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AJ Advisors, LLC

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13F filer, CIK 1951167, NASHVILLE, TN

AJ Advisors, LLC reported $321,828,921 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 85.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951167-26-000004

Period
2026-06-30
Reported value
$322M
Holdings
37
Top 10 weight
85.9%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+191,354$15.4M
HYMBnew+119,670$3.04M
FMHInew+62,460$3.03M
VOOadded+2,786$1.91M
IGROadded+19,037$1.67M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMHreduced-519-$340K
GMEDexited-2,399-$207K
AMZNreduced-136-$32.4K
AAPLreduced-50-$14.5K
NVDAreduced-64-$12.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951167-26-000004, largest first. % of portfolio is the value over $321,828,921, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,195 shares; 2024Q4: 97,970 shares; 2025Q1: 101,304 shares; 2025Q2: 98,395 shares; 2025Q3: 100,174 shares; 2025Q4: 104,452 shares; 2026Q1: 108,898 shares; 2026Q2: 111,684 shares 111,684$76.7M23.83%+2,786Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,733 shares; 2024Q4: 311,248 shares; 2025Q1: 320,611 shares; 2025Q2: 385,143 shares; 2025Q3: 405,431 shares; 2025Q4: 429,277 shares; 2026Q1: 443,506 shares; 2026Q2: 462,543 shares 462,543$40.7M12.64%+19,037Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,999 shares; 2024Q4: 46,020 shares; 2025Q1: 47,733 shares; 2025Q2: 49,788 shares; 2025Q3: 50,269 shares; 2025Q4: 52,392 shares; 2026Q1: 54,509 shares; 2026Q2: 55,168 shares 55,168$40.6M12.62%+659Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,267 shares; 2024Q4: 61,258 shares; 2025Q1: 62,684 shares; 2025Q2: 54,191 shares; 2025Q3: 55,712 shares; 2025Q4: 59,175 shares; 2026Q1: 61,318 shares; 2026Q2: 252,672 shares 252,672$20.4M6.33%+191,354Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,899 shares; 2024Q4: 61,032 shares; 2025Q1: 62,533 shares; 2025Q2: 59,562 shares; 2025Q3: 60,969 shares; 2025Q4: 64,044 shares; 2026Q1: 65,512 shares; 2026Q2: 66,781 shares 66,781$20.2M6.29%+1,269Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,322 shares; 2024Q4: 68,551 shares; 2025Q1: 70,195 shares; 2025Q2: 73,154 shares; 2025Q3: 75,431 shares; 2025Q4: 79,125 shares; 2026Q1: 80,680 shares; 2026Q2: 82,596 shares 82,596$18M5.59%+1,916Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,709 shares; 2024Q4: 120,573 shares; 2025Q1: 122,550 shares; 2025Q2: 129,326 shares; 2025Q3: 131,506 shares; 2025Q4: 141,995 shares; 2026Q1: 147,499 shares; 2026Q2: 153,718 shares 153,718$15.7M4.88%+6,219Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,867 shares; 2025Q3: 24,981 shares; 2025Q4: 24,601 shares; 2026Q1: 23,972 shares; 2026Q2: 23,453 shares 23,453$15.4M4.78%-519Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,628 shares; 2024Q4: 154,505 shares; 2025Q1: 158,062 shares; 2025Q2: 165,184 shares; 2025Q3: 168,847 shares; 2025Q4: 175,449 shares; 2026Q1: 178,747 shares; 2026Q2: 180,710 shares 180,710$14.6M4.55%+1,963Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,096 shares; 2026Q1: 274,866 shares; 2026Q2: 283,095 shares 283,095$14.1M4.39%+8,229Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,243 shares; 2025Q2: 126,686 shares; 2025Q3: 128,906 shares; 2025Q4: 138,450 shares; 2026Q1: 142,747 shares; 2026Q2: 148,577 shares 148,577$11.5M3.57%+5,830Timeline
PTRBPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,086 shares; 2024Q4: 142,764 shares; 2025Q1: 149,524 shares; 2025Q2: 157,969 shares; 2025Q3: 159,765 shares; 2025Q4: 176,838 shares; 2026Q1: 181,912 shares; 2026Q2: 189,244 shares 189,244$7.85M2.44%+7,332Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,224 shares; 2025Q4: 196,720 shares; 2026Q1: 206,885 shares; 2026Q2: 216,205 shares 216,205$5.73M1.78%+9,320Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,752 shares; 2025Q3: 104,075 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,670 shares 119,670$3.04M0.95%newTimeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,098 shares; 2025Q3: 56,102 shares; 2025Q4: 60,429 shares; 2026Q1: not reported; 2026Q2: 62,460 shares 62,460$3.03M0.94%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,177 shares; 2024Q4: 6,931 shares; 2025Q1: 6,941 shares; 2025Q2: 6,301 shares; 2025Q3: 5,447 shares; 2025Q4: 5,143 shares; 2026Q1: 4,769 shares; 2026Q2: 4,784 shares 4,784$1.57M0.49%+15Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 4,547 shares; 2025Q1: 5,404 shares; 2025Q2: 5,836 shares; 2025Q3: 5,059 shares; 2025Q4: 5,262 shares; 2026Q1: 5,207 shares; 2026Q2: 5,157 shares 5,157$1.49M0.46%-50Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,855 shares; 2025Q3: 88,969 shares; 2025Q4: 74,021 shares; 2026Q1: not reported; 2026Q2: 77,941 shares 77,941$1.49M0.46%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,567 shares; 2025Q1: 1,572 shares; 2025Q2: 1,924 shares; 2025Q3: 1,758 shares; 2025Q4: 1,794 shares; 2026Q1: 1,815 shares; 2026Q2: 1,820 shares 1,820$1.36M0.42%+5Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,639 shares; 2025Q1: 