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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 3 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEM ISHARES MSCI EMERGING MARKETS ETF 8,262.0 $441K 0.18% NEW $53.40 +20.3%
42 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 689.0 $411K 0.17% NEW $596.03 +9.4%
43 XOM EXXON MOBIL CORP COM Energy 3,506.0 $395K 0.17% NEW $112.75 +42.3%
44 MSFT MICROSOFT Technology 753.0 $390K 0.16% NEW $518.16 -18.3%
45 BERKSHIRE HATHAWAY INC DEL CL B NEW 742.0 $373K 0.16% NEW $502.74
46 VUG VANGUARD GROWTH ETF 744.0 $357K 0.15% NEW $479.61 -82.0%
47 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,425.0 $336K 0.14% NEW $23.28 +14.6%
48 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,495.0 $313K 0.13% NEW $209.31 +4.3%
49 SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 6,664.0 $309K 0.13% NEW $46.32 +11.8%
50 SCHX SCHWAB U.S. LARGE-CAP ETF 11,655.0 $307K 0.13% NEW $26.34 +9.5%
51 PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 6,980.0 $271K 0.11% NEW $38.89 +5.0%
52 URTH ISHARES MSCI WORLD ETF 1,457.0 $265K 0.11% NEW $181.56 +9.6%
53 VTV VANGUARD VALUE ETF 1,385.0 $258K 0.11% NEW $186.50 +11.0%
54 TSLA TESLA MOTORS INC Consumer Cyclical 521.0 $232K 0.10% NEW $444.72 -7.8%
55 COST COSTCO WHOLESALE CORP Consumer Defensive 235.0 $218K 0.09% NEW $925.63 +13.3%
56 SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 3,187.0 $182K 0.08% NEW $57.19 +9.5%
57 META META PLATFORMS INC CL A Communication Services 241.0 $177K 0.07% NEW $734.23 -16.8%
58 SCHH SCHWAB U.S. REIT ETF 7,933.0 $171K 0.07% NEW $21.57 +8.2%
59 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 645.0 $165K 0.07% NEW $256.45 +14.1%
60 PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 3,808.0 $146K 0.06% NEW $38.36 +8.9%
Page 3 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%