DHJJ Financial Advisors, Ltd. 13F Holdings · Q2 2026
DHJJ Financial Advisors, Ltd. reported 1,081 securities worth $346.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (11.77%), IJH (6.38%), SCHD (3.71%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $40.8M | 11.77% | 55,467 | Added |
| 2 | IJH | ISHARES TR | $22.1M | 6.38% | 287,252 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $12.9M | 3.71% | 405,666 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $11.3M | 3.25% | 333,458 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $10.6M | 3.06% | 210,052 | Added |
| 6 | IWM | ISHARES TR | $9.3M | 2.67% | 30,830 | Trimmed |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | $8.4M | 2.42% | 74,376 | Added |
| 8 | SCHM | SCHWAB STRATEGIC TR | $7.7M | 2.21% | 208,299 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $7.7M | 2.21% | 32,335 | Added |
| 10 | IWF | ISHARES TR | $7.4M | 2.12% | 59,210 | Added |
| 11 | SCHA | SCHWAB STRATEGIC TR | $5.3M | 1.53% | 146,548 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $5.3M | 1.52% | 7,059 | Trimmed |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $4.8M | 1.38% | 116,080 | Added |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.6M | 1.34% | 57,154 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $4.6M | 1.32% | 164,804 | Added |
| 16 | AAPL | APPLE INC | $4.4M | 1.27% | 15,244 | Trimmed |
| 17 | BJAN | INNOVATOR ETFS TRUST | $3.8M | 1.11% | 65,282 | Trimmed |
| 18 | RSPT | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.02% | 54,721 | Trimmed |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.4M | 0.99% | 71,345 | Trimmed |
| 20 | FNOV | FIRST TR EXCHNG TRADED FD VI | $3.4M | 0.98% | 57,902 | Trimmed |
| 21 | XSHQ | INVESCO EXCH TRADED FD TR II | $3.2M | 0.92% | 65,853 | Trimmed |
| 22 | SCHB | SCHWAB STRATEGIC TR | $3.1M | 0.89% | 106,371 | Trimmed |
| 23 | NOBL | PROSHARES TR | $2.9M | 0.84% | 51,876 | Added |
| 24 | USFR | WISDOMTREE TR | $2.9M | 0.83% | 56,871 | Added |
| 25 | DGRW | WISDOMTREE TR | $2.4M | 0.68% | 24,814 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR