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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

AJ WEALTH STRATEGIES, LLC

Quarter ended Q2 2023 · Filed April 28, 2023 · Accession 0001941040-23-000115

Total Value
$1.92B
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,528,797$170.7M8.90%
2ISHARES TR46436E7181,033,914$104.0M5.42%
3SPDR SER TR78468R6631,071,865$98.4M5.13%
4VANGUARD INDEX FDS922908363242,240$91.1M4.75%
5SCHWAB STRATEGIC TR8085248052,361,787$82.2M4.28%
6INVESCO EXCH TRD SLF IDX FDIVZ1,654,828$76.9M4.01%
7ISHARES TR46429B6971,028,242$74.8M3.90%
8INVESCO QQQ TRIVZ215,028$69.0M3.60%
9SPDR SER TR78468R523666,841$66.4M3.46%
10WISDOMTREE TRWT1,307,301$65.7M3.42%
11FIRST TR EXCHANGE-TRADED FD33739Q4081,043,684$62.1M3.24%
12ISHARES TR464287226608,254$60.6M3.16%
13SCHWAB STRATEGIC TR808524508834,498$56.6M2.95%
14SCHWAB STRATEGIC TR8085246071,288,376$54.0M2.82%
15ISHARES TR464288414470,177$50.7M2.64%
16VANGUARD STAR FDS921909768827,570$45.7M2.38%
17ISHARES TR46434V860786,848$39.8M2.07%
18SPDR S&P 500 ETF TRSPY87,380$35.8M1.86%
19ISHARES TR46429B747347,482$34.3M1.79%
20VANECK ETF TRUST92189F106752,515$24.3M1.27%
21INVESCO EXCH TRADED FD TR IIIVZ366,281$22.9M1.19%
22VANGUARD SPECIALIZED FUNDS921908844140,643$21.7M1.13%
23SCHWAB STRATEGIC TR808524300326,889$21.3M1.11%
24VANGUARD INDEX FDS92290862992,752$19.6M1.02%
25VANGUARD MALVERN FDS922020805396,951$19.0M0.99%
26SPDR SER TR78464A805352,988$17.8M0.93%
27VANGUARD INDEX FDS92290875177,351$14.7M0.76%
28SUPER GROUP SGHC LIMITEDSGHC3,340,857$13.5M0.70%
29ISHARES TR464288588126,507$12.0M0.62%
30APPLE INCAAPL68,727$11.3M0.59%
31MICROSOFT CORPMSFT38,365$11.1M0.58%
32CORCEPT THERAPEUTICS INCCORT509,934$11.0M0.58%
33AMAZON COM INCAMZN97,563$10.1M0.53%
34ALPHABET INCGOOG92,398$9.6M0.50%
35VANGUARD SCOTTSDALE FDS92206C771191,857$8.9M0.47%
36VANGUARD INDEX FDS92290863745,789$8.6M0.45%
37VANGUARD INDEX FDS92290876940,625$8.3M0.43%
38PIMCO ETF TR72201R205149,571$7.6M0.40%
39ISHARES TR46428720018,569$7.6M0.40%
40SPDR GOLD TRGLD37,259$6.8M0.36%
41VANECK ETF TRUST92189H201137,228$6.4M0.33%
42SCHWAB STRATEGIC TR80852479779,380$5.8M0.30%
43VANECK ETF TRUST92189F791145,261$5.7M0.30%
44PIMCO ETF TR72201R83356,368$5.6M0.29%
45SIXTH STREET SPECIALTY LENDITSLX302,173$5.5M0.29%
46FLEXSHARES TRFLEX227,634$5.5M0.29%
47MARATHON OIL CORPMARA228,243$5.5M0.28%
48J P MORGAN EXCHANGE TRADED F46641Q837101,870$5.1M0.27%
49SPDR SER TR78464A76341,103$5.1M0.26%
50AIRBNB INCABNB40,529$5.0M0.26%
51DEVON ENERGY CORP NEW25179M10392,655$4.7M0.24%
52ACCEL ENTERTAINMENT INCACEL485,716$4.4M0.23%
53ISHARES TR46428835673,033$4.2M0.22%
54BERKSHIRE HATHAWAY INC DELBRK-A9$4.2M0.22%
