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DHJJ Financial Advisors

Latest statistics and disclosures from DHJJ Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, IJH, SCHD, SCHG, JPST, and represent 26.89% of DHJJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AAUA, JPST, DFAI, RDVY, QQQM, DDFM, DDFJ, IEFA, MRCP, BJAN.
Started 59 new stock positions in USHY, DDFF, KBWB, EMB, FDD, CGCV, BCIC, WCMI, FSIG, TRGP.
Reduced shares in these 10 stocks: IJH, QQQ, NOBL, FTCS, IHDG, SCHB, IWM, FDN, FVD, SCHG.
Sold out of its positions in ADBE, AstraZeneca, Comerica Incorporated, CEFZ, Fundamental Global, OCTM, HDB, PTH, MELI, OLPX. PMJA, Piper Jaffray Companies, XITK, UNM, PFXF, CCCX, CYBR.
DHJJ Financial Advisors was a net buyer of stock by $4.6M.
DHJJ Financial Advisors has $302M in assets under management (AUM), dropping by 0.22%.
Central Index Key (CIK): 0001844716

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 1081 positions in its portfolio as reported in the March 2026 quarterly 13F filing

DHJJ Financial Advisors has 1081 total positions. Only the first 250 positions are shown.

Sign up to view all of the DHJJ Financial Advisors March 31, 2026 positions
Download the DHJJ Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.6	$32M		55k	577.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.4	$20M		288k	67.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$12M		376k	30.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.2	$9.6M		328k	29.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.9	$8.6M	+6%	171k	50.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$7.6M		31k	248.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.5	$7.5M	+2%	72k	103.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$6.8M		32k	215.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$6.5M		15k	426.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$6.2M		201k	30.96	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$4.7M		7.2k	650.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$4.2M	+13%	107k	38.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$4.1M		164k	24.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$3.9M		135k	29.08	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$3.9M	+9%	57k	68.28	View chart
Apple (AAPL)	1.3	$3.9M		15k	253.80	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.2	$3.5M	+6%	66k	53.33	View chart
First Tr Exchange-traded SHS (FVD)	1.2	$3.5M	-3%	74k	47.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	1.2	$3.5M	+5%	83k	42.16	View chart
Caterpillar (CAT)	1.1	$3.2M		4.6k	708.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.0	$3.1M		59k	53.40	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.9	$2.8M	-6%	26k	106.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$2.8M	-4%	111k	25.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$2.5M		55k	45.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$2.2M	-3%	25k	87.84	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.7	$2.1M	-6%	44k	48.15	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$2.1M		49k	42.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$2.1M	-7%	22k	92.76	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$1.8M	+12%	34k	53.37	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$1.8M		19k	93.66	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$1.7M		35k	48.08	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.6	$1.7M	-2%	50k	33.93	View chart
United Parcel Svcs CL B (UPS)	0.5	$1.7M		17k	98.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.6M		13k	124.31	View chart
NVIDIA Corporation (NVDA)	0.5	$1.6M		9.1k	174.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.5M	-4%	45k	33.77	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.5	$1.5M	+3%	37k	41.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$1.5M		38k	39.94	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$1.4M	-6%	30k	47.70	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$1.3M	-2%	34k	39.80	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.4	$1.3M		11k	128.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.3M		6.0k	224.61	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.4	$1.3M	+4%	35k	36.28	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.2M		25k	48.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.2M		3.2k	356.58	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$1.1M		23k	49.69	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$1.1M		24k	46.25	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$1.1M	+15%	28k	39.43	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.5k	310.83	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.4	$1.1M		15k	71.41	View chart
Broadcom (AVGO)	0.4	$1.1M	-2%	3.5k	309.51	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$1.1M		22k	47.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.1M	+3%	21k	50.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.1M		3.3k	313.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.0M		1.7k	597.44	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$1.0M		18k	56.37	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$1.0M	-4%	21k	48.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$982k	-11%	4.2k	234.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.3	$936k	-8%	32k	29.50	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$929k		19k	48.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$923k	-9%	17k	55.85	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$907k		25k	36.25	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$906k	-2%	20k	44.87	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.3	$900k	+5%	23k	39.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$895k		21k	41.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$885k		18k	50.33	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.3	$835k	+18%	28k	29.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$832k	-5%	1.3k	653.21	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$823k	+6%	16k	52.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$817k		26k	31.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$812k		24k	33.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$797k		16k	49.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$788k	-2%	25k	32.03	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$778k		14k	54.62	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.3	$761k	+6%	26k	29.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$753k	+2%	16k	46.13	View chart
Amazon (AMZN)	0.2	$732k	-2%	3.5k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$697k	+82%	2.9k	237.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.2	$694k	-10%	13k	52.80	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$689k	-11%	20k	34.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$683k	-3%	9.3k	73.14	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$680k		20k	33.75	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$677k		11k	60.44	View chart
Microsoft Corporation (MSFT)	0.2	$672k		1.8k	370.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$666k	-5%	12k	56.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$659k		14k	45.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$636k	+23%	13k	50.41	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$624k	-7%	13k	48.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$607k	-9%	15k	40.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$589k		11k	54.72	View chart
Vanguard World Health Car Etf (VHT)	0.2	$580k		2.1k	272.33	View chart
JPMorgan Chase & Co. (JPM)	0.2	$547k		1.9k	294.24	View chart
Merck & Co (MRK)	0.2	$545k		4.5k	120.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.2	$544k	+3%	24k	22.38	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$544k		4.6k	119.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$543k		13k	41.06	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$532k	+8%	17k	31.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$530k	+35%	1.8k	287.22	View chart
Ea Series Trust Alpha Architect (AAUA)	0.2	$521k	NEW	11k	48.94	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$511k	-3%	16k	31.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.2	$509k		19k	26.30	View chart
Johnson & Johnson (JNJ)	0.2	$504k	-14%	2.1k	244.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$498k	-3%	16k	31.25	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.2	$497k		23k	21.45	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$496k		19k	26.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$491k	+2%	11k	44.62	View chart
Meta Platforms Cl A (META)	0.2	$482k		843.00	572.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.2	$467k		13k	35.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$462k	-3%	1.6k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$456k		1.6k	286.86	View chart
