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Portfolio (Quarterly) Guide ↗

DHJJ Financial Advisors, Ltd.

· CIK 0001844716
13F Portfolio $301M AUM 1,039 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1039 New
Page 42 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PFFA ETFIS SER TR I 32.0 $690.0 NEW $21.56 -4.7%
822 KD KYNDRYL HLDGS INC Technology 25.0 $664.0 NEW $26.56 -57.4%
823 INTU INTUIT Technology 1.0 $663.0 NEW $663.00 -59.6%
824 MYRG MYR GROUP INC DEL Industrials 3.0 $656.0 NEW $218.67 +118.6%
825 EYLD CAMBRIA ETF TR 17.0 $652.0 NEW $38.35 +18.5%
826 FXZ FIRST TR EXCHANGE TRADED FD 10.0 $649.0 NEW $64.90 +24.0%
827 XSD SPDR SERIES TRUST 2.0 $644.0 NEW $322.00 +77.6%
828 MUB ISHARES TR 6.0 $643.0 NEW $107.17 +0.4%
829 SDOG ALPS ETF TR 11.0 $642.0 NEW $58.36 +18.7%
830 HEQT SIMPLIFY EXCHANGE TRADED FUN 20.0 $641.0 NEW $32.05 +4.0%
831 MLM MARTIN MARIETTA MATLS INC Basic Materials 1.0 $623.0 NEW $623.00 -1.1%
832 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 16.0 $616.0 NEW $38.50 -6.9%
833 TMUS T-MOBILE US INC Communication Services 3.0 $610.0 NEW $203.33 -10.2%
834 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2.0 $608.0 NEW $304.00 +42.2%
835 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 25.0 $603.0 NEW $24.12 +15.0%
836 SPXN PROSHARES TR 8.0 $592.0 NEW $74.00 +8.7%
837 SPXE PROSHARES TR 8.0 $592.0 NEW $74.00 +6.8%
838 SIXO AIM ETF PRODUCTS TRUST 16.0 $556.0 NEW $34.75 +2.6%
839 MAA MID-AMER APT CMNTYS INC Real Estate 4.0 $556.0 NEW $139.00 +1.2%
840 LVHI LEGG MASON ETF INVT 15.0 $553.0 NEW $36.87 +10.2%
Page 42 of 52  ·  1,039 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.1%
Technology 14.3%
Industrials 9.1%
Consumer Cyclical 4.6%
Healthcare 3.2%
Communication Services 2.7%
Consumer Defensive 1.2%
Basic Materials 0.5%
Energy 0.5%
Real Estate 0.4%