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CIK: 0002106874
Total reported value
$282.0M
$282.0M
69 檔
34.5%
As reported in its official Q4 2025 Form 13F filing, Juno Financial Group LLC's tracked investment portfolio stood at $282.0M with 69 total positions.
During Q4 2025, Juno Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.84% | +0.19% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.34% | +0.26% | — | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.47% | -0.27% | — | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.72% | +0.71% | — | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.59% | +2.22% | — | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 6.44% | +0.31% | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.36% | +0.35% | — | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 4.21% | -1.08% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.83% | -0.02% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.56% | -2.83% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.08% | — | |
| 12 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.23% | -0.03% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.01% | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.69% | +0.27% | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.65% | -0.01% | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.29% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.04% | — | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | -0.01% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.15% | — | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | — | — | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.21% | — | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.30% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.14% | -0.12% | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.38% | — | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.04% | -0.04% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.00% | -0.31% | — | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.97% | +0.11% | — | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.15% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.04% | — | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | -0.05% | — | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.79% | -0.08% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.04% | — | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.70% | — | — | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | +0.41% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.19% | — | |
| 36 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.52% | -0.05% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | — | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.39% | -0.02% | — | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.35% | +0.05% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.11% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | — | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | — | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.26% | +0.02% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.04% | — | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.25% | +0.04% | — | |
| 46 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.21% | -0.04% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | — | — | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.18% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.03% | — |
According to official SEC Form 13F filings, Juno Financial Group LLC reported a total U.S. public equity portfolio value of $282.0M across 69 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 VXUS, VIG, FBND) accounted for 34.5% of total reported equity market value during Q4 2025.
During Q4 2025, Juno Financial Group LLC's top holdings by market value included VXUS (9.8%)、VIG (8.3%)、FBND (7.5%). The largest single position, VXUS, represented 9.8% of total portfolio value.
In Q4 2025, Juno 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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