Willis Towers Watson SHS (WTW)	0.1	$446k		1.5k	290.70	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$444k		10k	43.02	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$442k	+9%	3.0k	145.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$440k		15k	30.19	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$433k		9.9k	43.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$432k	-5%	9.6k	44.91	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$427k		9.0k	47.54	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$419k	+7%	18k	23.06	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$419k		11k	39.14	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$414k	+4%	949.00	436.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$405k		11k	38.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$400k	+59%	1.2k	320.87	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$389k		3.9k	98.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$387k	-2%	775.00	499.66	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$385k		11k	34.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$381k		9.5k	40.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$381k		15k	25.64	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.1	$369k	-3%	9.6k	38.47	View chart
Us Bancorp Com New (USB)	0.1	$369k		7.1k	52.01	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.1	$368k	+32%	12k	30.32	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$368k	+5%	19k	19.00	View chart
Wal-Mart Stores (WMT)	0.1	$365k		2.9k	124.27	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.1	$365k	-2%	12k	30.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$362k		8.5k	42.50	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.1	$361k	+138%	11k	31.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$359k		7.5k	47.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$359k	-3%	7.4k	48.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$356k		15k	24.00	View chart
Abbvie (ABBV)	0.1	$356k	+5%	1.6k	217.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$354k	-9%	14k	26.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$333k	-3%	9.0k	37.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$333k	+279%	3.7k	90.53	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.1	$326k	+135%	12k	28.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$319k		7.7k	41.69	View chart
Eli Lilly & Co. (LLY)	0.1	$317k	+65%	345.00	919.84	View chart
Home Depot (HD)	0.1	$315k		957.00	328.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$315k	-3%	7.3k	43.11	View chart
Innovator Etfs Trust Equity Dual Dire (DDFM)	0.1	$313k	NEW	17k	18.77	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$312k	-5%	13k	24.83	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$312k		6.3k	49.41	View chart
Oracle Corporation (ORCL)	0.1	$310k		2.1k	147.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$310k	-4%	12k	25.75	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JULP)	0.1	$309k	-5%	10k	30.32	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.1	$302k	+30%	10k	30.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$301k	-3%	4.7k	64.08	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.1	$299k		12k	25.61	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$295k		9.4k	31.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$294k	+20%	1.5k	196.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$292k		3.0k	97.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$283k		5.5k	51.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$279k		10k	27.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$279k		6.8k	41.09	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$278k		10k	27.85	View chart
Innovator Etfs Trust Growth 100 Power (NMAY)	0.1	$277k	-5%	9.9k	28.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$276k	-3%	9.1k	30.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$275k		6.7k	40.78	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.1	$266k	NEW	14k	18.76	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$263k	-4%	2.2k	121.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$242k		7.9k	30.62	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JUNP)	0.1	$241k		8.0k	30.34	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$241k		6.3k	38.24	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAP)	0.1	$241k	-16%	8.2k	29.40	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$239k		7.1k	33.48	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$238k	+106%	8.1k	29.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$238k		1.2k	192.90	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$237k	+4%	9.3k	25.55	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$233k		7.1k	32.56	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$232k		2.5k	92.34	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$232k	+89%	3.3k	69.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$228k	+81%	5.4k	42.51	View chart
Pgim Rock Etf Tr S&p 500 Buffer (AUGP)	0.1	$226k		7.4k	30.56	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.1	$226k	+4%	12k	18.93	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$223k		6.8k	32.89	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$222k		7.3k	30.28	View chart
Chevron Corporation (CVX)	0.1	$221k		1.1k	206.90	View chart
Cbre Group Cl A (CBRE)	0.1	$216k		1.6k	135.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$215k		821.00	261.98	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.1	$207k		7.2k	28.73	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$206k		5.5k	37.27	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$206k	+40%	4.1k	50.67	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$204k		6.9k	29.42	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$199k	+177%	7.1k	28.09	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$198k	NEW	2.1k	93.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$197k		5.1k	38.71	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$197k	-16%	3.7k	52.85	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$195k		2.3k	85.15	View chart
Servicenow (NOW)	0.1	$194k		1.9k	104.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$194k		2.0k	96.69	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$194k	-32%	7.1k	27.39	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$193k		6.5k	29.72	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$192k	-9%	5.4k	35.38	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$192k	NEW	1.7k	109.69	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$192k		6.7k	28.74	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$191k	+2%	4.9k	38.84	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$190k	+105%	6.5k	29.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$186k		623.00	298.94	View chart
Nike CL B (NKE)	0.1	$186k		3.5k	52.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$183k		4.5k	40.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$182k		4.6k	39.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$182k		4.2k	42.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$180k		4.2k	43.06	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$180k		3.7k	48.46	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$180k		4.7k	38.02	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$178k		6.2k	28.65	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.1	$177k	NEW	9.4k	18.93	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$176k		5.4k	32.43	View chart
Quanta Services (PWR)	0.1	$176k		320.00	549.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$173k		6.7k	25.75	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$173k	-26%	4.5k	38.81	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.1	$172k		6.1k	28.27	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MAYP)	0.1	$171k		5.5k	31.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$171k		4.4k	38.94	View chart
Ge Vernova (GEV)	0.1	$169k		194.00	872.90	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$169k		3.3k	50.79	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$165k		5.7k	28.95	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	0.1	$165k		5.4k	30.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$164k		4.7k	35.21	View chart
Procter & Gamble Company (PG)	0.1	$162k		1.1k	144.44	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$159k		2.4k	67.22	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$158k		6.1k	25.70	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$156k	+586%	3.9k	39.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$156k	-9%	5.9k	26.31	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$154k		4.6k	33.93	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$152k		3.9k	38.67	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$151k		3.7k	40.47	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$150k		4.6k	32.79	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.0	$150k	-26%	4.1k	36.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$149k		3.7k	40.49	View chart
Ge Aerospace Com New (GE)	0.0	$147k		519.00	283.75	View chart
Lockheed Martin Corporation (LMT)	0.0	$145k		240.00	604.39	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$145k		5.8k	24.77	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.0	$145k	+343%	4.8k	29.81	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$144k		401.00	359.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$144k	+14%	6.1k	23.75	View chart
Wintrust Financial Corporation (WTFC)	0.0	$144k		1.0k	138.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$143k	+4%	2.9k	49.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$140k	-20%	1.7k	82.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$139k		5.6k	24.82	View chart
Deere & Company (DE)	0.0	$138k		245.00	563.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.0	$137k		5.2k	26.17	View chart

