DOSSIER · 13F-HR · Q2 2026

JMN Financial LLC

$129M in tracked AUM across 229 positions as of Q2 2026.

JF
CIK 0002113267 · last filed Jun 30, 2026
Total AUM
$129M
as of Q2 2026
Holdings
229
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JMN Financial 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
BSV
VANGUARD BD INDEX FDS
$6M74K4.5%
02
AAPL
APPLE INC
$5M19K4.2%
03
NVDA
NVIDIA CORPORATION
$5M23K3.6%
04
VOO
VANGUARD INDEX FDS
$4M6K3.2%
05
LRCX
LAM RESEARCH CORP
$3M7K2.2%
06
GOOG
ALPHABET INC
$3M8K2.2%
07
AMZN
AMAZON COM INC
$3M11K2.1%
08
MSFT
MICROSOFT CORP
$3M7K2.0%
09
VEA
VANGUARD TAX-MANAGED FDS
$3M36K2.0%
10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$2M5K1.8%

Filing history

2026Q2Jun 30
$129M 26.4%
229 positionsView →
2026Q1Mar 31
$102M 1.4%
189 positionsView →
2025Q4Dec 31
$100M
193 positionsView →