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Camilla Corso

Dhjj Financial Advisors, Ltd.

Assets Managed
$301.753M
Holdings
1081
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
0.23%(2Q avg: 1.18%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Dhjj Financial Advisors, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1081 positions.

Assets under management

The assets under management (AUM) of Dhjj Financial Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.753M in assets, with a quarterly growth rate of 0.23% and a 2-quarter average growth rate of 1.18%. The portfolio is managed by Camilla Corso, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.72%
10.59%
$31.95M
55,355 shares@ $577.18 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.81%
6.45%
$19.459M
288,150 shares@ $67.54 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.03%
3.83%
$11.538M
376,085 shares@ $30.69 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.08%
3.17%
$9.562M
328,264 shares@ $29.14 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 6.18%
2.86%
$8.627M
170,470 shares@ $50.61 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.68%
2.54%
$7.65M
30,847 shares@ $248.0 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 2.37%
2.48%
$7.461M
72,173 shares@ $103.38 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.3%
2.26%
$6.806M
31,648 shares@ $215.06 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.25%
2.15%
$6.465M
15,162 shares@ $426.39 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.44%
2.06%
$6.214M
200,720 shares@ $30.97 avg price

1-10 of 1081