DOSSIER · 13F-HR · Q1 2026

AJ Advisors, LLC

AJ's hedge fund based in Greenwich, CT — $270M in tracked AUM across 33 positions as of Q1 2026.

A

AJ·Greenwich, CT·Hedge Fund

CIK 0001951167 · last filed Mar 31, 2026

Total AUM

$270M

▼ 3.9%

vs prior

Holdings

33

—

positions

Whale Score

67

67

tracked

Activity

—

no data

changes this Q

Top sector

Financials

40% weight

concentration

AI Analysis · Q1 2026 · 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.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$65M109K24.1%

02

ISHARES TR

$37M444K13.8%

03

INVESCO QQQ TR

$31M55K11.7%

04

VANGUARD INDEX FDS

$18M61K6.5%

05

VANGUARD INDEX FDS

$17M66K6.4%

06

VANGUARD INDEX FDS

$16M81K5.9%

07

ISHARES TR

$15M147K5.7%

08

ISHARES TR

$13M275K4.8%

09

FIRST TR EXCHANGE TRADED FD

$12M179K4.5%

10

VANGUARD MALVERN FDS

$11M143K4.1%

Filing history

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