Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JDM Financial Group LLC (CIK 1960212) reported $292.9M across 332 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BKLC ($34.5M, 11.77%), SPDW ($32.5M, 11.08%), XHLF ($25.1M, 8.57%), SGOV ($22.5M, 7.70%), VOO ($19.9M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $34.5M | 11.77% | 343,702 | Added |
| 2 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $32.5M | 11.08% | 884,654 | Added |
| 3 | XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $25.1M | 8.57% | 498,806 | Trimmed |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $22.5M | 7.70% | 274,586 | Trimmed |
| 5 | VOO | VANGUARD S&P 500 ETF | $19.9M | 6.78% | 340,560 | Added |
| 6 | IVV | ISHARES S&P 500 INDEX | $15.5M | 5.29% | 20,687 | Trimmed |
| 7 | VB | VANGUARD SMALL-CAP ETF | $13.6M | 4.63% | 120,569 | Added |
| 8 | VO | VANGUARD MID CAP | $13.2M | 4.50% | 229,896 | Added |
| 9 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $12.8M | 4.37% | 337,825 | Added |
| 10 | VNQ | VANGUARD REIT INDEX ETF | $11.0M | 3.75% | 163,751 | Added |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $6.6M | 2.27% | 8,888 | Added |
| 12 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $6.4M | 2.17% | 125,954 | Added |
| 13 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.1M | 2.08% | 85,512 | Added |
| 14 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $5.7M | 1.96% | 48,164 | Added |
| 15 | AAPL | APPLE INC | $5.6M | 1.90% | 19,263 | Trimmed |
| 16 | PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $5.1M | 1.75% | 103,549 | Trimmed |
| 17 | TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $4.3M | 1.47% | 86,276 | New |
| 18 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.3M | 1.46% | 70,373 | Added |
| 19 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.6M | 1.22% | 40,698 | Added |
| 20 | IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3.1M | 1.07% | 82,524 | Trimmed |
| 21 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.8M | 0.97% | 29,359 | Added |
| 22 | BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $2.2M | 0.74% | 41,001 | Added |
| 23 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.1M | 0.71% | 34,630 | Added |
| 24 | DDFJ | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY | $1.9M | 0.64% | 95,040 | New |
| 25 | IVW | ISHARES S&P 500 GROWTH ETF | $1.6M | 0.53% | 11,300 | Added |
Source: SEC Form 13F filings · as of 2026-06-30