DHJJ Financial Advisors, Ltd. - Portfolio Stock Holdings

DHJJ Financial Advisors, Ltd. disclosed 1114 stock positions in a recent SEC 13F filing. $346,880,536 of stock holdings were filed, with the largest holdings including QQQ, IJH, and SCHD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $623,433,866 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.