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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $259M AUM 318 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 29 Added 25 Reduced 4 Exited
Page 6 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICF ISHARES SELECT U.S. REIT ETF 980.0 $61K 0.02% $61.89 +10.2%
102 PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 1,500.0 $60K 0.02% $39.94 +3.0%
103 CVX CHEVRON CORPORATION COM Energy 266.0 $55K 0.02% $206.90 -7.7%
104 SDY STATE STREET SPDR S&P DIVIDEND ETF 372.0 $54K 0.02% $145.75 +2.1%
105 DSI ISHARES ESG MSCI KLD 400 ETF 445.0 $54K 0.02% NEW $121.19 +16.2%
106 VOOG VANGUARD S&P 500 GROWTH ETF 128.0 $52K 0.02% $407.69 -79.9%
107 VT VANGUARD TOTAL WORLD STOCK ETF 377.0 $52K 0.02% $138.32 +12.2%
108 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 321.0 $47K 0.02% $146.28 -6.2%
109 EQIX EQUINIX INC COM Real Estate 45.0 $44K 0.02% $980.24 +10.0%
110 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 431.0 $43K 0.02% $99.86 +8.5%
111 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 1,405.0 $43K 0.02% $30.32 +2.7%
112 V VISA INC Financial Services 141.0 $43K 0.02% $301.97 +9.5%
113 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 1,350.0 $42K 0.02% $30.84 +0.2%
114 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 435.0 $40K 0.02% +52.0 +13.6% $92.74 +3.6%
115 MUB ISHARES NATIONAL MUNI BOND ETF 356.0 $38K 0.01% $106.15 -0.1%
116 SCMB SCHWAB MUNICIPAL BOND ETF 1,480.0 $38K 0.01% $25.48 -0.3%
117 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 1,504.0 $37K 0.01% $24.80 +0.5%
118 WFC WELLS FARGO & CO COM Financial Services 465.0 $37K 0.01% $79.61 -4.8%
119 HYD VANECK HIGH YIELD MUNI ETF 738.0 $37K 0.01% $50.14 +1.1%
120 BIDU BAIDU COM ADR Communication Services 325.0 $36K 0.01% $111.42 +17.7%
Page 6 of 16  ·  318 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 40.7%
Technology 35.6%
Communication Services 4.8%
Consumer Cyclical 4.6%
Energy 3.5%
Real Estate 3.4%
Healthcare 2.6%
Consumer Defensive 1.7%
Industrials 1.5%
Utilities 1.3%