55META PLATFORMS INCMETA19,334$4.1M0.21%
56ISHARES TR46432F33932,279$4.0M0.21%
57SPDR DOW JONES INDL AVERAGE78467X10911,841$3.9M0.21%
58INVESCO EXCHANGE TRADED FD TIVZ26,897$3.9M0.20%
59VANGUARD WORLD FDS92204A30633,625$3.8M0.20%
60ISHARES TR46435G32659,314$3.6M0.19%
61RED ROCK RESORTS INCRRR80,224$3.6M0.19%
62DIAMONDBACK ENERGY INCFANG25,593$3.5M0.18%
63ALPHABET INCGOOG32,003$3.3M0.17%
64ZOOMINFO TECHNOLOGIES INCGTM132,698$3.3M0.17%
65HCA HEALTHCARE INCHCA12,392$3.3M0.17%
66SCHWAB STRATEGIC TR80852410267,158$3.2M0.17%
67ISHARES TR46428750712,387$3.1M0.16%
68ISHARES TR464288448112,044$3.1M0.16%
69CHAMPIONX CORPORATION15872M104105,474$2.9M0.15%
70VANGUARD BD INDEX FDS92193782736,819$2.8M0.15%
71SSGA ACTIVE ETF TR78467V84868,156$2.8M0.15%
72HALLIBURTON COHAL86,703$2.7M0.14%
73POTBELLY CORP73754Y100322,507$2.7M0.14%
74JPMORGAN CHASE & COVYLD20,548$2.7M0.14%
75ISHARES TR46432F84238,200$2.6M0.13%
76J P MORGAN EXCHANGE TRADED F46641Q33246,390$2.5M0.13%
77ISHARES INC46434G10351,793$2.5M0.13%
78GOLDMAN SACHS GROUP INCGSCE7,391$2.4M0.13%
79ISHARES TR46428864647,457$2.4M0.12%
80BERKSHIRE HATHAWAY INC DELBRK-A7,240$2.2M0.12%
81SELECT SECTOR SPDR TR81369Y80314,303$2.2M0.11%
82ISHARES TR46428740814,149$2.1M0.11%
83COSTCO WHSL CORP NEW22160K1054,254$2.1M0.11%
84ISHARES TR46428815820,032$2.1M0.11%
85ISHARES TR46428765511,619$2.1M0.11%
86NVIDIA CORPORATIONNVDA7,462$2.1M0.11%
87ISHARES TR46434V51463,165$2.1M0.11%
88ISHARES TR46428743219,131$2.0M0.11%
89XOMETRY INCXMTR133,420$2.0M0.10%
90INVESCO EXCHANGE TRADED FD TIVZ108,985$1.9M0.10%
91VANGUARD INDEX FDS92290874413,918$1.9M0.10%
92SALESFORCE INCCRM9,466$1.9M0.10%
93PLAINS ALL AMERN PIPELINE L726503105150,717$1.9M0.10%
94ISHARES TR4642876147,668$1.9M0.10%
95ISHARES TR46428723445,058$1.8M0.09%
96SELECT SECTOR SPDR TR81369Y88626,066$1.8M0.09%
97VISA INCV7,787$1.8M0.09%
98VANGUARD INDEX FDS9229087366,991$1.7M0.09%
99DROPBOX INCDBX75,624$1.6M0.09%
100ISHARES TR46428880218,100$1.6M0.08%
101VANGUARD INTL EQUITY INDEX F92204285838,905$1.6M0.08%
102CLEAR CHANNEL OUTDOOR HLDGSCCO1,274,327$1.5M0.08%
103VANGUARD TAX-MANAGED FDS92194385832,921$1.5M0.08%
104ISHARES TR46436E88259,358$1.5M0.08%
105PROSHARES TR74347R24830,382$1.4M0.08%
106COMCAST CORP NEWCCZ36,543$1.4M0.07%
107VANGUARD SCOTTSDALE FDS92206C7307,319$1.4M0.07%
108SCHWAB STRATEGIC TR80852440920,457$1.3M0.07%
109DISNEY WALT CO25468710613,203$1.3M0.07%
110PROSHARES TR74348A46714,321$1.3M0.07%
111ISHARES TR46428857016,648$1.3M0.07%
112BLADE AIR MOBILITY INCSRTAW372,662$1.3M0.07%
113ISHARES TR46428780413,004$1.3M0.07%
114VANGUARD INTL EQUITY INDEX F92204274213,157$1.2M0.06%
115PLAYA HOTELS & RESORTS NVN70544106123,243$1.2M0.06%
