DHJJ Financial Advisors, Ltd.

Q2 2026 13F-HR Holdings

Location
Naperville, IL
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
1,082
Total value ($000)
$346,919
Net value change ($000)
+45,166 (15.0%)
New positions
40
Sold out positions
37
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 8,896 27.8%
IJH 2,691 13.8%
JPST 1,995 23.1%
USFR 1,802 169.8%
SCHG 1,722 18.0%
IWM 1,613 21.1%
SCHM 1,466 23.6%
SCHA 1,364 34.7%
SCHD 1,326 11.5%
RSPT 1,047 42.2%
Top Reduces (Value $000, Stocks/ETFs)
CAT -1,571 -48.7%
XSHQ -312 -8.9%
IEFA -177 -53.2%
VONV -159 -80.3%
VONG -157 -81.8%
MCD -145 -13.4%
FTCS -131 -6.3%
USIG -83 -100.0%
MBB -80 -97.6%
MASI -64 -100.0%
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