JDM Financial Group LLC

DOSSIER · 13F-HR · Q2 2026

JDM Financial Group LLC

$293M in tracked AUM across 332 positions as of Q2 2026.

JF

CIK 0001960212 · last filed Jun 30, 2026

Total AUM

$293M

as of Q2 2026

Holdings

332

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

JDM Financial Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

$34M344K11.8%02

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$32M885K11.1%03

XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

$25M499K8.6%04

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$23M275K7.7%05

VOO

VANGUARD S&P 500 ETF

$20M341K6.8%06

IVV

ISHARES S&P 500 INDEX

$15M21K5.3%07

VB

VANGUARD SMALL-CAP ETF

$14M121K4.6%08

VO

VANGUARD MID CAP

$13M230K4.5%09

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF