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CIK: 0001844716
Total reported value
$348.8M
$348.8M
1082 檔
28.0%
As reported in its official Q2 2026 Form 13F filing, DHJJ Financial Advisors, Ltd.'s tracked investment portfolio stood at $348.8M with 1082 total positions.
DHJJ Financial Advisors, Ltd. executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 5 holdings and trimming 66 positions.
Showing top 200 holdings (of 1082 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.77% | -0.14% | +0.20% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.38% | -0.50% | -0.31% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.71% | +0.11% | +7.87% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.25% | +0.21% | +1.58% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.06% | +1.08% | +23.22% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.67% | -0.21% | -0.06% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.42% | -0.17% | +3.05% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.21% | +0.02% | +3.78% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.21% | — | +2.17% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.12% | +0.01% | +290.52% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.53% | -0.11% | +8.42% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.04% | -1.33% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.38% | +0.06% | +8.68% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.34% | -0.04% | -0.08% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | -0.04% | +0.50% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.19% | -0.16% | |
| 17 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.11% | +0.02% | -0.96% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | -0.02% | -0.27% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 0.99% | -0.11% | -4.04% | |
| 20 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.98% | — | -1.70% | |
| 21 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.92% | -0.06% | -20.58% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | -0.03% | -3.78% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.84% | -0.24% | +97.14% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.83% | +0.04% | +169.76% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.68% | -0.02% | +0.20% | |
| 26 | IHDG | Wisdomtree International Hed | ETF-Other | 0.65% | -0.05% | -3.12% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.03% | -0.93% | |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.63% | -0.02% | -0.98% | |
| 29 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.58% | — | -0.81% | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | -0.04% | -7.44% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | -0.06% | -1.09% | |
| 32 | KOCT | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.53% | -0.02% | -0.09% | |
| 33 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | +0.09% | -0.87% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.07% | +0.96% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.52% | -0.07% | -0.01% | |
| 36 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.48% | -0.01% | -0.37% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | -0.12% | -65.84% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | +0.01% | -1.95% | |
| 39 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | +0.01% | — | |
| 40 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.44% | -0.09% | +0.13% | |
| 41 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.42% | — | -6.30% | |
| 42 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.40% | — | -3.39% | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.39% | -0.03% | -0.32% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.38% | — | +0.09% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | +0.01% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.03% | +1.19% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.38% | -0.04% | — | |
| 48 | IJAN | Innovator International Deve | ETF-Other | 0.38% | — | — | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.37% | -0.03% | +7.16% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | +6.37% |
According to official SEC Form 13F filings, DHJJ Financial Advisors, Ltd. reported a total U.S. public equity portfolio value of $348.8M across 1082 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, IJH, SCHD) accounted for 28.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $412.0K
Top Position Liquidated / Trimmed
USIG
前期市值: $83.4K
During Q2 2026, DHJJ Financial Advisors, Ltd.'s top holdings by market value included QQQ (11.8%)、IJH (6.4%)、SCHD (3.7%). The largest single position, QQQ, represented 11.8% of total portfolio value.
In Q2 2026, DHJJ Financial Advisors, Ltd. made 161 total portfolio adjustments, initiating 9 new buys, adding to 81 positions, trimming 66 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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