§ 13F · FUND PROFILE
DHJJ Financial Advisors, Ltd..
AUM · $347M (13F)Positions · 1082Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 55K | $41M | 11.8% | ±0% |
| 2 | IJH | ISHARES TR | 287K | $22M | 6.4% | ±0% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 406K | $13M | 3.7% | +8% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 333K | $11M | 3.3% | +2% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 210K | $11M | 3.1% | +23% |
| 6 | IWM | ISHARES TR | 31K | $9M | 2.7% | ±0% |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | 74K | $8M | 2.4% | +3% |
| 8 | SCHM | SCHWAB STRATEGIC TR | 208K | $8M | 2.2% | +4% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $8M | 2.2% | +2% |
| 10 | IWF | ISHARES TR | 59K | $7M | 2.1% | +291% |
§ 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 $347 million in assets. The fund runs a massive portfolio of 1,082 positions.
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