What does JMG Financial Group, Ltd. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

JMG Financial Group, Ltd. 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Vanguard S&P 500 ETF

$833M1.4M22.9%

Vanguard MSCI EAFE ETF

$402M6.3M11.1%

Vanguard Mid Cap Vipers

$401M1.4M11.0%

Dimensional US Small Cap Value

$217M6.2M6.0%

Schwab US Large Cap ETF

$214M8.3M5.9%

SPDR S&P 500 ETF Trust

$171M264K4.7%

DFA International Core Equity

$170M4.8M4.7%

Dimensional Global Real Estate

$169M6.3M4.6%

Vanguard MSCI Emerging Markets

$158M2.9M4.4%

Schwab International Equity ET

$102M4.1M2.8%

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