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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 5 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 1,898.0 $88K 0.03% $46.59 +13.3%
82 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 2,154.0 $88K 0.03% -44K -95.3% $40.72 +4.9%
83 BA BOEING CO COM Industrials 395.0 $86K 0.03% $217.12 +1.1%
84 GILD GILEAD SCIENCES INC COM Healthcare 668.0 $82K 0.03% +4.0 +0.6% $122.82 +6.3%
85 VIG VANGUARD DIVIDEND APPRECIATION ETF 369.0 $81K 0.03% -164.0 -30.8% $219.85 +5.1%
86 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,183.0 $81K 0.03% $68.36 -11.8%
87 VV VANGUARD LARGE-CAP ETF 241.0 $76K 0.03% $314.80 +8.5%
88 PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 1,704.0 $74K 0.03% $43.25 +4.4%
89 WMT WALMART INC COM Consumer Defensive 657.0 $73K 0.03% $111.46 +17.4%
90 VBR VANGUARD SMALL CAP VALUE ETF 341.0 $72K 0.03% $211.79 +9.0%
91 GS GOLDMAN SACHS GROUP INC COM Financial Services 80.0 $70K 0.03% $879.00 +12.4%
92 SCZ ISHARES MSCI EAFE SMALL CAP ETF 875.0 $68K 0.03% $77.53 +9.8%
93 GLD SPDR GOLD ETF Financial Services 171.0 $68K 0.03% $396.31 +5.2%
94 AMGN AMGEN INC Healthcare 200.0 $65K 0.03% -46.0 -18.7% $327.31 +3.1%
95 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 434.0 $62K 0.02% +34.0 +8.5% $143.33 +10.7%
96 PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 1,500.0 $59K 0.02% -5K -78.5% $39.59 +3.9%
97 ICF ISHARES SELECT U.S. REIT ETF 980.0 $58K 0.02% $59.67 +14.3%
98 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 321.0 $57K 0.02% -15.0 -4.5% $177.75 -22.8%
99 VOOG VANGUARD S&P 500 GROWTH ETF 128.0 $57K 0.02% -12.0 -8.6% $444.59 -81.5%
100 JNJ JOHNSON & JOHNSON COM Healthcare 258.0 $53K 0.02% -88.0 -25.4% $206.95 +12.0%
Page 5 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%