Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DHJJ Financial Advisors, Ltd. (CIK 1844716) reported $301.8M across 1,051 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($31.9M, 10.59%), IJH ($19.5M, 6.45%), SCHD ($11.5M, 3.82%), SCHG ($9.6M, 3.17%), JPST ($8.6M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $31.9M | 10.59% | 55,355 | Trimmed |
| 2 | IJH | ISHARES TR | $19.5M | 6.45% | 288,150 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 3.82% | 376,085 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 3.17% | 328,264 | Trimmed |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $8.6M | 2.86% | 170,470 | Added |
| 6 | IWM | ISHARES TR | $7.6M | 2.54% | 30,847 | Trimmed |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 2.47% | 72,173 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.8M | 2.26% | 31,648 | Trimmed |
| 9 | IWF | ISHARES TR | $6.5M | 2.14% | 15,162 | Trimmed |
| 10 | SCHM | SCHWAB STRATEGIC TR | $6.2M | 2.06% | 200,720 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 1.54% | 7,154 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $4.2M | 1.38% | 106,812 | Added |
| 13 | SCHF | SCHWAB STRATEGIC TR | $4.1M | 1.34% | 163,979 | Added |
| 14 | SCHA | SCHWAB STRATEGIC TR | $3.9M | 1.30% | 135,172 | Added |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.9M | 1.29% | 57,198 | Added |
| 16 | AAPL | APPLE INC | $3.9M | 1.28% | 15,269 | Added |
| 17 | XSHQ | INVESCO EXCH TRADED FD TR II | $3.5M | 1.16% | 82,913 | Added |
| 18 | BJAN | INNOVATOR ETFS TRUST | $3.5M | 1.16% | 65,916 | Added |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.5M | 1.16% | 74,346 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $3.2M | 1.07% | 4,558 | Trimmed |
| 21 | FNOV | FIRST TR EXCHNG TRADED FD VI | $3.1M | 1.04% | 58,904 | Trimmed |
| 22 | SCHB | SCHWAB STRATEGIC TR | $2.8M | 0.92% | 110,549 | Trimmed |
| 23 | NOBL | PROSHARES TR | $2.8M | 0.92% | 26,314 | Trimmed |
| 24 | RYT | INVESCO EXCHANGE TRADED FD T | $2.5M | 0.82% | 54,871 | Added |
| 25 | DGRW | WISDOMTREE TR | $2.2M | 0.72% | 24,765 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31