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
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Chairman
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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.