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DHJJ Financial Advisors, Ltd.

DHJJ Financial Advisors, Ltd. is a Trust / Endowment institutional filer with the SEC under CIK 1844716, reporting 1,088 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-23

Top 10 portfolio positions

The largest reported holdings in DHJJ Financial Advisors, Ltd.'s most recent 13F filing, ranked by reported market value.

  1. INVESCO QQQ TR (QQQ)
  2. ISHARES TR (IJH)
  3. J P MORGAN EXCHANGE TRADED F (JPST)
  4. SCHWAB STRATEGIC TR (SCHD)
  5. SCHWAB STRATEGIC TR (SCHG)
  6. ISHARES TR (IWM)
  7. INVESCO EXCHANGE TRADED FD T (XMHQ)
  8. SCHWAB STRATEGIC TR (SCHM)
  9. VANGUARD SPECIALIZED FUNDS (VIG)
  10. ISHARES TR (IWF)
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