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DHJJ Financial Advisors, LTD.
DHJJ Financial Advisors, Ltd. is a registered investment advisory firm with SEC, specializing in holistic wealth management, investment management, tax planning, and financial planning for individuals, families, trusts, and retirement plans. Advisory team members are both CPAs and CERTIFIED FINANCIAL PLANNER™ professionals, enabling deep integration of tax and investment strategies. The firm emphasizes comprehensive, personalized financial planning rather than product sales. Advisory and CPA services are provided by separate affiliated entities to avoid conflicts of interest.
Investment Strategy
Customized investment portfolios based on client goals and risk tolerance. Holistic approach integrating tax planning with investment management. Focus on minimizing taxes, retirement planning, estate planning, stock options, and charitable giving. No product sales; client-first, fiduciary approach.
Latest 13F Filing Activity
DHJJ Financial Advisors, LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 875 equity positions with a total 13F market value of $295M. The fund increased holdings in Invesco QQQ TR, First TR Exchange Traded FD, Ishares TR among other positions. DHJJ Financial Advisors, LTD. reduced exposure to First TR Exchange-traded FD, First TR Exchange-traded FD, United Parcel Service Inc. among others.
Top Holdings
Equity Positions (875)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 11.65% | $34.3M | 57,192 | $316.26 | $600.37 | +$2.9M |
I IJH | ISHARES TR | 6.73% | $19.9M | 304,260 | $46.33 | $65.26 | +$901.6K |
S SCHG | SCHWAB STRATEGIC TR | 3.62% | $10.7M | 334,546 | $16.47 | $31.91 | +$824.7K |
S SCHD | SCHWAB STRATEGIC TR | 3.56% | $10.5M | 384,102 | $22.34 | $27.30 | +$330.2K |
I IWM | ISHARES TR | 2.80% | $8.2M | 34,092 | $199.81 | $241.96 | +$1.1M |
Industry Allocation
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