DHJJ Financial Advisors, Ltd.

Q4 2025 13F-HR Holdings

Location
Naperville, IL
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
1,039
Total value ($000)
$301,081
Net value change ($000)
+6,245 (2.1%)
New positions
46
Sold out positions
9
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DDFO 501 NEW
DFAI 500 16.1%
RDVY 373 11.5%
DDFN 350 NEW
QQQM 343 544.4%
BOCT 341 45.2%
INOV 326 525.8%
CAT 305 13.2%
POCT 299 934.4%
AKRE 291 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWM -525 -6.4%
IJH -486 -2.4%
ORCL -182 -30.7%
SCHD -173 -1.6%
IJAN -156 -11.5%
FTCS -155 -6.5%
VUG -143 -24.5%
FDN -136 -9.6%
SCHB -120 -3.8%
PDEC -119 -24.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type