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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $258M AUM 248 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 27 Added 63 Reduced 57 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 552,344.0 $27.8M 10.78% +25K +4.8% $50.25 +0.0%
2 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 654,429.0 $23.4M 9.07% +108K +19.7% $35.70 +37.8%
3 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 228,459.0 $22.9M 8.90% +120K +111.2% $100.38 +0.2%
4 VOO VANGUARD S&P 500 ETF 394,618.0 $19.4M 7.54% +336K +578.0% $49.21 +1274.1%
5 VO VANGUARD MID CAP 82,901.0 $11.3M 4.39% +42K +101.3% $136.28 -44.2%
6 VB VANGUARD SMALL-CAP ETF 90,503.0 $11.2M 4.34% +44K +96.6% $123.46 +125.9%
7 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 292,134.0 $10.8M 4.21% +83K +39.8% $37.10 +36.3%
8 VNQ VANGUARD REIT INDEX ETF 132,920.0 $9.2M 3.58% +2K +1.2% $69.38 +37.6%
9 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 104,059.0 $4.9M 1.90% +46K +79.4% $47.02 +4.1%
10 JPMORGAN ULTRA-SHORT INCOME ETF 16,190.0 $819K 0.32% +3K +23.4% $50.59
11 XLK TECHNOLOGY SELECT SECTOR SPDR 4,352.0 $627K 0.24% +2K +93.6% $143.96 +21.4%
12 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,837.0 $357K 0.14% +412.0 +2.9% $24.04 +11.1%
13 TSLA TESLA MOTORS INC Consumer Cyclical 525.0 $236K 0.09% +4.0 +0.8% $449.72 -9.0%
14 GE GE AEROSPACE COM NEW Industrials 334.0 $103K 0.04% +28.0 +9.2% $308.30 -6.6%
15 GILD GILEAD SCIENCES INC COM Healthcare 668.0 $82K 0.03% +4.0 +0.6% $122.82 +6.5%
16 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 434.0 $62K 0.02% +34.0 +8.5% $143.33 +8.8%
17 XLE ENERGY SELECT SECTOR SPDR 1,008.0 $45K 0.02% +504.0 +100.0% $44.71 +37.9%
18 PGF INVESCO FINANCIAL PREFERRED ETF 1,863.0 $26K 0.01% +30.0 +1.6% $14.14 -2.7%
19 TMUS T-MOBILE US INC COM Communication Services 122.0 $25K 0.01% +65.0 +114.0% $203.04 -4.9%
20 BAC BANK AMERICA CORP COM Financial Services 374.0 $21K 0.01% +239.0 +177.0% $55.00 -8.1%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.4%
Technology 36.9%
Consumer Cyclical 4.9%
Communication Services 4.8%
Real Estate 3.3%
Energy 2.4%
Healthcare 2.3%
Consumer Defensive 1.5%
Industrials 1.3%
Utilities 1.1%