DHJJ Financial Advisors, Ltd.

Q1 2026 13F-HR Holdings

Location
Naperville, IL
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
1,081
Total value ($000)
$301,753
Net value change ($000)
+672 (0.2%)
New positions
58
Sold out positions
17
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 1,225 11.9%
CAT 608 23.2%
DFAI 559 15.5%
BOXX 521 NEW
JPST 505 6.2%
INNOVATOR EDD 15 BUF ETF-MAR 313 NEW
QQQM 291 71.7%
RDVY 280 7.7%
INNOVATOR ED D15 BUFF JAN 266 NEW
IEFA 246 282.8%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,302 -6.7%
SCHG -1,263 -11.7%
IWF -802 -11.0%
FDN -297 -23.2%
SCHB -266 -8.7%
AAPL -260 -6.3%
SPY -256 -5.2%
VIG -241 -3.4%
MSFT -204 -23.3%
IHDG -170 -7.4%
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