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CIK: 0001960212
Total reported value
$292.9M
$292.9M
213 檔
26.6%
In Q1 2024, JDM Financial Group LLC's U.S. equity holdings reached a combined market value of $292.9M, distributed across 213 disclosed stock positions.
During Q1 2024, JDM Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.00% | -0.14% | +2.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.34% | — | +3.54% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.44% | +0.73% | +11.68% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.16% | -0.09% | +10.31% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.94% | +0.01% | +9.82% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.32% | +0.05% | -0.94% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.22% | +0.22% | +15.54% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.54% | +0.04% | +8.48% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | +0.02% | +0.81% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.29% | -0.14% | +9.74% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.82% | -0.09% | +6.67% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.01% | -3.60% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.28% | +0.75% | +1.02% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.26% | -0.01% | -2.14% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.52% | +0.14% | -0.07% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.10% | -9.14% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | -0.21% | +467.62% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.01% | -1.46% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.02% | -0.46% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | -0.21% | — | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.51% | — | -27.61% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.42% | +0.02% | +0.24% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.01% | -4.77% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | -0.01% | +0.29% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | +0.01% | -3.16% | |
| 26 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.34% | — | +12.39% | |
| 27 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.33% | — | +12.38% | |
| 28 | URTH | Ishares Msci World ETF | ETF-Other | 0.32% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.23% | EXIT | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | — | -6.89% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.14% | +83.24% | |
| 33 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.24% | — | +20.71% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.24% | — | +0.01% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -7.39% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | +37.64% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | — | — | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.19% | — | +0.02% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | -7.84% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | — | +0.22% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.15% | — | +0.08% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.14% | — | — | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.13% | -0.01% | +0.07% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.10% | -0.01% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | +0.49% | — | |
| 49 | SRE | Sempra | Stock-Utilities | 0.07% | -0.01% | — | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.06% | — | +1.04% |
According to official SEC Form 13F filings, JDM Financial Group LLC reported a total U.S. public equity portfolio value of $292.9M across 213 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, SPDW) accounted for 26.6% of total reported equity market value during Q1 2024.
During Q1 2024, JDM Financial Group LLC's top holdings by market value included VOO (25.0%)、IVV (12.3%)、SPDW (7.4%). The largest single position, VOO, represented 25.0% of total portfolio value.
In Q1 2024, JDM Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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