13F Insight
DOSSIER · 13F-HR · Q2 2026

JNBA Financial Advisors

$1.3B in tracked AUM across 830 positions as of Q2 2026.

JF
CIK 0001569118 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
830
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

JNBA Financial Advisors 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
IVV
ISHARES TR
$174M232K13.2%02
SPDW
SPDR INDEX SHS FDS
$122M2.4M9.3%03
SGOV
ISHARES TR
$93M924K7.0%04
AVDE
AMERICAN CENTY ETF TR
$69M770K5.2%05
IJH
ISHARES TR
$61M794K4.6%06
SPMD
SPDR SERIES TRUST
$55M816K4.2%07
VUG
VANGUARD INDEX FDS
$50M582K3.8%08
SPEM
SPDR INDEX SHS FDS
$41M797K3.1%09
VEA
VANGUARD TAX-MANAGED FDS
$38M535K2.9%10
MOAT
VANECK ETF TRUST
$35M339K2.7%

Filing history

2026Q2Jun 30
$1.3B▲ 10.0%
830 positionsView →2026Q1Mar 31
$1.2B▲ 4.9%
819 positionsView →2025Q4Dec 31
$1.1B▲ 4.0%
796 positionsView →2025Q3Sep 30
$1.1B▲ 5.9%
651 positionsView →2025Q2Jun 30
$1.0B▲ 7.8%
651 positionsLocked2025Q1Mar 31
$965M▼ 1.5%
647 positionsLocked2024Q4Dec 31
$979M▼ 1.4%
648 positionsLocked2024Q3Sep 30
$993M▲ 4.8%
652 positionsLocked2024Q2Jun 30
$948M▼ 0.5%
640 positionsLocked2024Q1Mar 31
$952M▲ 8.3%
668 positionsLocked2023Q4Dec 31
$879M▲ 9.8%
713 positionsLocked2023Q3Sep 30
$801M▼ 4.0%
749 positionsLocked
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