account_balance
Investment manager · 13F filer · SEC CIK 1844716
DHJJ Financial Advisors, Ltd.
Reported value$349Mas of Sep 30, 2026
Positions1,089 29 new, 21 sold out
Top 10 weight40.2%QQQ alone is 12%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
11.6%
IJHiShares Tr
5.9%
JPSTJ P Morgan Exchange Traded F
4.1%Added +36%
SCHDSchwab Strategic Tr
3.8%
SCHGSchwab Strategic Tr
3.5%
IWMiShares Tr
2.5%
XMHQInvesco Exchange Traded Fd T
2.3%Trimmed −5%
SCHMSchwab Strategic Tr
2.2%Added +10%
VIGVanguard Specialized Funds
2.2%Added +2%
IWFiShares Tr
2.1%
SPYSPDR S&P 500 ETF Trust
1.5%Trimmed −4%
AAPLApple Inc.
1.5%
QQQInvesco QQQ Tr
11.6%
IJHiShares Tr
5.9%
JPSTJ P Morgan Exchange Traded F
4.1%
SCHDSchwab Strategic Tr
3.8%
SCHGSchwab Strategic Tr
3.5%
IWMiShares Tr
2.5%
XMHQInvesco Exchange Traded Fd T
2.3%
SCHMSchwab Strategic Tr
2.2%
VIG2.2%
IWF2.1%
SPY1.5%AAPL1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 11.6% Held
IJH iShares Tr 5.9% Held
JPST J P Morgan Exchange Traded F 4.1% Added +36%
SCHD Schwab Strategic Tr 3.8% Held
SCHG Schwab Strategic Tr 3.5% Held
IWM iShares Tr 2.5% Held
XMHQ Invesco Exchange Traded Fd T 2.3% Trimmed −5%
SCHM Schwab Strategic Tr 2.2% Added +10%
VIG Vanguard Specialized Funds 2.2% Added +2%
IWF iShares Tr 2.1% Held
SPY SPDR S&P 500 ETF Trust 1.5% Trimmed −4%AAPL Apple Inc. 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- SGVA $721K
- DDFG $118K
- DDTG $47K
- DDTS $45.1K
arrow_upwardAdded
- JPST +36%
- FJUL +20%
- IJUL +15%
- BSEP +14%
arrow_downwardTrimmed
- BOCT −26%
- NOBL −25%
- FNX −14%
- IVV −11%
remove_circleSold out
- USMV $241K
- FBND $225K
- VCIT $142K
- EA $45.1K
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