CIK 1960212
JDM Financial Group LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 217K | $1M+ | SH |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 552K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 654K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 228K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 395K | $1M+ | SH |
| IVV | ISHARES S&P 500 INDEX | 21K | $1M+ | SH |
| VO | VANGUARD MID CAP | 83K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 91K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 292K | $1M+ | SH |
| VNQ | VANGUARD REIT INDEX ETF | 133K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 9K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 104K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 45K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 64K | $1M+ | SH |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 136K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 54K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 41K | $1M+ | SH |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | 83K | $1M+ | SH |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | 65K | $1M+ | SH |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | 50K | $1M+ | SH |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | 41K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 22K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 35K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 8K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 6K | $1M+ | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 60K | $1M+ | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 12K | $1M+ | SH |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | 31K | $1M+ | SH |
| EJAN | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | 32K | $1M+ | SH |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | 19K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 16K | $500K+ | SH |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 16K | $500K+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 12K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 3K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | 2K | $500K+ | SH |
| QQQ | POWERSHARES QQQ TR | 1K | $500K+ | SH |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 28K | $500K+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | 4K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 6K | $500K+ | SH |
| SPG | SIMON PROPERTY GROUP INC | 3K | $500K+ | SH |
| GOOGL | GOOGLE INC | 2K | $500K+ | SH |
| AMZN | AMAZON.COM INC | 2K | $500K+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 8K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 4K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 689 | $100K–$500K | SH |
| AVIG | AVANTIS CORE FIXED INCOME ETF | 10K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 717 | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 15K | $100K–$500K | SH |