1y return+20.6%S&P 500 +20.9%
3y return+51.7%S&P 500 +68.5%
5y return+50.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $169 against $200 in the S&P 500.2
DHJJ Financial Advisors, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $40.8M | 11.8% | |
| IJHIshares Tr | $22.1M | 6.4% | |
| SCHDSchwab Strategic Tr | $12.9M | 3.7% | +7.9% |
| SCHGSchwab Strategic Tr | $11.3M | 3.3% | +1.6% |
| JPSTJ P Morgan Exchange Traded F | $10.6M | 3.1% | +23.2% |
| IWMIshares Tr | $9.3M | 2.7% | |
| XMHQInvesco Exchange Traded Fd T | $8.4M | 2.4% | +3.1% |
| SCHMSchwab Strategic Tr | $7.7M | 2.2% | +3.8% |
| VIGVanguard Specialized Funds | $7.7M | 2.2% | +2.2% |
| IWFIshares Tr | $7.4M | 2.1% | −2.4% |
| SCHASchwab Strategic Tr | $5.3M | 1.5% | +8.4% |
| SPYState Str Spdr S&p 500 Etf T | $5.3M | 1.5% | −1.3% |
| DFAIDimensional Etf Trust | $4.8M | 1.4% | +8.7% |
| RDVYFirst Tr Exchange Traded Fd | $4.6M | 1.3% | |
| SCHFSchwab Strategic Tr | $4.6M | 1.3% | |
| AAPLApple Inc | $4.4M | 1.3% | |
| BJANInnovator Etfs Trust | $3.8M | 1.1% | |
| RSPTInvesco Exchange Traded Fd T | $3.5M | 1.0% | |
| FVDFirst Tr Exchange-traded Fd | $3.4M | 1.0% | −4.0% |
| FNOVFirst Tr Exchng Traded Fd Vi | $3.4M | 1.0% | −1.7% |
| XSHQInvesco Exch Traded Fd Tr II | $3.2M | 0.9% | −20.6% |
| SCHBSchwab Strategic Tr | $3.1M | 0.9% | −3.8% |
| NOBLProshares Tr | $2.9M | 0.8% | −1.4% |
| USFRWisdomtree Tr | $2.9M | 0.8% | +169.8% |
| DGRWWisdomtree Tr | $2.4M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $1.7M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $1.8M |
| RSPTInvesco Exchange Traded Fd T | December 31, 2020 | +154.4% | $3.5M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $40.8M |
| TDIVFirst Tr Exchange Traded Fd | December 31, 2020 | +132.2% | $2.2M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $4.4M |
| SCHGSchwab Strategic Tr | December 31, 2020 | +110.8% | $11.3M |
| IWFIshares Tr | December 31, 2020 | +106.0% | $7.4M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $5.3M |
| BFEBInnovator Etfs Trust | December 31, 2020 | +93.5% | $1.6M |
Sold off last quarter
- USIGIshares Tr was $83K
- Masimo CorpCUSIP 574795100 was $64K
- EMBIshares Tr was $46K
- TFISpdr Series Trust was $46K
- Esperion Therapeutics Inc NeCUSIP 29664W105 was $26K
- USHYIshares Tr was $23K
- Honeywell Intl IncCUSIP 438516106 was $23K
- SPTLSpdr Series Trust was $17K
- FSIGFirst Tr Exchange-traded Fd was $15K
- Dupont De Nemours IncCUSIP 26614N102 was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +6.0% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: DHJJ Financial Advisors, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844716&type=13F-HR&dateb=&owner=include&count=40CIK 1844716
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1844716/000184471626000004/Filed July 24, 2026 · accession 0001844716-26-000004