JDM Financial Group LLC
CIK: 0001960212SEC EDGAR →
Portfolio Value
$257.6M
Holdings
248
As of
Q4 2025
New Positions
248
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BNY MELLON US LARGE CAP CORE EQUITY ETF | 216,631 | $28.3M | 11.00% |
| 2 | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 552,344 | $27.8M | 10.78% |
| 3 | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 654,429 | $23.4M | 9.07% |
| 4 | ISHARES 0-3 MONTH TREASURY BOND ETF | 228,459 | $22.9M | 8.90% |
| 5 | VANGUARD S&P 500 ETF | 394,618 | $19.4M | 7.54% |
| 6 | ISHARES S&P 500 INDEX | 21,292 | $14.6M | 5.66% |
| 7 | VANGUARD MID CAP | 82,901 | $11.3M | 4.39% |
| 8 | VANGUARD SMALL-CAP ETF | 90,503 | $11.2M | 4.34% |
| 9 | SPDR PORTFOLIO EMERGING MARKETS ETF | 292,134 | $10.8M | 4.21% |
| 10 | VANGUARD REIT INDEX ETF | 132,920 | $9.2M | 3.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (248)
$28.3M · 217K shares
$27.8M · 552K shares
$23.4M · 654K shares
$22.9M · 228K shares
$19.4M · 395K shares
$14.6M · 21K shares
$11.3M · 83K shares
$11.2M · 91K shares
$10.8M · 292K shares
$9.2M · 133K shares
$6.0M · 9K shares
$5.3M · 19K shares
$4.9M · 104K shares
$4.8M · 45K shares
$3.7M · 64K shares
$3.4M · 136K shares
$3.4M · 54K shares
$3.3M · 41K shares
$3.0M · 83K shares
$3.0M · 65K shares
$2.4M · 50K shares
$2.0M · 41K shares
$2.0M · 22K shares
$1.9M · 35K shares
$1.6M · 8K shares
$1.5M · 6K shares
$1.4M · 60K shares
$1.4M · 12K shares
$1.3M · 31K shares
$1.1M · 32K shares
$1.1M · 19K shares
$819K · 16K shares
$807K · 16K shares
$792K · 12K shares
$770K · 3K shares
$723K · 2K shares
$680K · 1K shares
$676K · 28K shares
$626K · 4K shares
$620K · 6K shares
$620K · 3K shares
$572K · 2K shares
$523K · 2K shares
$445K · 8K shares
$443K · 2K shares
$421K · 4K shares
$415K · 689 shares
$415K · 10K shares
$360K · 717 shares
$356K · 15K shares
$331K · 8K shares
$321K · 1K shares
$306K · 7K shares
$292K · 600 shares
$270K · 1K shares
$256K · 1K shares
$255K · 529 shares
$251K · 3K shares
$236K · 525 shares
$208K · 4K shares
$207K · 8K shares
$189K · 220 shares
$182K · 3K shares
$162K · 1K shares
$161K · 645 shares
$159K · 241 shares
$153K · 490 shares
$151K · 438 shares
$149K · 2K shares
$139K · 6K shares
$137K · 2K shares
$136K · 7K shares
$125K · 612 shares
$123K · 1K shares
$122K · 996 shares
$118K · 655 shares
$111K · 777 shares
$111K · 2K shares
$102K · 334 shares
$90K · 755 shares
$88K · 2K shares
$87K · 2K shares
$85K · 395 shares
$82K · 668 shares
$81K · 369 shares
$80K · 1K shares
$75K · 241 shares
$73K · 2K shares
$73K · 657 shares
$72K · 341 shares
$70K · 80 shares
$67K · 171 shares
$67K · 875 shares
$65K · 200 shares
$62K · 434 shares
$59K · 2K shares
$58K · 980 shares
$57K · 321 shares
$56K · 128 shares
$53K · 258 shares
$53K · 377 shares
$51K · 372 shares
$49K · 141 shares
$47K · 72 shares
$45K · 1K shares
$43K · 1K shares
$43K · 465 shares
