AJ Advisors, LLC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 321,829
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 37 | 321,829 | 13F-HR | AJ Advisors, LLC |
| Q1 2026 | 4/22/2026 | 33 | 269,546 | 13F-HR | AJ Advisors, LLC |
| Q4 2025 | 1/21/2026 | 35 | 270,851 | 13F-HR | AJ Advisors, LLC |
| Q3 2025 | 10/31/2025 | 36 | 244,325 | 13F-HR | AJ Advisors, LLC |
| Q2 2025 | 8/8/2025 | 37 | 224,771 | 13F-HR | AJ Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.12 K | 3.1% | 896 | 0 | 896 |
| ETFs | 311.7 K | 96.9% | 51.39 K | 0 | 51.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
321,829
Holdings
37
QoQ value change ($000)
52,283
(19.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.