13F Insight
DOSSIER · 13F-HR · Q1 2026

JNBA Financial Advisors

$1.2B in tracked AUM across 819 positions as of Q1 2026.

JF
CIK 0001569118 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
819
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$834M▲ 8.5%
705 positionsLocked
Showing 12 of 50