§ 13F · FUND PROFILE
DHJJ Financial Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $276.9T (13F)Positions · 977Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$301.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 56K | $34.3T | 11.4% | NEW |
| 2 | IJH | ISHARES TR | 293K | $19.4T | 6.4% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 332K | $10.8T | 3.6% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 376K | $10.3T | 3.4% | NEW |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 161K | $8.1T | 2.7% | NEW |
| 6 | IWM | ISHARES TR | 31K | $7.7T | 2.6% | NEW |
| 7 | IWF | ISHARES TR | 15K | $7.3T | 2.4% | NEW |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 71K | $7.2T | 2.4% | NEW |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $7.0T | 2.3% | NEW |
| 10 | SCHM | SCHWAB STRATEGIC TR | 200K | $6.0T | 2.0% | NEW |
§ 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 $276936.1 trillion in assets. The fund runs a broad portfolio of 977 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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