AJ Advisors, LLC
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$269.5M
Holdings
33
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 99.6% (100.2k → 423 shares)
24.1%
02
$IGRO
ISHARES TR
Q4 2025: Exited (was 405.4k shares)
13.8%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 99.1% (50.3k → 463 shares)
11.7%
04
$VO
VANGUARD INDEX FDS
Q4 2025: Exited (was 55.7k shares)
6.5%
05
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 61.0k shares)
6.4%
06
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 75.4k shares)
5.9%
07
$STIP
ISHARES TR
Q4 2025: Exited (was 131.5k shares)
5.7%
08
$AOM
ISHARES TR
Held since at least Q1 2024
4.8%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 168.8k shares)
4.5%
10
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 128.9k shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.