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Camilla Corso

Dhjj Financial Advisors, Ltd.

Assets Managed
$346.919M
Holdings
1082
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.97%(2Q avg: 7.6%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Dhjj Financial Advisors, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1082 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 346.919M in assets, with a quarterly growth rate of 14.97% and a 2-quarter average growth rate of 7.6%. The portfolio is managed by Camilla Corso, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.21%
11.78%
$40.846M
55,467 shares@ $736.4 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.31%
6.39%
$22.15M
287,252 shares@ $77.11 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 7.87%
3.71%
$12.864M
405,666 shares@ $31.72 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.59%
3.26%
$11.284M
333,458 shares@ $33.85 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 23.22%
3.07%
$10.622M
210,052 shares@ $50.58 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.05%
2.68%
$9.263M
30,830 shares@ $300.46 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 3.06%
2.43%
$8.396M
74,376 shares@ $112.88 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 3.78%
2.22%
$7.68M
208,299 shares@ $36.88 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.18%
2.21%
$7.651M
32,335 shares@ $236.62 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 290.52%
2.12%
$7.352M
59,210 shares@ $124.17 avg price

1-10 of 1082