JDM Financial Group LLC

DOSSIER · 13F-HR · Q1 2026

JDM Financial Group LLC

$259M in tracked AUM across 318 positions as of Q1 2026.

JF

CIK 0001960212 · last filed Mar 31, 2026

Total AUM

$259M

as of Q1 2026

Holdings

318

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

JDM Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

$30M263K11.7%02

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$27M744K10.3%03

XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

$27M532K10.3%04

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$24M284K9.1%05

VOO

VANGUARD S&P 500 ETF

$18M301K6.9%06

IVV

ISHARES S&P 500 INDEX

$14M21K5.3%07

VB

VANGUARD SMALL-CAP ETF

$12M94K4.6%08

VO

VANGUARD MID CAP

$12M85K4.6%09

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF