JDM Financial Group LLC Q2 2026 Filing

Filed August 18, 2026

Portfolio Value

$193.2B

Holdings

332

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (332 positions)

StockValue
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$11.8M
IMAYINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY
$11.6M
UTFCOHEN & STEERS INFRASTRUCTURE FUND
$11.5M
EWHISHARES INC MSCI HONG KONG INDEX FD
$11.5M
ZMARINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
$10.9M
DISDISNEY WALT CO COM
$10.6M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$10.6M
MRNAMODERNA INC COM
$10.5M
NOWSERVICENOW INC COM
$9.9M
SOSOUTHERN CO COM
$9.6M
DFARDIMENSIONAL US REAL ESTATE ETF
$9.2M
JOBYJOBY AVIATION INC COMMON STOCK
$8.9M
MOOMARKET VECTORS ETF TRUST AGRIBUSINESS
$8.3M
JETSU.S. GLOBAL JETS ETF
$8.3M
PEOEXELON CORP COM
$8.2M
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$8.0M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$7.9M
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
$7.0M
NKENIKE INC CL B
$6.7M
SPYSTATE STREET SPDR S&P 500 ETF
$6.6M
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
$6.3M
ZMAYINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY
$6.3M
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$6.2M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$6.1M
AMKRAMKOR TECHNOLOGY INC COM
$6.1M
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
$6.1M
KMAYINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY
$6.0M
NMAYINNOVATOR GROWTH-100 POWER BUFFER ETF - MAY
$5.9M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$5.8M
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$5.7M
IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
$5.6M
NEMNEWMONT CORP COM
$5.6M
SHELSHELL PLC SPON ADS
$5.6M
AAPLAPPLE INC
$5.6M
XRNPXCOHEN & STEERS REIT PREFERRED BALANCE INCOME
$5.5M
IFRAISHARES U.S. INFRASTRUCTURE ETF
$5.4M
JDJD.COM INC SPON ADS CL A
$5.3M
IFNINDIA FUND INC
$5.2M
EQHEQUITABLE HLDGS INC COM
$5.2M
AKREAKRE FOCUS ETF
$5.2M
IBITISHARES BITCOIN TRUST ETF
$5.2M
BCBRUNSWICK CORP COM
$5.1M
NINISOURCE INC COM
$4.8M
FNFFIDELITY NATL FINL INC COM SHS
$4.6M
XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF
$4.6M
BPBP PLC SPONSORED ADR
$4.4M
SFBSSERVISFIRST BANCSHARES INC COM
$4.3M
IAU*ISHARES GOLD TRUST
$4.2M
SONYSONY GROUP CORP SPONSORED ADR
$4.1M
HMCHONDA MOTOR CO LTD ADR ECH CNV IN 3
$4.1M
AGOASSURED GUARANTY LTD COM
$4.0M
ZTSZOETIS INC CL A
$3.6M
USARUSA RARE EARTH INC COM
$3.5M
DINOHF SINCLAIR CORP COM
$3.3M
SNYSANOFI SA SPONSORED ADR
$3.2M
CARNIVAL CORP LTD COMMON SHARES
$2.9M
NFLXNETFLIX INC. COM
$2.9M
GSKGSK PLC SPONSORED ADR
$2.7M
TLSITRISALUS LIFE SCIENCES INC COM
$2.4M
INGRINGREDION INC COM
$2.4M
KJULINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
$2.3M
ICOPISHARES COPPER AND METALS MINING ETF
$2.3M
EJULINNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY
$2.2M
CRMLCRITICAL METALS CORP PUBCO ORD SHS
$2.1M
USOUNITED STATES ANTIMONY CORP COM
$2.0M
TAT&T INC COM
$1.9M
CONCONCENTRA GROUP HOLDINGS PAREN COMMON STOCK
$1.8M
MPMP MATERIALS CORP COM CL A
$1.8M
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$1.6M
IVWISHARES S&P 500 GROWTH ETF
$1.6M
QQQMINVESCO NASDAQ 100 ETF
$1.5M
EENI SPA SPONSORED ADR
$1.4M
CPERUNITED STATES COPPER INDEX FUND
$1.4M
NVDANVIDIA CORPORATION COM
$1.4M
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
$1.2M
FISFIDELITY NATL INFORMATION SVCS COM
$1.2M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.2M
DOXAMDOCS LTD SHS
$1.2M
FFORD MOTOR COMPANY
$1.1M
BSXBOSTON SCIENTIFIC CORP COM
$1.1M
HAUSRESIDENTIAL REIT ETF
$1.1M
IWMISHARES RUSSELL 2000 ETF
$928K
DONSPDR DOW JONES INDUSTRIAL ETF
$786K
SPGSIMON PROPERTY GROUP INC
$754K
OMCOMNICOM GROUP INC COM
$728K
GOOGLGOOGLE INC
$699K
ADCAGREE RLTY CORP COM
$682K
EFAISHARES MSCI EAFE ETF
$671K
AMZNAMAZON.COM INC
$631K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$490K
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST
$485K
EXXONMOBIL HOLDINGS CORP COM SHS
$479K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$417K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$363K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$359K
REALTHE REALREAL INC COM
$342K
URTHISHARES MSCI WORLD ETF
$295K
VTVVANGUARD VALUE ETF
$292K
MSFTMICROSOFT
$270K
GOOGALPHABET INC CAP STK CL C
$230K
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