StockDriftsStockDriftsTop 50 DHJJ Financial Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.77% | 55.5K | $40.8M | +0.20%(+112) | $299.97(+144.19%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.38% | 287.3K | $22.1M | -0.31%(-898) | $42.06(+86.75%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.71% | 405.7K | $12.9M | +7.87%(+29.58K) | $21.84(+57.30%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.25% | 333.5K | $11.3M | +1.58%(+5.19K) | $16.02(+122.35%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.06% | 210.1K | $10.6M | +23.22%(+39.58K) | $50.56(-0.10%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.67% | 30.8K | $9.3M | -0.06%(-17) | $179.73(+69.01%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.42% | 74.4K | $8.4M | +3.05%(+2.20K) | $102.36(+16.68%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.21% | 208.3K | $7.7M | +3.78%(+7.58K) | $22.25(+64.91%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.21% | 32.3K | $7.7M | +2.17%(+687) | $141.79(+72.84%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.12% | 59.2K | $7.4M | -2.37%(-1.44K) | $57.45(+114.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.22% | +56.98% | +8.69% | +51.69% |
| Top 20 Holdings Unweighted | +14.71% | +50.92% | +7.28% | +42.08% |
DHJJ Financial Advisors, Ltd. reports $346.92M in US-listed equity holdings across 1,082 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.8%), IJH (6.4%) and SCHD (3.7%). The top 20 holdings account for 52.26% of reported assets. Its disclosed equity book has returned +56.98% on a three-year cumulative basis. Figures reflect the Q2 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