JDM Financial Group LLC Q1 2026 Filing
Filed May 21, 2026
Portfolio Value
$165.3B
Holdings
318
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (318 positions)
| Stock | Value |
|---|---|
IWNISHARES RUSSELL 2000 VALUE | $124K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $115K |
IVWISHARES S&P 500 GROWTH ETF | $113K |
IJRISHARES CORE S&P SMALL CAP ETF | $94K |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $92K |
GILDGILEAD SCIENCES INC COM | $90K |
GEGE AEROSPACE COM NEW | $87K |
WMTWALMART INC COM | $82K |
MUMICRON TECHNOLOGY INC COM | $79K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $79K |
BABOEING CO COM | $79K |
VBRVANGUARD SMALL CAP VALUE ETF | $74K |
GQ9SPDR GOLD ETF | $74K |
VVVANGUARD LARGE-CAP ETF | $72K |
AMGNAMGEN INC | $70K |
GSGOLDMAN SACHS GROUP INC COM | $68K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $63K |
JNJJOHNSON & JOHNSON COM | $63K |
GEVGE VERNOVA INC COM | $63K |
CVXCHEVRON CORPORATION COM | $55K |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $54K |
DSIISHARES ESG MSCI KLD 400 ETF | $54K |
VOOGVANGUARD S&P 500 GROWTH ETF | $52K |
VTVANGUARD TOTAL WORLD STOCK ETF | $52K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $47K |
EQIXEQUINIX INC COM | $44K |
VVISA INC | $43K |
MUBISHARES NATIONAL MUNI BOND ETF | $38K |
BIDUNBAIDU COM ADR | $36K |
QNCXQUINCE THERAPEUTICS INC COM | $34K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $33K |
OEFISHARES TR S&P 100 INDEX FUND | $32K |
VFHVANGUARD FINANCIALS ETF | $29K |
IYWISHARES U.S. TECHNOLOGY ETF | $27K |
IWVISHARES RUSSELL 3000 ETF | $27K |
ABTABBOTT LABORATORIES COM | $25K |
TMUST-MOBILE US INC COM | $22K |
VHTVANGUARD HEALTH CARE ETF | $22K |
MCKMCKESSON CORP COM | $22K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $21K |
IBBISHARES BIOTECHNOLOGY ETF | $20K |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $19K |
AMDADVANCED MICRO DEVICES INC COM | $18K |
VTHRVANGUARD RUSSELL 3000 ETF | $17K |
HONHONEYWELL INTL INC COM | $17K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $17K |
COPCONOCOPHILLIPS COM | $17K |
VOOVVANGUARD S&P 500 VALUE ETF | $17K |
BLKBLACKROCK INC COM | $16K |
CEGCONSTELLATION ENERGY CORP COM | $16K |
WOLFCREE INC | $16K |
PWRQUANTA SVCS INC COM | $16K |
4I1PHILIP MORRIS INTL INC | $16K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $14K |
LLYELI LILLY & CO COM | $14K |
RTXRTX CORPORATION COM | $13K |
COFCAPITAL ONE FINL CORP COM | $13K |
XLIINDUSTRIAL SELECT SECTOR SPDR | $12K |
CATCATERPILLAR INC COM | $12K |
MKSIMKS INC. COM | $12K |
WMWASTE MANAGEMENT INC | $11K |
EDCONSOLIDATED EDISON INC COM | $11K |
JPMJPMORGAN CHASE & CO COM | $11K |
XBISTATE STREET SPDR S&P BIOTECH ETF | $10K |
MAMASTERCARD INC | $10K |
HDHOME DEPOT | $10K |
PEPPEPSICO INC COM | $9K |
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9K |
NEMNEWMONT CORP COM | $9K |
EWBCEAST WEST BANCORP INC COM | $8K |
IBMINTL BUSINESS MACHINES | $8K |
WPMWHEATON PRECIOUS METALS CORP COM | $8K |
NVSNNOVARTIS AG ADR | $8K |
NVTNVENT ELEC PLC SHS | $8K |
DYHTARGET CORP COM | $7K |
XMESTATE STREET SPDR S&P METALS & MINING ETF | $7K |
RGLDROYAL GOLD INC COM | $7K |
AZOAUTOZONE INC COM | $7K |
WF2WINTRUST FINL CORP COM | $7K |
TRGPTARGA RES CORP COM | $7K |
AFLAFLAC INC COM | $6K |
ZTSZOETIS INC CL A | $6K |
PKGPACKAGING CORP AMER COM | $6K |
VDEVANGUARD ENERGY ETF | $6K |
WSMWILLIAMS SONOMA INC COM | $6K |
HUBBHUBBELL INC COM | $5K |
ARMARM HOLDINGS PLC SPONSORED ADS | $5K |
LDOSLEIDOS HOLDINGS INC COM | $5K |
SNASNAP ON INC COM | $5K |
LFUSLITTELFUSE INC COM | $5K |
TRVCCITIGROUP INC | $4K |
CRCRANE COMPANY COMMON STOCK | $4K |
LECOLINCOLN ELEC HLDGS INC COM | $4K |
STESTERIS PLC SHS USD | $4K |
RJFRAYMOND JAMES FINL INC COM | $4K |
LCIILCI INDS COM | $4K |
FIXCOMFORT SYS USA INC COM | $4K |
DUKDUKE ENERGY CORP NEW COM NEW | $4K |
HHYATT HOTELS CORP COM CL A | $4K |
EGPEASTGROUP PPTYS INC COM | $4K |