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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 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XSVN BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF 50,312.0 $2.4M 0.94% NEW $48.04 -2.6%
22 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 40,867.0 $2.0M 0.79% -1K -3.0% $49.86 +4.7%
23 IEFA ISHARES CORE MSCI EAFE ETF 22,119.0 $2.0M 0.77% -638.0 -2.8% $89.46 +8.0%
24 VWO VANGUARD FTSE EMERGING MARKETS ETF 34,947.0 $1.9M 0.73% -4K -9.6% $53.76 +8.9%
25 NVDA NVIDIA CORPORATION COM Technology 8,430.0 $1.6M 0.61% -1K -13.1% $186.50 +20.4%
26 QQQM INVESCO NASDAQ 100 ETF 5,766.0 $1.5M 0.57% -621.0 -9.7% $252.94 +15.5%
27 SCHO SCHWAB SHORT-TERM US TREASURY ETF 59,502.0 $1.5M 0.56% NEW $24.37 -0.9%
28 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 11,831.0 $1.4M 0.55% -208.0 -1.7% $119.35 -1.9%
29 KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 30,733.0 $1.3M 0.49% NEW $41.42 +6.8%
30 EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 31,713.0 $1.1M 0.42% NEW $33.79 +5.4%
31 NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 19,476.0 $1.1M 0.41% NEW $54.92 +6.2%
32 JPMORGAN ULTRA-SHORT INCOME ETF 16,190.0 $819K 0.32% +3K +23.4% $50.59
33 TAXX BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF 15,926.0 $808K 0.31% -2K -10.0% $50.72 -0.3%
34 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 11,795.0 $793K 0.31% -2K -12.7% $67.22 +18.5%
35 IWM ISHARES RUSSELL 2000 ETF 3,132.0 $771K 0.30% -61.0 -1.9% $246.15 +13.2%
36 DIA SPDR DOW JONES INDUSTRIAL ETF Financial Services 1,505.0 $723K 0.28% $480.52 +3.8%
37 QQQ POWERSHARES QQQ TR Financial Services 1,108.0 $681K 0.26% -93.0 -7.7% $614.22 +15.6%
38 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 27,930.0 $677K 0.26% -7K -18.9% $24.23 -0.0%
39 XLK TECHNOLOGY SELECT SECTOR SPDR 4,352.0 $627K 0.24% +2K +93.6% $143.96 +22.4%
40 EFA ISHARES MSCI EAFE ETF 6,458.0 $620K 0.24% -165.0 -2.5% $96.04 +7.6%
Page 2 of 13  ·  248 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%