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Dhjj Financial Advisors - Q4 2025 13F Filings

DH

Dhjj Financial Advisors, Ltd.

CIK: 0001844716
Address: Illinois Naperville 184 Shuman Boulevard, Suite 200
$301.08 M
Portfolio Value
1039
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/22/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAI Dimensional International Core Equity Market Etf
+$349,544.29
2. QQQM Invesco Nasdaq 100 Etf
+$341,948.18
3. BOCT Innovator Us Equity Buffer Etf - October
+$325,807.2
4. POCT Innovator Us Equity Power Buffer Etf - October
+$298,656.54
5. Profesionally Managed Portfo
+$291,192

Top Sells

Q4 2025
1. QQQ Invesco Qqq Trust Series I
−$881,528.76
2. IJH Ishares Core S&P Mid-Cap Etf
−$711,282.33
3. IWM Ishares Russell 2000 Etf
−$668,581.19
4. VIG Vanguard Dividend Appreciation Etf
−$232,084.59
5. SCHD Schwab Us Dividend Equity Etf
−$222,978.22

Asset Allocation

Stocks/ETFs
+1.53%
$283.54 M 94.17%
Options
$0 0.00%
Debt
0.00%
$106 0.00%
Other
+12.66%
$17.54 M 5.83%

Sector Allocation (Stocks)

Dhjj Financial Advisors Q4 2025 Filing Summary

Dhjj Financial Advisors, Ltd. filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 301.08 M reflecting a +2.12% change from the prior quarter, spanning 1,039 assets. The top 10 holdings comprised 41.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 35 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Dhjj Financial Advisors’s Q4 2025 Filing

Dhjj Financial Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Dhjj Financial Advisors reported a managed portfolio value of 301.08 M, consisting of 1,039 individual positions.

This page displays the raw filing documents. To see which stocks Dhjj Financial Advisors bought or sold during Q4 2025, please visit Dhjj Financial Advisors's Portfolio Analysis page.