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)
| Stock | Value |
|---|---|
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $221K |
COSTCOSTCO WHOLESALE CORP | $206K |
AVGOBROADCOM INC COM | $196K |
ABNBAIRBNB INC COM CL A | $171K |
CAHCARDINAL HEALTH INC | $145K |
IWNISHARES RUSSELL 2000 VALUE | $145K |
TSLATESLA MOTORS INC | $142K |
METAMETA PLATFORMS INC CL A | $136K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $123K |
GEGE AEROSPACE COM NEW | $115K |
IJRISHARES CORE S&P SMALL CAP ETF | $112K |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $107K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $87K |
BABOEING CO COM | $86K |
GEVGE VERNOVA INC COM | $85K |
VVVANGUARD LARGE-CAP ETF | $83K |
VBRVANGUARD SMALL CAP VALUE ETF | $83K |
GILDGILEAD SCIENCES INC COM | $82K |
GSGOLDMAN SACHS GROUP INC COM | $81K |
NDQPOWERSHARES QQQ TR | $80K |
AMATAPPLIED MATLS INC COM | $76K |
WMTWALMART INC COM | $74K |
AMGNAMGEN INC | $72K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $67K |
JNJJOHNSON & JOHNSON COM | $66K |
DSIISHARES ESG MSCI KLD 400 ETF | $63K |
GQ9SPDR GOLD ETF | $63K |
VTVANGUARD TOTAL WORLD STOCK ETF | $59K |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $57K |
AMDADVANCED MICRO DEVICES INC COM | $52K |
VVISA INC | $48K |
WOLFCREE INC | $48K |
CSCOCISCO SYS INC | $47K |
EQIXEQUINIX INC COM | $47K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $45K |
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $44K |
CVXCHEVRON CORPORATION COM | $44K |
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $40K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $39K |
MUBISHARES NATIONAL MUNI BOND ETF | $38K |
IYWISHARES U.S. TECHNOLOGY ETF | $38K |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $37K |
BIDUNBAIDU COM ADR | $37K |
OEFISHARES TR S&P 100 INDEX FUND | $37K |
VFHVANGUARD FINANCIALS ETF | $32K |
IWVISHARES RUSSELL 3000 ETF | $31K |
MDYGSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $30K |
MUMICRON TECHNOLOGY INC COM | $29K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $26K |
TECLDIREXION DAILY TECHNOLOGY BULL 3X ETF | $24K |
VHTVANGUARD HEALTH CARE ETF | $24K |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $24K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $24K |
MKSIMKS INC. COM | $23K |
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $23K |
IBBISHARES BIOTECHNOLOGY ETF | $23K |
PWRQUANTA SVCS INC COM | $21K |
VTHRVANGUARD RUSSELL 3000 ETF | $20K |
MCKMCKESSON CORP COM | $19K |
CATCATERPILLAR INC COM | $18K |
—QUINCE THERAPEUTICS INC COM | $18K |
LLYELI LILLY & CO COM | $18K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $18K |
VOOVVANGUARD S&P 500 VALUE ETF | $18K |
TMUST-MOBILE US INC COM | $17K |
4I1PHILIP MORRIS INTL INC | $17K |
BLKBLACKROCK INC COM | $16K |
VDCVANGUARD CONSUMER STAPLES ETF | $15K |
COFCAPITAL ONE FINL CORP COM | $14K |
CEGCONSTELLATION ENERGY CORP COM | $14K |
XLIINDUSTRIAL SELECT SECTOR SPDR | $14K |
COPCONOCOPHILLIPS COM | $13K |
RTXRTX CORPORATION COM | $13K |
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $13K |
XBISTATE STREET SPDR S&P BIOTECH ETF | $13K |
ARMARM HOLDINGS PLC SPONSORED ADS | $12K |
JPMJPMORGAN CHASE & CO COM | $12K |
WMWASTE MANAGEMENT INC | $11K |
EDCONSOLIDATED EDISON INC COM | $11K |
NVTNVENT ELEC PLC SHS | $11K |
HDHOME DEPOT | $11K |
MAMASTERCARD INC | $10K |
EWBCEAST WEST BANCORP INC COM | $10K |
IBMINTL BUSINESS MACHINES | $9K |
PEPPEPSICO INC COM | $8K |
NVSNNOVARTIS AG ADR | $8K |
DYHTARGET CORP COM | $8K |
WF2WINTRUST FINL CORP COM | $8K |
WSMWILLIAMS SONOMA INC COM | $7K |
XMESTATE STREET SPDR S&P METALS & MINING ETF | $7K |
TRGPTARGA RES CORP COM | $7K |
WPMWHEATON PRECIOUS METALS CORP COM | $7K |
AFLAFLAC INC COM | $7K |
GOLFACUSHNET HLDGS CORP COM | $7K |
PKGPACKAGING CORP AMER COM | $6K |
AZOAUTOZONE INC COM | $6K |
WDCWESTERN DIGITAL CORP COM | $6K |
LFUSLITTELFUSE INC COM | $6K |
FIXCOMFORT SYS USA INC COM | $6K |
DUKDUKE ENERGY CORP NEW COM NEW | $6K |