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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $239M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 280 New
Page 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC COM Healthcare 664.0 $74K 0.03% NEW $111.08 +17.7%
82 PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 1,704.0 $72K 0.03% NEW $42.47 +6.1%
83 VBR VANGUARD SMALL CAP VALUE ETF 341.0 $71K 0.03% NEW $208.71 +8.1%
84 AMGN AMGEN INC Healthcare 246.0 $69K 0.03% NEW $282.20 +16.8%
85 WMT WALMART INC COM Consumer Defensive 657.0 $68K 0.03% NEW $103.11 +29.3%
86 SCZ ISHARES MSCI EAFE SMALL CAP ETF 875.0 $67K 0.03% NEW $76.72 +9.1%
87 JNJ JOHNSON & JOHNSON COM Healthcare 346.0 $64K 0.03% NEW $185.15 +25.1%
88 GS GOLDMAN SACHS GROUP INC COM Financial Services 80.0 $64K 0.03% NEW $796.35 +18.4%
89 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 336.0 $61K 0.03% NEW $182.42 -27.1%
90 VOOG VANGUARD S&P 500 GROWTH ETF 140.0 $61K 0.03% NEW $435.46 -81.4%
91 GLD SPDR GOLD ETF Financial Services 171.0 $61K 0.03% NEW $355.47 +16.0%
92 ICF ISHARES SELECT U.S. REIT ETF 980.0 $60K 0.03% NEW $61.62 +9.8%
93 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 400.0 $57K 0.02% NEW $142.55 +9.4%
94 V VISA INC Financial Services 166.0 $57K 0.02% NEW $341.12 -3.6%
95 SDY SPDR S&P DIVIDEND ETF 372.0 $52K 0.02% NEW $139.86 +5.2%
96 VT VANGUARD TOTAL WORLD STOCK ETF 377.0 $52K 0.02% NEW $137.80 +11.0%
97 WFC WELLS FARGO CO NEW COM Financial Services 568.0 $48K 0.02% NEW $83.82 -11.6%
98 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 644.0 $46K 0.02% NEW $71.41 +13.4%
99 XLE ENERGY SELECT SECTOR SPDR 504.0 $45K 0.02% NEW $89.34 -31.0%
100 PSK SPDR ICE PREFERRED SECURITIES ETF 1,350.0 $45K 0.02% NEW $33.07 -6.6%
Page 5 of 14  ·  280 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 40.1%
Technology 37.8%
Consumer Cyclical 4.8%
Communication Services 4.5%
Real Estate 3.6%
Healthcare 2.6%
Energy 2.2%
Industrials 1.7%
Consumer Defensive 1.5%
Utilities 1.1%