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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 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 1,405.0 $44K 0.02% NEW $31.62 -2.1%
102 GEV GE VERNOVA INC COM Utilities 72.0 $44K 0.02% NEW $614.90 +64.6%
103 BIDU BAIDU COM ADR Communication Services 325.0 $43K 0.02% NEW $131.77 +4.5%
104 CVX CHEVRON CORP NEW COM Energy 266.0 $41K 0.02% NEW $155.29 +26.3%
105 ETN EATON CORP PLC SHS Industrials 110.0 $41K 0.02% NEW $374.25 +2.0%
106 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 431.0 $38K 0.02% NEW $89.03 +20.0%
107 CSCO CISCO SYS INC Technology 555.0 $38K 0.02% NEW $68.42 +73.8%
108 BAX BAXTER INTL INC COM Healthcare 1,645.0 $37K 0.02% NEW $22.77 -19.5%
109 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 383.0 $36K 0.01% NEW $95.14 +0.7%
110 EQIX EQUINIX INC COM Real Estate 45.0 $35K 0.01% NEW $783.24 +35.7%
111 MRK MERCK & CO INC COM Healthcare 400.0 $34K 0.01% NEW $83.93 +34.1%
112 OEF ISHARES TR S&P 100 INDEX FUND 100.0 $33K 0.01% NEW $332.84 +10.1%
113 TXN TEXAS INSTRS INC COM Technology 178.0 $33K 0.01% NEW $183.73 +63.6%
114 ABT ABBOTT LABS COM Healthcare 240.0 $32K 0.01% NEW $133.94 -33.7%
115 VBK VANGUARD SMALL-CAP GROWTH ETF 108.0 $32K 0.01% NEW $297.62 +11.7%
116 VFH VANGUARD FINANCIALS ETF 240.0 $31K 0.01% NEW $131.24 -4.5%
117 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 850.0 $31K 0.01% NEW $36.81 +16.0%
118 IAUG INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST 1,105.0 $31K 0.01% NEW $27.87 +6.1%
119 SCHA SCHWAB U.S. SMALL-CAP ETF 1,069.0 $30K 0.01% NEW $27.90 +14.9%
120 IYW ISHARES U.S. TECHNOLOGY ETF 151.0 $30K 0.01% NEW $196.23 +19.5%
Page 6 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%