DHJJ Financial Advisors, Ltd.
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 346,919
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 1,082 | 346,919 | 13F-HR | DHJJ Financial Advisors, Ltd. |
| Q1 2026 | 4/9/2026 | 1,081 | 301,753 | 13F-HR | DHJJ Financial Advisors, Ltd. |
| Q4 2025 | 1/23/2026 | 1,039 | 301,081 | 13F-HR | DHJJ Financial Advisors, Ltd. |
| Q3 2025 | 10/20/2025 | 1,003 | 294,836 | 13F-HR | DHJJ Financial Advisors, Ltd. |
| Q2 2025 | 7/21/2025 | 977 | 276,936 | 13F-HR | DHJJ Financial Advisors, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123.3 K | 35.6% | 7.75 K | 0 | 7.75 K |
| ETFs | 223.1 K | 64.4% | 37.34 K | 0 | 37.34 K |
| Debt | 3 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
346,919
Holdings
1082
QoQ value change ($000)
45,166
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.