DOSSIER · 13F-HR · Q1 2026
AJ Advisors, LLC
$270M in tracked AUM across 33 positions as of Q1 2026.
AA
CIK 0001951167 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of AJ Advisors, LLC SEC 13F Filing
1. Portfolio Overview
AJ Advisors, LLC has undergone a substantial transformation in the quarter ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 195.6%, rising from $91.63M to $270.85M. This rapid growth suggests significant capital inflows or a consolidation of reporting entities during the period.
The portfolio maintains a ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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