§ 13F · FUND PROFILE
DHJJ Financial Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $277M (13F)Positions · 977Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 55K | $32M | 10.6% | −1% |
| 2 | IJH | ISHARES TR | 288K | $19M | 6.4% | −2% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 376K | $12M | 3.8% | ±0% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 328K | $10M | 3.2% | −1% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 170K | $9M | 2.9% | +6% |
| 6 | IWM | ISHARES TR | 31K | $8M | 2.5% | −2% |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | 72K | $7M | 2.5% | +2% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $7M | 2.3% | −1% |
| 9 | IWF | ISHARES TR | 15K | $6M | 2.1% | −1% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 201K | $6M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DHJJ SIGNAL
AC read
DHJJ Financial Advisors, Ltd. is a Other fund managing $277 million in assets. The fund runs a broad portfolio of 977 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed