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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 4 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHX SCHWAB U.S. LARGE-CAP ETF 7,718.0 $208K 0.08% -4K -33.8% $26.91 +8.5%
62 COST COSTCO WHOLESALE CORP Consumer Defensive 220.0 $190K 0.07% -15.0 -6.4% $862.34 +21.8%
63 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,158.0 $183K 0.07% -29.0 -0.9% $57.91 +10.3%
64 ABNB AIRBNB INC COM CL A Consumer Cyclical 1,194.0 $162K 0.06% $135.72 -1.1%
65 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 645.0 $161K 0.06% $250.31 +20.7%
66 META META PLATFORMS INC CL A Communication Services 241.0 $159K 0.06% $659.99 -8.0%
67 GOOG ALPHABET INC CAP STK CL C Communication Services 490.0 $154K 0.06% -73.0 -13.0% $313.80 +22.2%
68 AVGO BROADCOM INC COM Technology 438.0 $152K 0.06% $346.36 +19.7%
69 EFV ISHARES MSCI EAFE VALUE ETF 2,088.0 $149K 0.06% $71.41 +10.6%
70 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 6,337.0 $140K 0.05% -33.0 -0.5% $22.07 -1.5%
71 BND VANGUARD TOTAL BOND MARKET ETF 1,855.0 $137K 0.05% $74.07 -1.5%
72 SCHH SCHWAB U.S. REIT ETF 6,530.0 $136K 0.05% -1K -17.7% $20.89 +13.2%
73 CAH CARDINAL HEALTH INC Healthcare 612.0 $126K 0.05% $205.50 -2.4%
74 SRE SEMPRA ENERGY Utilities 1,400.0 $124K 0.05% $88.29 +3.6%
75 IVW ISHARES S&P 500 GROWTH ETF 996.0 $123K 0.05% $123.26 +10.8%
76 IWN ISHARES RUSSELL 2000 VALUE 655.0 $119K 0.05% -30.0 -4.4% $181.21 +15.8%
77 IJH ISHARES CORE S&P MID-CAP ETF 1,695.0 $112K 0.04% $66.00 +10.5%
78 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 777.0 $111K 0.04% $143.46 +9.6%
79 GE GE AEROSPACE COM NEW Industrials 334.0 $103K 0.04% +28.0 +9.2% $308.30 -2.1%
80 IJR ISHARES CORE S&P SMALL CAP ETF 755.0 $91K 0.04% $120.18 +13.4%
Page 4 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%