$42K · 325 shares
$42K · 1K shares
$40K · 266 shares
$40K · 431 shares
$38K · 1K shares
$38K · 356 shares
$37K · 2K shares
$37K · 738 shares
$36K · 383 shares
$34K · 45 shares
$34K · 100 shares
$32K · 240 shares
$32K · 108 shares
$31K · 1K shares
$31K · 2K shares
$30K · 240 shares
$30K · 400 shares
$30K · 151 shares
$30K · 1K shares
$28K · 73 shares
$26K · 2K shares
$26K · 2K shares
$25K · 560 shares
$25K · 138 shares
$24K · 30 shares
$24K · 269 shares
$24K · 122 shares
$23K · 761 shares
$23K · 80 shares
$21K · 64 shares
$20K · 374 shares
$20K · 617 shares
$20K · 121 shares
$20K · 58 shares
$19K · 89 shares
$19K · 363 shares
$18K · 17 shares
$18K · 346 shares
$17K · 59 shares
$17K · 173 shares
$17K · 152 shares
$17K · 72 shares
$16K · 15 shares
$16K · 110 shares
$16K · 512 shares
$16K · 81 shares
$15K · 220 shares
$15K · 101 shares
$15K · 95 shares
$14K · 203 shares
$14K · 483 shares
$14K · 75 shares
$14K · 480 shares
$13K · 1K shares
$13K · 213 shares
$12K · 163 shares
$12K · 150 shares
$12K · 202 shares
$12K · 69 shares
$12K · 29 shares
$12K · 167 shares
$12K · 110 shares
$11K · 36 shares
$11K · 75 shares
$11K · 135 shares
$11K · 20 shares
$11K · 550 shares
$11K · 126 shares
$11K · 248 shares
$10K · 365 shares
$10K · 418 shares
$10K · 30 shares
$10K · 164 shares
$10K · 136 shares
$10K · 386 shares
$10K · 50 shares
$9K · 17 shares
$9K · 4K shares
$9K · 80 shares
$9K · 236 shares
$9K · 33 shares
$9K · 100 shares
$8K · 100 shares
$8K · 102 shares
$8K · 60 shares
$7K · 163 shares
$7K · 60 shares
$7K · 105 shares
$7K · 155 shares
$7K · 176 shares
$7K · 206 shares
$7K · 250 shares
$6K · 2 shares
$6K · 50 shares
$6K · 84 shares
$6K · 27 shares
$6K · 56 shares
$6K · 66 shares
$6K · 242 shares
$5K · 131 shares
$5K · 390 shares
$5K · 271 shares
$5K · 157 shares
$5K · 207 shares
$5K · 60 shares
$5K · 184 shares
$5K · 199 shares
$5K · 200 shares
$4K · 33 shares
$4K · 85 shares
$4K · 38 shares
$4K · 150 shares
$4K · 55 shares
$4K · 65 shares
$4K · 25 shares
$4K · 89 shares
$3K · 30 shares
$3K · 34 shares
$3K · 40 shares
$3K · 120 shares
$3K · 100 shares
$3K · 530 shares
$2K · 71 shares
$2K · 92 shares
$2K · 69 shares
$2K · 46 shares
$2K · 66 shares
$2K · 26 shares
$1K · 37 shares
$1K · 12 shares
$1K · 32 shares
$1K · 80 shares
$1K · 201 shares
$1K · 30 shares
$1K · 280 shares
$1K · 163 shares
$1K · 10 shares
$1K · 340 shares
$0 · 29 shares
$0 · 1 shares
$0 · 55 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 136 | $237.9M | 92.4% |
| Unknown | 26 | $7.8M | 3.0% |
| Technology | 22 | $7.5M | 2.9% |
| Consumer Cyclical | 11 | $972K | 0.4% |
| Communication Services | 7 | $925K | 0.4% |
| Real Estate | 3 | $655K | 0.3% |
| Healthcare | 17 | $474K | 0.2% |
| Energy | 3 | $472K | 0.2% |
| Consumer Defensive | 3 | $270K | 0.1% |
| Industrials | 9 | $261K | 0.1% |
| Utilities | 6 | $210K | 0.1% |
| Basic Materials | 5 | $16K | 0.0% |