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 51–100 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 8K | $100K–$500K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 1K | $100K–$500K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 7K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 600 | $100K–$500K | SH |
| URTH | ISHARES MSCI WORLD ETF | 1K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 1K | $100K–$500K | SH |
| MSFT | MICROSOFT | 529 | $100K–$500K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| TSLA | TESLA MOTORS INC | 525 | $100K–$500K | SH |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | 4K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 8K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORP | 220 | $100K–$500K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 3K | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 1K | $100K–$500K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 645 | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 241 | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 490 | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 438 | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2K | $100K–$500K | SH |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 6K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 2K | $100K–$500K | SH |
| SCHH | SCHWAB U.S. REIT ETF | 7K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 612 | $100K–$500K | SH |
| SRE | SEMPRA ENERGY | 1K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 996 | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE | 655 | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 777 | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 334 | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 755 | $50K–$100K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 2K | $50K–$100K | SH |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | 2K | $50K–$100K | SH |
| BA | BOEING CO COM | 395 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC COM | 668 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 369 | $50K–$100K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| VV | VANGUARD LARGE-CAP ETF | 241 | $50K–$100K | SH |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 2K | $50K–$100K | SH |
| WMT | WALMART INC COM | 657 | $50K–$100K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 341 | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 80 | $50K–$100K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 875 | $50K–$100K | SH |
| GLD | SPDR GOLD ETF | 171 | $50K–$100K | SH |
| AMGN | AMGEN INC | 200 | $50K–$100K | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 434 | $50K–$100K | SH |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | 2K | $50K–$100K | SH |
| ICF | ISHARES SELECT U.S. REIT ETF | 980 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 321 | $50K–$100K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 128 | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON COM | 258 | $50K–$100K | SH |