StockDriftsStockDriftsTop 50 Dhjj Financial Advisors LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.63% | 54.9K | $40.6M | -1.10%(-612) | $299.97(+134.85%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.88% | 284.9K | $20.5M | -0.82%(-2.37K) | $42.06(+73.08%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.14% | 286.7K | $14.4M | +36.48%(+76.64K) | $50.53(-0.30%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.82% | 409.2K | $13.3M | +0.87%(+3.54K) | $21.93(+61.40%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.46% | 335.5K | $12.1M | +0.60%(+2.01K) | $16.13(+116.57%) | 2026-09-30 | |
| IWM | ISHARES TR | 2.46% | 30.9K | $8.6M | +0.20%(+62) | $179.95(+53.75%) | 2026-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.25% | 70.3K | $7.8M | -5.49%(-4.08K) | $102.36(+13.49%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.23% | 228.2K | $7.8M | +9.57%(+19.93K) | $23.41(+48.38%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.21% | 33.0K | $7.7M | +2.09%(+676) | $143.69(+70.59%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.13% | 59.2K | $7.4M | -0.05%(-30) | $57.45(+109.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.59% | +62.59% | +8.83% | +52.63% |
| Top 20 Holdings Unweighted | +16.44% | +57.86% | +7.61% | +44.29% |
Dhjj Financial Advisors LTD reports $348.81M in US-listed equity holdings across 1,089 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.6%), IJH (5.9%) and JPST (4.1%). The top 20 holdings account for 52.58% of reported assets. Its disclosed equity book has returned +62.59% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dhjj Financial Advisors LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844716). View Dhjj Financial Advisors LTD’s 13F filings on SEC