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Filers›Pension Fund›JNBA Financial Advisors
DOSSIER · 13F-HR · Q1 2026

JNBA Financial Advisors

JNBA Financial's pension fund based in Boston, MA — $1.2B in tracked AUM across 819 positions as of Q1 2026.

JF
JNBA Financial·Boston, MA·Pension Fund
CIK 0001569118 · last filed Mar 31, 2026
Total AUM
$1.2B
▲ 14.6%
vs prior
Holdings
819
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

JNBA Financial Advisors 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
IVV
ISHARES TR
$158M242K13.2%
02
SPDW
SPDR INDEX SHS FDS
$114M2.5M9.5%
03
SGOV
ISHARES TR
$85M847K7.1%
04
AVDE
AMERICAN CENTY ETF TR
$60M708K5.0%
05
IJH
ISHARES TR
$54M803K4.5%
06
SPMD
SPDR SERIES TRUST
$50M851K4.2%
07
VUG
VANGUARD INDEX FDS
$43M98K3.6%
08
SPEM
SPDR INDEX SHS FDS
$37M795K3.1%
09
MOAT
VANECK ETF TRUST
$35M358K2.9%
10
VEA
VANGUARD TAX-MANAGED FDS
$33M522K2.8%

Filing history

Filing history loading…
AI Agent · grounded in JNBA
haiku-4-5 · 819 positions indexed
Sector mix
  • Tech35%
  • Health Care6%
  • Cons. Disc.16%
  • Communications10%
  • Energy26%
  • Other7%
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