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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 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPG SIMON PROPERTY GROUP INC Real Estate 3,350.0 $620K 0.24% -472.0 -12.3% $185.11 +8.5%
22 GOOGL GOOGLE INC Communication Services 1,828.0 $572K 0.22% -353.0 -16.2% $313.06 +23.8%
23 AMZN AMAZON.COM INC Consumer Cyclical 2,269.0 $524K 0.20% -150.0 -6.2% $230.82 +14.8%
24 EEM ISHARES MSCI EMERGING MARKETS ETF 8,144.0 $446K 0.17% -118.0 -1.4% $54.71 +19.6%
25 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,234.0 $444K 0.17% -207.0 -8.5% $198.62 +6.9%
26 BERKSHIRE HATHAWAY INC DEL CL B NEW 717.0 $360K 0.14% -25.0 -3.4% $502.65
27 DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 7,640.0 $332K 0.13% -35K -82.1% $43.42 +4.0%
28 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 6,536.0 $306K 0.12% -128.0 -1.9% $46.86 +12.8%
29 VUG VANGUARD GROWTH ETF 600.0 $293K 0.11% -144.0 -19.4% $487.86 -82.1%
30 VTV VANGUARD VALUE ETF 1,341.0 $256K 0.10% -44.0 -3.2% $190.92 +9.1%
31 MSFT MICROSOFT Technology 529.0 $256K 0.10% -224.0 -29.8% $483.51 -13.7%
32 SCHX SCHWAB U.S. LARGE-CAP ETF 7,718.0 $208K 0.08% -4K -33.8% $26.91 +8.3%
33 COST COSTCO WHOLESALE CORP Consumer Defensive 220.0 $190K 0.07% -15.0 -6.4% $862.34 +26.9%
34 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,158.0 $183K 0.07% -29.0 -0.9% $57.91 +10.2%
35 GOOG ALPHABET INC CAP STK CL C Communication Services 490.0 $154K 0.06% -73.0 -13.0% $313.80 +22.7%
36 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 6,337.0 $140K 0.05% -33.0 -0.5% $22.07 -1.5%
37 SCHH SCHWAB U.S. REIT ETF 6,530.0 $136K 0.05% -1K -17.7% $20.89 +13.1%
38 IWN ISHARES RUSSELL 2000 VALUE 655.0 $119K 0.05% -30.0 -4.4% $181.21 +15.1%
39 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 2,154.0 $88K 0.03% -44K -95.3% $40.72 +4.9%
40 VIG VANGUARD DIVIDEND APPRECIATION ETF 369.0 $81K 0.03% -164.0 -30.8% $219.85 +4.9%
Page 2 of 4  ·  63 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%