Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $256 Million
  • Q4 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $256 Million distributed in 1039 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $33.7M, Ishares Core S&P Mid Cap ETF with a value of $18.8M, Schwab Strategic Tr Us Large C with a value of $10.7M, Schwab Strategic Tr Us Dividen with a value of $10.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.13M.

Examining the 13F form we can see an decrease of $340K in the current position value, from $256M to 256M.

Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $256 Million
ETFs: $220 Million
Technology: $11.1 Million
Industrials: $5.9 Million
Consumer Cyclical: $3.11 Million
Financial Services: $3.11 Million
Healthcare: $2.13 Million
Communication Services: $1.69 Million
Consumer Defensive: $1.1 Million
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$394,000 0.15% of portfolio
14,867
Q4 2025 Added 0.01%
$0
$381,000 0.15% of portfolio
2,759
Q4 2025 Reduced 9.39%
$0
$389,000 0.15% of portfolio
1,358
Q4 2025 Added 65.61%
$414B
$363,000 0.14% of portfolio
1,555
Q4 2025 Added 0.13%
$0
$355,000 0.14% of portfolio
7,631
Q4 2025 Reduced 1.29%
$0
$362,000 0.14% of portfolio
7,527
Q4 2025 Added 33.29%
$367B
$342,000 0.13% of portfolio
957
Q3 2025 Reduced 3.82%
$0
$325,000 0.13% of portfolio
7,545
Q4 2025 Added 912.75%
$67.6B
$322,000 0.13% of portfolio
7,086
Q4 2025 Reduced 2.83%
$0
$317,000 0.12% of portfolio
12,607
Q4 2025 Reduced 3.08%
$0
$309,000 0.12% of portfolio
6,314
Q4 2025 Reduced 7.13%
$0
$297,000 0.12% of portfolio
4,853
Q4 2025 Added 0.54%
$279B
$303,000 0.12% of portfolio
2,950
Q4 2025 Reduced 3.53%
$0
$274,000 0.11% of portfolio
10,357
Q2 2025 Added 12.5%
$0
$284,000 0.11% of portfolio
5,473
Q3 2025 Added 35.37%
$0
$283,000 0.11% of portfolio
3,000
Q4 2022 New
$49.4B
$245,000 0.1% of portfolio
1,595
Q4 2025 Reduced 0.25%
$0
$260,000 0.1% of portfolio
2,253
Q3 2025 Reduced 4.25%
$0
$251,000 0.1% of portfolio
8,074
Q4 2025 Reduced 0.75%
$0
$265,000 0.1% of portfolio
9,987
Q4 2025 Added 0.05%
$0
$258,000 0.1% of portfolio
783
Q4 2025 Added 1.03%
$0
$222,000 0.09% of portfolio
6,775
Q4 2025 Added 18.03%
$0
$242,000 0.09% of portfolio
6,293
Q4 2025 New
$79.2B
$221,000 0.09% of portfolio
3,519
Q3 2025 Reduced 2.28%
$0
$232,000 0.09% of portfolio
1,242
Q4 2025 Added 122.58%
$971B
$212,000 0.08% of portfolio
208
Q2 2025 New
$0
$210,000 0.08% of portfolio
2,517
Q3 2025 Added 0.04%
$0
$207,000 0.08% of portfolio
5,532
Q4 2025 Added 1,375.2%
$258B
$216,000 0.08% of portfolio
1,235
Q3 2025 Added 0.98%
$0
$193,000 0.08% of portfolio
623
Q4 2025 Added 0.16%
$0
$202,000 0.08% of portfolio
812
Q4 2025 Added 0.25%
$0
$167,000 0.07% of portfolio
3,711
Q2 2024 Reduced 16.59%
$0
$178,000 0.07% of portfolio
4,224
Q3 2025 Added 4.07%
$0
$177,000 0.07% of portfolio
4,726
Q3 2025 Added 0.64%
$0
$186,000 0.07% of portfolio
4,794
Q4 2025 Added 771.64%
$0
$187,000 0.07% of portfolio
2,285
Q3 2023 New
$0
$172,000 0.07% of portfolio
2,005
Q4 2025 Reduced 5.38%
$0
$178,000 0.07% of portfolio
2,133
Q3 2025 Reduced 20.35%
$303B
$165,000 0.06% of portfolio
1,068
Q3 2025 Added 0.95%
$0
$147,000 0.06% of portfolio
2,883
Q4 2025 Added 247.35%
$0
$144,000 0.06% of portfolio
3,318
Q3 2025 Added 0.85%
$0
$147,000 0.06% of portfolio
5,842
Q3 2025 Reduced 34.59%
$79.5B
$155,000 0.06% of portfolio
1,245
Q4 2025 Reduced 0.88%
$328B
$155,000 0.06% of portfolio
519
Q4 2025 Added 0.19%
$266B
$154,000 0.06% of portfolio
519
Q2 2025 Added 273.38%
$346B
$163,000 0.06% of portfolio
1,118
Q3 2025 Reduced 0.18%
$0
$165,000 0.06% of portfolio
5,434
Q4 2025 Added 0.15%
$0
$146,000 0.06% of portfolio
2,792
Q2 2025 Added 52.9%
$0
$152,000 0.06% of portfolio
401
Q4 2025 Reduced 12.06%

Summary

  • Portfolio
  • No. of Stocks 1,039
  • Current Value $256 Million
  • Prior Value $256 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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