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CIK: 0001960212
Total reported value
$292.9M
$292.9M
318 檔
42.9%
As reported in its official Q1 2026 Form 13F filing, JDM Financial Group LLC's tracked investment portfolio stood at $292.9M with 318 total positions.
In Q1 2026, JDM Financial Group LLC displayed an active expansion posture, initiating 66 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 11.74% | +0.03% | +21.50% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.35% | +0.73% | +13.70% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 10.33% | -1.76% | -3.61% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.07% | -1.37% | +24.29% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.92% | -0.14% | -23.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | — | -1.39% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.62% | +0.01% | +4.32% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.59% | -0.09% | +1.98% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.51% | -0.14% | +6.19% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.84% | -0.09% | +5.87% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.05% | -0.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.01% | -0.04% | |
| 13 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.85% | -0.10% | — | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.22% | +2.12% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | +0.04% | +0.83% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | +0.75% | +0.28% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.02% | -0.13% | |
| 18 | IJAN | Innovator International Deve | ETF-Other | 1.16% | -0.09% | — | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.85% | -0.45% | -35.18% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | +0.14% | +7.00% | |
| 21 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.77% | -0.03% | -1.22% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | -0.21% | +37.17% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.01% | -1.10% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.63% | -0.63% | EXIT | |
| 25 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.60% | -0.60% | EXIT | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.10% | -0.06% | |
| 27 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.49% | -0.01% | — | |
| 28 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.41% | -0.02% | — | |
| 29 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.40% | -0.01% | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.39% | -0.14% | -30.34% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.01% | +18.61% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | — | +164.12% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | +1.86% | -1.94% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.02% | -0.93% | |
| 35 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.28% | -0.07% | -9.90% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | — | — | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.13% | -50.50% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.14% | +15.21% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.25% | -0.24% | -2.85% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | -0.21% | -1.35% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.01% | — | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | +0.02% | +0.33% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.23% | EXIT | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | +7.06% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | +14.94% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.17% | — | +3812.92% | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.17% | -0.10% | +7.50% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.17% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, JDM Financial Group LLC reported a total U.S. public equity portfolio value of $292.9M across 318 disclosed positions in Q1 2026.
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, SPDW, XHLF) accounted for 42.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
PMAR
市值: $104.4K
Top Position Liquidated / Trimmed
IEF
前期市值: $251.5K
During Q1 2026, JDM Financial Group LLC's top holdings by market value included BKLC (11.7%)、SPDW (10.3%)、XHLF (10.3%). The largest single position, BKLC, represented 11.7% of total portfolio value.
In Q1 2026, JDM Financial Group LLC made 128 total portfolio adjustments, initiating 66 new buys, adding to 30 positions, trimming 28 holdings, and fully liquidating 4 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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