Past Filings by DHJJ Financial Advisors

SEC 13F filings are viewable for DHJJ Financial Advisors going back to 2020

DHJJ Financial Advisors 2026 Q1 filed April 9, 2026
DHJJ Financial Advisors 2025 Q4 filed Jan. 23, 2026
DHJJ Financial Advisors 2025 Q3 filed Oct. 20, 2025
DHJJ Financial Advisors 2025 Q2 filed July 21, 2025
DHJJ Financial Advisors 2025 Q1 filed April 18, 2025
DHJJ Financial Advisors 2024 Q4 filed Jan. 30, 2025
DHJJ Financial Advisors 2024 Q3 filed Oct. 22, 2024
DHJJ Financial Advisors 2024 Q2 filed July 12, 2024
DHJJ Financial Advisors 2024 Q1 filed April 11, 2024
DHJJ Financial Advisors 2023 Q4 filed Jan. 30, 2024
DHJJ Financial Advisors 2023 Q3 filed Oct. 10, 2023
DHJJ Financial Advisors 2023 Q2 filed July 28, 2023
DHJJ Financial Advisors 2023 Q1 filed May 2, 2023
DHJJ Financial Advisors 2022 Q4 filed Feb. 3, 2023
DHJJ Financial Advisors 2022 Q3 filed Nov. 14, 2022
DHJJ Financial Advisors 2022 Q2 filed Aug. 4, 2022

View all past filings

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