Institutional Fund
Jdm Financial Group LLC
Austin, TXCIK 19602125 filings on record
Portfolio Value
$259.35M
Q1 2026
Holdings
318
Reported positions
New Buys
74
Opened this quarter
QoQ Change
+0.7%
from $257.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bny Mellon ETF Trust11.7%
- Spdr Index Shs Fds10.3%
- Bondbloxx ETF Trust10.3%
- Ishares Tr9.1%
- Vanguard Index Fds6.9%
- Ishares Tr5.3%
- Other46.3%
Portfolio Holdings
318 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust | 263.2K | $30.45M | 11.7% | +46.6K | Added |
| 2 | Spdr Index Shs Fds | 744.1K | $26.84M | 10.3% | +89.7K | Added |
| 3 | Bondbloxx ETF Trust | 532.4K | $26.80M | 10.3% | −19.9K | Reduced |
| 4 | Ishares Tr | 283.9K | $23.53M | 9.1% | +55.5K | Added |
| 5 | Vanguard Index Fds | 300.8K | $17.95M | 6.9% | −93.8K | Reduced |
| 6 | Ishares Tr | 21.0K | $13.71M | 5.3% | −295 | Reduced |
| 7 | Vanguard Index Fds | 94.4K | $11.97M | 4.6% | +3.9K | Added |
| 8 | Vanguard Index Fds | 84.5K | $11.90M | 4.6% | +1.6K | Added |
| 9 | Spdr Index Shs Fds | 310.2K | $11.70M | 4.5% | +18.1K | Added |
| 10 | Vanguard Index Fds | 140.7K | $9.96M | 3.8% | +7.8K | Added |
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