116GLOBAL X FDS37954Y34328,243$1.2M0.06%
117ISHARES TR4642876225,193$1.2M0.06%
118INVESCO EXCH TRADED FD TR IIIVZ100,000$1.1M0.06%
119WISDOMTREE TRWT26,130$1.1M0.06%
120ISHARES TR46435G31842,289$1.1M0.06%
121AXON ENTERPRISE INCAXON4,534$1.0M0.05%
122SERVICENOW INCNOW2,193$1.0M0.05%
123LISTED FD TR53656F62333,003$1.0M0.05%
124ISHARES TR46435U69738,806$1.0M0.05%
125MFA FINL INC55272X60794,414$936,5870.05%
126ISHARES TR46428748110,219$930,4110.05%
127SCHWAB CHARLES CORPSCHW-PJ17,725$928,4570.05%
128CONOCOPHILLIPSCOP9,336$926,2250.05%
129MAGNITE INCMGNI100,000$926,0000.05%
130AMERICAN INTL GROUP INC02687478418,105$911,7680.05%
131WALMART INCWMT6,176$910,7130.05%
132NU HLDGS LTDNU190,721$907,8320.05%
133KIMBELL RTY PARTNERS LP49435R10259,069$899,6210.05%
134PIMCO ETF TR72201R7189,460$897,6120.05%
135ISHARES TR4642871767,989$880,7870.05%
136SELECT SECTOR SPDR TR81369Y50610,629$880,4000.05%
137SPDR SER TR78464A50820,384$830,0360.04%
138SPOTIFY TECHNOLOGY S ASPOT6,137$820,0260.04%
139HERITAGE COMM CORPHTBK97,389$811,2480.04%
140ISHARES TR46428868725,820$806,1000.04%
141BLACKSTONE MTG TR INCBX44,277$790,3480.04%
142ENERGY TRANSFER L PET-PI63,015$785,7970.04%
143JEFFERIES FINL GROUP INC47233W10924,552$779,2800.04%
144SPDR SER TR78464A8139,013$757,3620.04%
145ISHARES TR46436E87431,000$744,3100.04%
146NEXTERA ENERGY INCNEE-PW9,289$716,0300.04%
147WISDOMTREE TRWT24,010$713,0970.04%
148ZOOM VIDEO COMMUNICATIONS INZM9,513$702,4400.04%
149CHIPOTLE MEXICAN GRILL INCCMG402$686,7330.04%
150ISHARES TR4642875984,462$679,3780.04%
151ABRDN GLOBAL DYNAMIC DIVIDENAGD72,479$676,2250.04%
152ARES CAPITAL CORPARCC36,269$662,8130.03%
153ISHARES TR46435G5168,944$642,5370.03%
154SELECT SECTOR SPDR TR81369Y60519,609$630,4180.03%
155SM ENERGY COSM22,321$628,5510.03%
156ACCOLADE INC00437E10243,557$626,3500.03%
157ISHARES TR46428832311,568$619,0040.03%
158EXXON MOBIL CORPXOM5,556$609,2710.03%
159INVESCO EXCH TRD SLF IDX FDIVZ17,225$605,3730.03%
160ZIMMER BIOMET HOLDINGS INCZBH4,641$599,6170.03%
161ARCHER AVIATION INCACHR-WT208,899$597,4510.03%
162PG&E CORPPCG-PX36,884$596,4140.03%
163VANGUARD INDEX FDS9229085537,112$590,6020.03%
164ENSTAR GROUP LIMITEDG3075P1012,500$579,4750.03%
165COINBASE GLOBAL INCCOIN8,444$570,5610.03%
166ALIBABA GROUP HLDG LTDBBAAY5,559$568,0190.03%
167FOUR CORNERS PPTY TR INC35086T10921,121$567,3100.03%
168ISHARES TR46428852111,212$565,0850.03%
169CBOE GLOBAL MKTS INC12503M1084,197$563,4050.03%
170UBS GROUP AGUBS25,893$552,5570.03%
171VANGUARD WORLD FDS92204A4057,074$550,9940.03%
172MONGODB INCMDB2,362$550,6290.03%
173ISHARES TR46434V45615,270$539,0310.03%
174VANECK ETF TRUST92189H6071,930$534,8610.03%
