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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 3 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPG SIMON PROPERTY GROUP INC Real Estate 3,350.0 $620K 0.24% -472.0 -12.3% $185.11 +8.5%
42 GOOGL GOOGLE INC Communication Services 1,828.0 $572K 0.22% -353.0 -16.2% $313.06 +25.5%
43 AMZN AMAZON.COM INC Consumer Cyclical 2,269.0 $524K 0.20% -150.0 -6.2% $230.82 +12.9%
44 EEM ISHARES MSCI EMERGING MARKETS ETF 8,144.0 $446K 0.17% -118.0 -1.4% $54.71 +17.8%
45 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,234.0 $444K 0.17% -207.0 -8.5% $198.62 +5.6%
46 XOM EXXON MOBIL CORP COM Energy 3,506.0 $422K 0.16% $120.34 +35.7%
47 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 689.0 $416K 0.16% $603.28 +8.3%
48 AVIG AVANTIS CORE FIXED INCOME ETF 9,914.0 $416K 0.16% NEW $41.92 -2.4%
49 BERKSHIRE HATHAWAY INC DEL CL B NEW 717.0 $360K 0.14% -25.0 -3.4% $502.65
50 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,837.0 $357K 0.14% +412.0 +2.9% $24.04 +11.1%
51 DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 7,640.0 $332K 0.13% -35K -82.1% $43.42 +3.6%
52 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,495.0 $321K 0.12% $214.74 +2.2%
53 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 6,536.0 $306K 0.12% -128.0 -1.9% $46.86 +10.9%
54 VUG VANGUARD GROWTH ETF 600.0 $293K 0.11% -144.0 -19.4% $487.86 -82.2%
55 URTH ISHARES MSCI WORLD ETF 1,457.0 $271K 0.10% $185.77 +7.4%
56 VTV VANGUARD VALUE ETF 1,341.0 $256K 0.10% -44.0 -3.2% $190.92 +8.4%
57 MSFT MICROSOFT Technology 529.0 $256K 0.10% -224.0 -29.8% $483.51 -14.5%
58 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2,615.0 $251K 0.10% NEW $96.17 -3.1%
59 TSLA TESLA MOTORS INC Consumer Cyclical 525.0 $236K 0.09% +4.0 +0.8% $449.72 -9.0%
60 AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 4,435.0 $209K 0.08% NEW $47.09 -1.4%
Page 3 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%