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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 8 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 617.0 $20K 0.01% +17.0 +2.8% $32.74 +8.7%
142 USB US BANCORP DEL COM NEW Financial Services 363.0 $19K 0.01% NEW $53.36 -0.1%
143 AMD ADVANCED MICRO DEVICES INC COM Technology 89.0 $19K 0.01% $214.16 +109.0%
144 INDA ISHARES MSCI INDIA ETF 346.0 $19K 0.01% $54.06 -11.2%
145 BLK BLACKROCK INC COM Financial Services 17.0 $18K 0.01% $1070.35 -1.8%
146 TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 152.0 $18K 0.01% -65.0 -29.9% $117.49 +67.6%
147 VTHR VANGUARD RUSSELL 3000 ETF 59.0 $18K 0.01% $300.32 +8.5%
148 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 173.0 $18K 0.01% $101.98 +16.9%
149 COF CAPITAL ONE FINL CORP COM Financial Services 72.0 $17K 0.01% $242.36 -24.9%
150 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 512.0 $17K 0.01% $32.62 +5.2%
151 VOOV VANGUARD S&P 500 VALUE ETF 81.0 $17K 0.01% $204.85 +6.5%
152 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 110.0 $16K 0.01% $146.58 -8.3%
153 LLY ELI LILLY & CO COM Healthcare 15.0 $16K 0.01% $1074.67 -5.0%
154 PPA INVESCO AEROSPACE & DEFENSE ETF 101.0 $16K 0.01% $156.63 +7.4%
155 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 220.0 $16K 0.01% $71.45 +14.3%
156 PM PHILIP MORRIS INTL INC Consumer Defensive 95.0 $15K 0.01% $160.40 +19.4%
157 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 203.0 $15K 0.01% -441.0 -68.5% $73.58 +11.6%
158 HON HONEYWELL INTL INC COM Industrials 75.0 $15K 0.01% $195.09 +11.3%
159 SCHM SCHWAB U.S. MID-CAP ETF 480.0 $14K 0.01% $30.07 +13.7%
160 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 483.0 $14K 0.01% $29.61 +10.9%
Page 8 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%