4,445 shares; 2025Q2: 4,442 shares; 2025Q3: 3,787 shares; 2025Q4: 3,667 shares; 2026Q1: 3,695 shares; 2026Q2: 3,680 shares 3,680$1.32M0.41%-15Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,698 shares; 2025Q1: 3,234 shares; 2025Q2: 3,212 shares; 2025Q3: 2,557 shares; 2025Q4: 2,458 shares; 2026Q1: 2,477 shares; 2026Q2: 2,520 shares 2,520$940K0.29%+43Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,330 shares; 2025Q1: 3,453 shares; 2025Q2: 3,448 shares; 2025Q3: 3,386 shares; 2025Q4: 3,388 shares; 2026Q1: 3,544 shares; 2026Q2: 3,408 shares 3,408$812K0.25%-136Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,614 shares; 2025Q1: 1,677 shares; 2025Q2: 1,671 shares; 2025Q3: 1,668 shares; 2025Q4: 1,580 shares; 2026Q1: 1,634 shares; 2026Q2: 1,624 shares 1,624$557K0.17%-10Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,464 shares; 2025Q1: 1,572 shares; 2025Q2: 1,635 shares; 2025Q3: 1,517 shares; 2025Q4: 1,605 shares; 2026Q1: 1,591 shares; 2026Q2: 1,561 shares 1,561$550K0.17%-30Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,379 shares; 2025Q1: 2,639 shares; 2025Q2: 2,590 shares; 2025Q3: 2,730 shares; 2025Q4: 2,360 shares; 2026Q1: 2,442 shares; 2026Q2: 2,378 shares 2,378$476K0.15%-64Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 458 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 493 shares; 2026Q1: 486 shares; 2026Q2: 484 shares 484$466K0.14%-2Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 896 shares; 2025Q1: 2,122 shares; 2025Q2: 2,121 shares; 2025Q3: 910 shares; 2025Q4: 844 shares; 2026Q1: 876 shares; 2026Q2: 869 shares 869$435K0.14%-7Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,227 shares; 2025Q1: 1,229 shares; 2025Q2: 1,231 shares; 2025Q3: 1,067 shares; 2025Q4: 1,037 shares; 2026Q1: 1,061 shares; 2026Q2: 1,075 shares 1,075$419K0.13%+14Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,617 shares; 2024Q4: 7,514 shares; 2025Q1: 7,745 shares; 2025Q2: 5,592 shares; 2025Q3: 5,570 shares; 2025Q4: 5,048 shares; 2026Q1: 4,637 shares; 2026Q2: 4,755 shares 4,755$418K0.13%+118Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,618 shares; 2024Q4: 14,257 shares; 2025Q1: 13,481 shares; 2025Q2: 11,974 shares; 2025Q3: 11,734 shares; 2025Q4: 11,814 shares; 2026Q1: 11,705 shares; 2026Q2: 11,718 shares 11,718$352K0.11%+13Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 366 shares; 2025Q1: 367 shares; 2025Q2: 368 shares; 2025Q3: 369 shares; 2025Q4: 371 shares; 2026Q1: 372 shares; 2026Q2: 369 shares 369$276K0.09%-3Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 516 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 530 shares; 2026Q2: 531 shares 531$273K0.08%+1Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 2,961 shares; 2025Q1: 2,987 shares; 2025Q2: 2,832 shares; 2025Q3: 1,600 shares; 2025Q4: 1,744 shares; 2026Q1: 1,620 shares; 2026Q2: 1,586 shares 1,586$233K0.07%-34Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,594 shares; 2025Q3: 1,423 shares; 2025Q4: 1,439 shares; 2026Q1: 1,450 shares; 2026Q2: 1,462 shares 1,462$228K0.07%+12Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 249 shares; 2025Q3: 224 shares; 2025Q4: not reported; 2026Q1: 245 shares; 2026Q2: 240 shares 240$225K0.07%-5Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 660 shares; 2025Q1: 708 shares; 2025Q2: 714 shares; 2025Q3: 631 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522$217K0.07%newTimeline
LPROOPEN LENDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,418 shares 46,418$144K0.04%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GMEDGLOBUS MED INC2,399$207Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951167-26-000004 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951167-26-000004 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0001951167-26-000003 Quarter ended 2026-03-312026-04-23acceptance time not in the bulk data set
13F-HR 0001951167-26-000001 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001951167-25-000002 Quarter ended 2025-09-302025-10-31acceptance time not in the bulk data set
13F-HR 0001085146-25-004720 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0001085146-25-002649 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001085146-25-000446 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001085146-24-005249 Quarter ended 2024-09-302024-10-31acceptance time not in the bulk data set
13F-HR 0001085146-24-003339 Quarter ended 2024-06-302024-07-30acceptance time not in the bulk data set
13F-HR 0001085146-24-002024 Quarter ended 2024-03-312024-04-25acceptance time not in the bulk data set
13F-HR 0001085146-24-000423 Quarter ended 2023-12-312024-01-24acceptance time not in the bulk data set
13F-HR 0001085146-23-004050 Quarter ended 2023-09-302023-11-03acceptance time not in the bulk data set
13F-HR 0001085146-23-003033 Quarter ended 2023-06-302023-08-03acceptance time not in the bulk data set
13F-HR 0001085146-23-001812 Quarter ended 2023-03-312023-04-21acceptance time not in the bulk data set
13F-HR 0001085146-23-000602 Quarter ended 2022-12-312023-02-03acceptance time not in the bulk data set