175ISHARES TR4642875151,751$533,5300.03%
176CENTER COAST BRKFLD MLP ENRG15146120927,310$525,7180.03%
177WISDOMTREE TRWT15,239$516,1450.03%
178VANGUARD WHITEHALL FDS9219464064,825$508,9950.03%
179CHEVRON CORP NEWCVX3,104$506,4000.03%
180SCHWAB STRATEGIC TR80852467220,870$493,1580.03%
181HUBSPOT INCHUBS1,120$480,2000.03%
182OKTA INCOKTA5,546$478,2870.02%
183TEMPUR SEALY INTL INCSGI12,000$473,8800.02%
184VANECK ETF TRUST92189F41131,866$472,5690.02%
185SCHWAB STRATEGIC TR80852483910,035$470,7420.02%
186PERKINELMER INCRVTY3,493$465,4770.02%
187NGL ENERGY PARTNERS LPNGL-PC160,349$465,0130.02%
188BLOCK INCBSQKZ6,767$464,5550.02%
189MARATHON PETE CORPMARA3,432$462,6880.02%
190SIMPLIFY EXCHANGE TRADED FUN82889N69918,977$444,4410.02%
191FIRST REP BK SAN FRANCISCO C33616C10031,738$444,0150.02%
192DBX ETF TR23305187914,821$436,9230.02%
193MASTERCARD INCORPORATEDMA1,200$436,0920.02%
194VANGUARD WORLD FDS92204A8762,898$427,5030.02%
195WELLS FARGO CO NEW94974610111,372$425,1030.02%
196NATERA INCNTRA7,607$422,3410.02%
197TEXAS INSTRS INC8825081042,230$414,8870.02%
198VANGUARD SCOTTSDALE FDS92206C1026,929$405,6240.02%
199PDD HOLDINGS INCPDD5,271$400,0690.02%
200SPDR SER TR78464A4097,213$399,3120.02%
201SPDR S&P MIDCAP 400 ETF TRMDY868$398,1010.02%
202CENTERPOINT ENERGY INCCNP13,409$395,0240.02%
203VANGUARD INTL EQUITY INDEX F9220428746,472$394,4910.02%
204ACTIVISION BLIZZARD INC00507V1094,589$392,7730.02%
205VANGUARD INDEX FDS9229085122,918$391,2510.02%
206ISHARES TR46434V80313,221$389,6230.02%
207MORGAN STANLEYMS-PQ4,409$387,1100.02%
208ISHARES TR4642874574,624$379,9080.02%
209ISHARES TR4642873095,876$375,4180.02%
210GENIUS SPORTS LIMITEDGENI75,000$373,5000.02%
211ROBINHOOD MKTS INC77070010238,323$372,1160.02%
212KAYNE ANDERSON ENERGY INFRST48660610642,857$370,2820.02%
213CARROLS RESTAURANT GROUP INC14574X104162,857$363,1710.02%
214TESLA INCTSLA1,698$352,2670.02%
215VANGUARD INTL EQUITY INDEX F9220427756,563$350,9240.02%
216JOHNSON & JOHNSONJNJ2,256$349,7420.02%
217BLACKROCK INCOME TR INCBLK27,770$349,6240.02%
218DOORDASH INCDASH5,458$346,9100.02%
219TILLYS INC88688510244,793$345,3540.02%
220VIPSHOP HOLDINGS LIMITEDVIPS21,866$331,9260.02%
221DIREXION SHS ETF TR25459Y2074,548$329,9570.02%
222CISCO SYS INCCSCO6,258$327,1580.02%
223SERVICE CORP INTL8175651044,740$326,0170.02%
224DBX ETF TR23305182010,863$314,3750.02%
225SPDR SER TR78468R7396,604$314,0200.02%
226INVESCO EXCH TRADED FD TR IIIVZ7,031$309,7860.02%
227INVESCO DB MULTI-SECTOR COMMIVZ21,116$307,6600.02%
228ISHARES TR4642874732,862$303,9440.02%
229VANGUARD SCOTTSDALE FDS92206C8703,747$300,5840.02%
230ISHARES TR4642887602,610$300,3590.02%
