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CIK: 0000815917
Total reported value
$249.8B
$249.8B
4224 檔
24.5%
According to the latest 13F quarterly dataset, Jones Financial Companies Lllp managed an equity portfolio of $249.8B at the end of Q3 2025, spanning 4224 distinct U.S. exchange-listed positions.
In Q3 2025, Jones Financial Companies Lllp displayed an active expansion posture, initiating 1 new positions and adding to 182 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.43% | -0.70% | +0.45% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.81% | -1.88% | -1.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.79% | -0.12% | +3.62% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.86% | -0.87% | +3.22% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.19% | +4.60% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.69% | -0.22% | +7.62% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.94% | +0.11% | +8.08% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.58% | -0.02% | +9.66% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.62% | -0.02% | +3.19% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.79% | -0.36% | +3.95% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | +1.86% | +15.34% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.27% | -0.13% | +6.87% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.08% | -0.03% | +3.62% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.59% | -0.15% | +176.99% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | +0.18% | +549.55% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.15% | -0.03% | +144.98% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.95% | -0.07% | -7.01% | |
| 18 | DFIS | Dimensional International Sm | ETF-Other | 0.73% | -0.06% | +82.51% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.59% | -0.05% | +6.16% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.58% | +0.01% | -15.14% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.54% | -0.06% | +6.61% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | — | +13.05% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.20% | +9.49% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.47% | +0.02% | +4.01% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | -0.05% | -62.11% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.05% | +14.60% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.08% | +15.06% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.12% | +13.74% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.42% | -0.01% | +7.59% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.40% | +0.04% | +16.39% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | +0.11% | +25.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | — | +5.31% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.04% | +7.51% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | -0.03% | -18.47% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | — | +3.45% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.29% | -0.01% | -18.51% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | +0.02% | +12.26% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | -0.02% | +4.87% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | +1.89% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +10.55% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | +9.34% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.22% | +0.05% | +39.11% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.02% | +11.96% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.02% | +14.99% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | -0.01% | -26.95% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | +0.01% | +30.16% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-Other | 0.18% | +0.03% | +30.67% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.01% | -12.20% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.01% | -78.86% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.03% | +18.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +1% | +549.55% | Add |
| 2 | USHY | Ishares Broad Usd High Yield | +0.9% | +176.99% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | +15.34% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.8% | +4.60% | Add |
| 5 | AVDV | Avantis Intl S/c Value ETF | +0.8% | +144.98% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.7% | +0.45% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.7% | +3.62% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.4% | +9.66% | Add |
| 9 | DFIS | Dimensional International Sm | +0.3% | +82.51% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +9.49% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.74% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +25.89% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +7.51% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +13.05% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +15.06% | Add |
| 16 | CGDV | Cap Group Dividend Value | +0.1% | +39.11% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +14.60% | Add |
| 18 | DGRO | Ishares Core Dividend Growth | +0.1% | +16.39% | Add |
| 19 | CGGR | Cap Group Growth Equity | +0.1% | +30.67% | Add |
| 20 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +20.81% | Add |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.1% | +8.42% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +14.99% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.72% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +11.96% | Add |
| 25 | CGUS | Cap Group Core Equity | +0.1% | +24.83% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | +15.99% | Add |
| 27 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +40.19% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +10.55% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +28.30% | Add |
| 30 | IWP | Ishares Russell Mid-cap Grow | 0% | +6.61% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.31% | Add |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | +12.26% | Add |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +30.16% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | +9.99% | Add |
| 35 | CGGO | Cap Group Global Growth | 0% | +21.47% | Add |
| 36 | IEMG | Ishares Core Msci Emerging | 0% | +8.22% | Add |
| 37 | AMD | Advanced Micro Devices | 0% | +13.50% | Add |
| 38 | ORCL | Oracle CORP | 0% | +16.72% | Add |
| 39 | JEPQ | JPM Nasdaq Equity Premium | 0% | +44.09% | Add |
| 40 | SCHB | Schwab US Broad Market ETF | 0% | +8.19% | Add |
| 41 | CGIE | Cap Group Intl Equity | 0% | +67.30% | Add |
| 42 | IUSV | Ishares Core S&p U.s. Value | 0% | +7.59% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +12.40% | Add |
| 44 | AVEM | Avantis Emerging Markets Eq | 0% | +32.54% | Add |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +16.62% | Add |
| 46 | VYMI | Vanguard Int High Dvd Yld In | 0% | +20.04% | Add |
| 47 | PULS | Pgim Ultra Short Bond ETF | 0% | +39.77% | Add |
| 48 | RTX | Rtx CORP | 0% | +11.62% | Add |
| 49 | PAAA | Pgim Aaa Clo ETF | 0% | +38.29% | Add |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | +20.15% | Add |
According to official SEC Form 13F filings, Jones Financial Companies Lllp reported a total U.S. public equity portfolio value of $249.8B across 4224 disclosed positions in Q3 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 VUG, AGG, IVV) accounted for 24.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
MFSI
市值: $15.2M
Top Position Liquidated / Trimmed
VTV
前期市值: $9.2B
During Q3 2025, Jones Financial Companies Lllp's top holdings by market value included VUG (11.4%)、AGG (9.8%)、IVV (7.8%). The largest single position, VUG, represented 11.4% of total portfolio value.
In Q3 2025, Jones Financial Companies Lllp made 200 total portfolio adjustments, initiating 1 new buys, adding to 182 positions, trimming 17 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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