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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 7 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BND VANGUARD TOTAL BOND MARKET ETF 488.0 $36K 0.01% -1K -73.7% $73.64 -1.0%
122 VBK VANGUARD SMALL-CAP GROWTH ETF 108.0 $33K 0.01% $302.25 +13.7%
123 OEF ISHARES TR S&P 100 INDEX FUND 100.0 $32K 0.01% $318.07 +16.4%
124 IAUG INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST 1,105.0 $32K 0.01% $28.65 +3.7%
125 SCHA SCHWAB U.S. SMALL-CAP ETF 1,069.0 $31K 0.01% $29.08 +14.1%
126 CSCO CISCO SYS INC Technology 400.0 $31K 0.01% $77.59 +52.3%
127 VFH VANGUARD FINANCIALS ETF 240.0 $29K 0.01% $120.81 +5.1%
128 BAX BAXTER INTL INC COM Healthcare 1,645.0 $28K 0.01% $16.80 +13.3%
129 IYW ISHARES U.S. TECHNOLOGY ETF 151.0 $27K 0.01% $181.76 +32.1%
130 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 560.0 $27K 0.01% $48.93 +9.6%
131 IWV ISHARES RUSSELL 3000 ETF 73.0 $27K 0.01% $370.04 +13.7%
132 PGF INVESCO FINANCIAL PREFERRED ETF 1,890.0 $26K 0.01% +27.0 +1.4% $13.76 +0.1%
133 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 269.0 $26K 0.01% $95.97 +10.2%
134 PGX INVESCO PREFERRED ETF 2,370.0 $26K 0.01% $10.88 +0.6%
135 VGK VANGUARD EUROPEAN 312.0 $26K 0.01% NEW $82.43 +7.7%
136 ABT ABBOTT LABORATORIES COM Healthcare 240.0 $25K 0.01% $102.67 -14.5%
137 ESGD ISHARES ESG AWARE MSCI EAFE ETF 254.0 $24K 0.01% NEW $95.62 +7.6%
138 IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 761.0 $23K 0.01% $29.81 +4.1%
139 TMUS T-MOBILE US INC COM Communication Services 104.0 $22K 0.01% -18.0 -14.8% $210.03 -9.5%
140 VHT VANGUARD HEALTH CARE ETF 80.0 $22K 0.01% $272.32 +1.5%
Page 7 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%