231VANGUARD INDEX FDS9229086111,835$291,2910.02%
232MARTIN MARIETTA MATLS INC573284106820$291,1490.02%
233ISHARES TR4642871849,838$290,5210.02%
234SPDR SER TR78464A5403,526$285,8180.01%
235GLOBAL X FDS37954Y8307,231$279,9120.01%
236BOEING COBA-PA1,316$279,5830.01%
237ISHARES INC46434G8486,457$275,8430.01%
238PROSHARES TR74347B2019,838$275,0610.01%
239FORD MTR CO DEL34537086021,469$270,5040.01%
240PACER FDS TR69374H8815,734$269,2110.01%
241ISHARES TR4642871502,960$268,0280.01%
242ICHOR HOLDINGSICHR8,154$266,9620.01%
243ENDEAVOR GROUP HLDGS INC29260Y10911,110$265,8620.01%
244PUTNAM ETF TRUST7467295089,324$265,3070.01%
245GINKGO BIOWORKS HOLDINGS INCDNABW197,200$262,2760.01%
246INTERNATIONAL BUSINESS MACHSINTR1,975$258,9560.01%
247INVESCO EXCH TRADED FD TR IIIVZ6,261$257,2640.01%
248SOUTHWESTERN ENERGY CO84546710951,230$256,1480.01%
249CATALYST PHARMACEUTICALS INCCPRX15,241$252,6960.01%
250VANGUARD WORLD FDS92204A702654$252,0690.01%
251PROCTER AND GAMBLE CO7427181091,692$251,6370.01%
252TOAST INCTOST14,074$249,8140.01%
253AMERICAN TOWER CORP NEW03027X1001,215$248,2730.01%
254HERTZ GLOBAL HLDGS INCHTZWW27,937$248,0810.01%
255INVESCO EXCHANGE TRADED FD TIVZ7,133$247,1110.01%
256INVESCO EXCH TRADED FD TR IIIVZ5,167$244,8060.01%
257GLOBAL X FDS37950E40812,055$243,3900.01%
258NUVEEN NEW YORK AMT QLT MUNINU23,006$243,1730.01%
259NMI HLDGS INCNMIH10,836$241,9680.01%
260HOME DEPOT INCHD801$236,2470.01%
261PFIZER INCPFE5,747$234,4780.01%
262DUOLINGO INCDUOL1,621$231,1380.01%
263BLACKROCK CAP INVT CORPBLK64,066$221,0280.01%
264PALO ALTO NETWORKS INCPANW1,098$219,3150.01%
265EATON VANCE NEW YORK MUN BDETN22,503$218,7290.01%
266LOCKHEED MARTIN CORPLMT459$216,7600.01%
267VANGUARD BD INDEX FDS9219378192,761$211,8430.01%
268BLACKSTONE INCBX2,391$209,9910.01%
269ISHARES TR46434V6214,130$206,4590.01%
270PROGYNY INCPGNY6,395$205,4070.01%
271SKILLZ INCSKLZ345,380$204,8790.01%
272AGNC INVT CORP00123Q10419,661$198,1870.01%
273FINVOLUTION GROUPFVGPY41,523$173,1510.01%
274GOLUB CAP BDC INC38173M10212,336$167,2820.01%
275OLO INC68134L10919,050$155,4480.01%
276PALANTIR TECHNOLOGIES INCPLTR15,554$131,4310.01%
277BIOVIE INCBIVIW15,428$124,6580.01%
278COMSTOCK RES INCLODE10,111$109,1000.01%
279TPG RE FIN TR INCTPGXL14,803$107,4700.01%
280BRC INCBRCC14,748$75,8050.00%
281BARK INCBARKW34,394$49,8710.00%
282DANIMER SCIENTIFIC INC23627210012,272$42,3380.00%
283THREDUP INCTDUP13,413$33,9350.00%
284FLJ GROUP LIMITED74738J20130,472$22,2750.00%
285WHEELS UP EXPERIENCE INCWSUPW32,000$20,2500.00%
286VERASTEM INCVSTM34,166$14,1860.00%
287IMPAC MTG HLDGS INC45254P50834,570$12,1100.00%
288TEMPO AUTOMATION HOLDINGS IN88024M10810,357$8,3900.00%