DHJJ Financial Advisors, Ltd.
DHJJ Financial Advisors, Ltd. reported 1,082 positions worth $346.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QQQ (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $40.8M | 11.77% | 55,467 | — | — | |
| ▸ 2 | IJH | SH | $22.1M | 6.38% | 287,252 | — | — | |
| ▸ 3 | SCHD | SH | $12.9M | 3.71% | 405,666 | — | — | |
| ▸ 4 | SCHG | SH | $11.3M | 3.25% | 333,458 | — | — | |
| ▸ 5 | JPST | SH | $10.6M | 3.06% | 210,052 | — | — | |
| ▸ 6 | IWM | SH | $9.3M | 2.67% | 30,830 | — | — | |
| ▸ 7 | XMHQ | SH | $8.4M | 2.42% | 74,376 | — | — | |
| ▸ 8 | SCHM | SH | $7.7M | 2.21% | 208,299 | — | — | |
| ▸ 9 | VIG | SH | $7.7M | 2.21% | 32,335 | — | — | |
| ▸ 10 | IWF | SH | $7.4M | 2.12% | 59,210 | — | — |
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Frequently Asked Questions
What stocks does DHJJ Financial Advisors, Ltd. hold as of Q2 2026?
DHJJ Financial Advisors, Ltd. reported 1082 positions worth $346.9M in its Q2 2026 13F filing. Largest positions: QQQ (11.8%), IJH (6.4%), SCHD (3.7%), SCHG (3.3%) and JPST (3.1%).
What did DHJJ Financial Advisors, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DHJJ Financial Advisors, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.