13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001960212
Total reported value
$292.9M
$292.9M
357 檔
35.5%
In Q4 2024, JDM Financial Group LLC's U.S. equity holdings reached a combined market value of $292.9M, distributed across 357 disclosed stock positions.
In Q4 2024, JDM Financial Group LLC adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 30 holdings to manage risk exposure.
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.97% | -0.14% | +0.51% | |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 11.15% | +0.03% | +4.65% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.59% | -1.76% | +27.62% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.55% | — | -0.43% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.80% | +0.73% | +14.39% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.35% | -0.09% | -0.54% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.34% | +0.01% | +0.56% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.65% | -0.14% | +16.67% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.02% | -0.09% | +8.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.01% | +0.05% | +0.66% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.01% | -2.82% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | +0.22% | +3.29% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.02% | -0.57% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | +0.04% | +4.57% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | +0.75% | -1.14% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.18% | -1.37% | +16.75% | |
| 17 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.94% | -0.03% | +14.46% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | -0.01% | -2.32% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.14% | -0.21% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.10% | -5.14% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.70% | -0.24% | -30.64% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | -0.21% | -0.25% | |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.62% | -0.07% | -2.60% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | +1.86% | +12296.95% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | -0.21% | +2.09% | |
| 26 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.42% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.02% | -0.46% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | +0.01% | +8.30% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.33% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.01% | — | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | — | +197.72% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | -4.77% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.23% | +0.01% | — | |
| 34 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.23% | +0.02% | -4.16% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.21% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | -2.93% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.23% | EXIT | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.14% | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | -0.01% | +200.80% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | -7.87% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | +0.01% | — | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.16% | — | +0.03% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | -10.84% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | — | +25.97% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 46 | URTH | Ishares Msci World ETF | ETF-Other | 0.12% | — | -27.69% | |
| 47 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.12% | -0.02% | EXIT | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.12% | -0.01% | +6.49% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.11% | — | +0.03% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.01% | -3.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +1.7% | +27.62% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.5% | +12296.95% | Add |
| 3 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +4.65% | Add |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +197.72% | Add |
| 5 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +16.67% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +16.75% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.29% | Add |
| 8 | BUFF | Innovator Laddered Allocatio | +0.1% | +14.46% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +653.79% | Add |
| 10 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 11 | MTUM | Ishares Msci USA Momentum Fa | 0% | +162.20% | Add |
| 12 | VTV | Vanguard Value ETF | 0% | +25.97% | Add |
| 13 | VBR | Vanguard Small-cap Value ETF | 0% | +143.57% | Add |
| 14 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
| 15 | AVDV | Avantis Intl S/c Value ETF | 0% | +274.17% | Add |
| 16 | QQQM | Invesco Nasdaq 100 ETF | 0% | +2.09% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | -4.77% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | -2.93% | Trim |
| 19 | DFUV | Dimensional US Marketwide Va | 0% | +57.25% | Add |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +31.96% | Add |
| 21 | NVR | Nvr Inc | 0% | NEW | New buy |
| 22 | TECL | Dire Dai Tec Bull 3x Etf-usd | 0% | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +10.63% | Add |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | NEW | New buy |
| 25 | AVUV | Avantis US Small Cap Value | 0% | +113.29% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +160.43% | Add |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | NEW | New buy |
| 28 | BLK | Blackrock Inc | 0% | +850.00% | Add |
| 29 | MCK | Mckesson CORP | 0% | NEW | New buy |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | +351.60% | Add |
| 31 | HPQ | Hp Inc | 0% | NEW | New buy |
| 32 | JHMM | John Hancock Multi Fact Mid | 0% | NEW | New buy |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | 0% | NEW | New buy |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | NEW | New buy |
| 35 | DOX | Amdocs Limited | 0% | NEW | New buy |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | +16.87% | Add |
| 37 | SMCI | Super Micro Computer Inc | 0% | NEW | New buy |
| 38 | BTC | Grayscale Bitcoin Mini ETF | 0% | NEW | New buy |
| 39 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 40 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 41 | ZTS | Zoetis Inc | 0% | +112.82% | Add |
| 42 | AFRM | Affirm Holdings Inc | 0% | — | Unchanged |
| 43 | NVDA | Nvidia CORP | — | -5.14% | Trim |
| 44 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | — | +22.43% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | +11.40% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | — | +0.27% | Add |
| 48 | SCHX | Schwab US Large-cap ETF | — | +200.80% | Add |
| 49 | LLY | Eli Lilly & Co | — | -37.50% | Trim |
| 50 | BA | Boeing Co/the | — | -0.28% | Trim |
According to official SEC Form 13F filings, JDM Financial Group LLC reported a total U.S. public equity portfolio value of $292.9M across 357 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BKLC, XHLF) accounted for 35.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVR
市值: $24.5K
Top Position Liquidated / Trimmed
IBTJ
前期市值: $272.2K
During Q4 2024, JDM Financial Group LLC's top holdings by market value included VOO (19.0%)、BKLC (11.2%)、XHLF (9.6%). The largest single position, VOO, represented 19.0% of total portfolio value.
In Q4 2024, JDM Financial Group LLC made 159 total portfolio adjustments, initiating 21 new buys, adding to 45 positions, trimming 63 holdings, and fully liquidating 30 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.