcare	$136B	$484 Million 0.18% of portfolio	1,037	Q4 2025 Reduced 2.81%
NVDA Nvidia Corp Technology	$465B	$440 Million 0.16% of portfolio	2,360	Q4 2025 Reduced 13.55%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$424 Million 0.16% of portfolio	844	Q4 2025 Reduced 7.25%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$405 Million 0.15% of portfolio	5,048	Q4 2025 Reduced 9.37%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$357 Million 0.13% of portfolio	11,814	Q4 2025 Added 0.68%
MA Mastercard Inc Financial Services	$512B	$289 Million 0.11% of portfolio	506	Q3 2025 Reduced 11.23%
Bluerock Pvt Real Estate Fd	-	$243 Million 0.09% of portfolio	-	Q4 2025 New
PG Procter & Gamble CO Consumer Defensive	$346B	$250 Million 0.09% of portfolio	1,744	Q4 2025 Added 9.0%
IVV Ishares Core S&P 500 ETF ETFs	$0	$254 Million 0.09% of portfolio	371	Q4 2025 Added 0.54%
GMED Globus Medical Inc Healthcare	$6.51B	$209 Million 0.08% of portfolio	2,399	Q4 2025 New
DVY Ishares Tr ETFs	$0	$203 Million 0.07% of portfolio	1,439	Q4 2025 Added 1.12%

Summary

Portfolio
No. of Stocks 35
Current Value $271 Billion
Prior Value $244 Billion
Filing
Period Q4 2025
Filing Date January 20, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 3 stocks
Additional Purchases 21 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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