DHJJ Financial Advisors, Ltd.
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 301,753
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 115.6 K | 38.4% | 0 | 91.26 K | -91.26 K |
| ETFs | 185.8 K | 61.6% | 91.55 K | 0 | 91.55 K |
| Debt | 4 | 0.0% | 1 | 0 | 1 |
| Other | 0 | 0.0% | 0 | 7 | -7 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
301,753
Holdings
1081
QoQ value change ($000)
672
(0.2%)
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.