DHJJ Financial Advisors, Ltd.
•CIK: 1844716•Filing: Q4 2025
DHJJ Financial Advisors, Ltd. manages $301M across a diversified portfolio of 1,038 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by the top holding in NDQ at $34.3M. Further notable allocations include substantial exposure to the broader market via IJH ($19.4M) and SCHG ($10.8M). This positioning suggests a tactical overweighting toward high-growth and established market indices.
Total AUM
$301.1M
QoQ Performance
+2.1%
Positions
445
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
IJH
NDQ11.4%
IJH6.4%
SCHG3.6%
SCHD3.4%
JPST2.7%
IWM2.6%
IWF2.4%
XMHQ2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.4%
Technology3.6%
ETF2.5%
Industrial1.6%
Consumer1.0%
Healthcare0.6%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
+803 more exited positions
Changes from Q3 2025
NEW6 new positions
↑49 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022