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CIK: 0001960212
Total reported value
$292.9M
$292.9M
248 檔
41.6%
According to the latest 13F quarterly dataset, JDM Financial Group LLC managed an equity portfolio of $292.9M at the end of Q4 2025, spanning 248 distinct U.S. exchange-listed positions.
In Q4 2025, JDM Financial Group LLC adopted a defensive or profit-taking posture, trimming 59 positions and completely liquidating 56 holdings to manage risk exposure.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 11.00% | +0.03% | -6.87% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 10.78% | -1.76% | +4.75% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.07% | +0.73% | +19.70% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.90% | -1.37% | +111.19% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.54% | -0.14% | +578.05% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.66% | — | -4.48% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.39% | -0.09% | +101.34% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 4.34% | +0.01% | +96.63% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.21% | -0.14% | +39.81% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.58% | -0.09% | +1.17% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | +0.05% | -0.83% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.01% | -2.87% | |
| 13 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.90% | -0.10% | +79.41% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.87% | +0.22% | -1.02% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | +0.04% | -0.65% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.32% | -0.45% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | +0.75% | -2.00% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.02% | -3.19% | |
| 19 | IJAN | Innovator International Deve | ETF-Other | 1.16% | -0.09% | — | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.16% | -0.63% | EXIT | |
| 21 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.94% | -0.60% | EXIT | |
| 22 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.79% | -0.03% | -2.95% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | +0.14% | -2.80% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.01% | -9.62% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.10% | -13.10% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | -0.21% | -9.72% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | -0.14% | — | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.13% | -1.73% | |
| 29 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.49% | -0.01% | — | |
| 30 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.42% | -0.02% | — | |
| 31 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.42% | -0.01% | — | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.32% | +1.86% | +23.38% | |
| 33 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.31% | -0.07% | -10.03% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | +0.01% | -12.66% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.02% | -1.91% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.28% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | -0.21% | -7.74% | |
| 38 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.24% | -18.93% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.14% | +93.59% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.01% | -2.49% | |
| 41 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | +0.02% | -12.35% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | -16.19% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | -6.20% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.17% | +0.01% | -1.43% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.17% | — | -8.48% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.23% | EXIT | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.16% | — | — | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.16% | -0.10% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.01% | -3.37% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.14% | — | +2.86% |
According to official SEC Form 13F filings, JDM Financial Group LLC reported a total U.S. public equity portfolio value of $292.9M across 248 disclosed positions in Q4 2025.
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 BKLC, XHLF, SPDW) accounted for 41.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHR
市值: $3.4M
Top Position Liquidated / Trimmed
PJUN
前期市值: $882.5K
During Q4 2025, JDM Financial Group LLC's top holdings by market value included BKLC (11.0%)、XHLF (10.8%)、SPDW (9.1%). The largest single position, BKLC, represented 11.0% of total portfolio value.
In Q4 2025, JDM Financial Group LLC made 159 total portfolio adjustments, initiating 24 new buys, adding to 20 positions, trimming 59 holdings, and fully liquidating 56 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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