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Azzad Asset Management Inc. /adv
Azzad Asset Management, Inc. is a registered investment adviser headquartered in Falls Church, Virginia. Founded in 1997, the firm specializes in socially responsible, Shariah-compliant (Islamic) investing and comprehensive financial planning. It serves individuals, families, and institutions—particularly American Muslim families—helping them align their financial goals with their faith and ethical values. The firm employs a team overseen by an Investment Committee, adhering to ethical investment principles and fiduciary standards. Azzad manages diversified halal portfolios and operates the Azzad Wise Capital Fund, recognized as the first halal fixed-income fund in the U.S. The firm has earned a reputation for its long-standing active equity strategies and client-centric, values-driven approach. As of 2024, the firm employs approximately 10-20 people.
Investment Strategy
Azzad Asset Management integrates socially responsible, Shariah-compliant investment principles into a disciplined process aimed at building portfolios that reflect clients' faith and ethical priorities. The firm's strategy employs a rigorous screening methodology to ensure all investments comply with Islamic finance guidelines, avoiding businesses related to alcohol, gambling, interest-bearing instruments, and other prohibited sectors. Portfolios are diversified across various asset classes, including equities (domestic and international), small cap, dividends, and real estate investment trusts. Azzad also offers the Wise Capital Fund, the first halal fixed-income fund in the U.S., enabling riba-free income generation for Muslim investors. The firm acts as a fiduciary and uses shareholder advocacy to influence ethical corporate behavior, focusing on sustainable companies with responsible business practices.
Latest 13F Filing Activity
Azzad Asset Management Inc. /adv filed their most recent 13F report on Jun 30, 2025 disclosing 309 equity positions with a total 13F market value of $933M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Meta Platforms Inc. among other positions. Azzad Asset Management Inc. /adv reduced exposure to Apple Inc., Chevron Corp. New, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.42% | $41.2M | 260,888 | $13.73 | $157.99 | +$13.2M |
A AAPL | APPLE INC | 4.08% | $38.1M | 185,769 | $91.84 | $205.17 | -$3.8M |
M MSFT | MICROSOFT CORP | 3.78% | $35.3M | 70,903 | $378.03 | $497.41 | +$9.2M |
M META | META PLATFORMS INC | 2.93% | $27.3M | 37,008 | $200.36 | $738.09 | +$6.6M |
| ALPHABET INC | 1.81% | $16.9M | 95,644 | $92.56 | $176.23 | -$526.6K |
Industry Allocation
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