BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $258M AUM 248 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 27 Added 63 Reduced
Page 6 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VT VANGUARD TOTAL WORLD STOCK ETF 377.0 $53K 0.02% $141.06 +10.0%
102 SDY STATE STREET SPDR S&P DIVIDEND ETF 372.0 $52K 0.02% $138.98 +7.1%
103 V VISA INC Financial Services 141.0 $49K 0.02% -25.0 -15.1% $350.40 -5.6%
104 GEV GE VERNOVA INC COM Utilities 72.0 $47K 0.02% $653.57 +59.7%
105 XLE ENERGY SELECT SECTOR SPDR 1,008.0 $45K 0.02% +504.0 +100.0% $44.71 +32.3%
106 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 1,405.0 $43K 0.02% $30.96 +0.5%
107 WFC WELLS FARGO CO NEW COM Financial Services 465.0 $43K 0.02% -103.0 -18.1% $93.20 -18.7%
108 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 1,350.0 $43K 0.02% $31.69 -2.5%
109 BIDU BAIDU COM ADR Communication Services 325.0 $42K 0.02% $130.66 +0.4%
110 CVX CHEVRON CORP NEW COM Energy 266.0 $41K 0.02% $152.41 +25.3%
111 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 431.0 $41K 0.02% $93.97 +15.3%
112 MUB ISHARES NATIONAL MUNI BOND ETF 356.0 $38K 0.01% NEW $107.11 -1.0%
113 SCMB SCHWAB MUNICIPAL BOND ETF 1,480.0 $38K 0.01% NEW $25.76 -1.4%
114 HYD VANECK HIGH YIELD MUNI ETF 738.0 $38K 0.01% NEW $51.12 -0.9%
115 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 1,504.0 $38K 0.01% NEW $24.94 -0.1%
116 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 383.0 $36K 0.01% $94.16 +2.0%
117 EQIX EQUINIX INC COM Real Estate 45.0 $34K 0.01% $766.16 +40.8%
118 OEF ISHARES TR S&P 100 INDEX FUND 100.0 $34K 0.01% $342.97 +8.0%
119 VBK VANGUARD SMALL-CAP GROWTH ETF 108.0 $33K 0.01% $302.11 +13.7%
120 VFH VANGUARD FINANCIALS ETF 240.0 $32K 0.01% $133.49 -4.9%
Page 6 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%