CIK 1960212

JDM Financial Group LLC

Institutional 13F holdings & portfolio

Holdings

248

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–150 of 248

Ticker	Company	Shares	Value	Type
VT	VANGUARD TOTAL WORLD STOCK ETF	377	$50K–$100K	SH
SDY	STATE STREET SPDR S&P DIVIDEND ETF	372	$50K–$100K	SH
V	VISA INC	141	$15K–$50K	SH
GEV	GE VERNOVA INC COM	72	$15K–$50K	SH
XLE	ENERGY SELECT SECTOR SPDR	1K	$15K–$50K	SH
PFF	ISHARES S&P U.S. PREFERRED STOCK ETF	1K	$15K–$50K	SH
WFC	WELLS FARGO CO NEW COM	465	$15K–$50K	SH
PSK	STATE STREET SPDR ICE PREFERRED SECURITIES ETF	1K	$15K–$50K	SH
BIDU	BAIDU COM ADR	325	$15K–$50K	SH
CVX	CHEVRON CORP NEW COM	266	$15K–$50K	SH
AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	431	$15K–$50K	SH
MUB	ISHARES NATIONAL MUNI BOND ETF	356	$15K–$50K	SH
SCMB	SCHWAB MUNICIPAL BOND ETF	1K	$15K–$50K	SH
HYD	VANECK HIGH YIELD MUNI ETF	738	$15K–$50K	SH
HYMB	STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	2K	$15K–$50K	SH
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	383	$15K–$50K	SH
EQIX	EQUINIX INC COM	45	$15K–$50K	SH
OEF	ISHARES TR S&P 100 INDEX FUND	100	$15K–$50K	SH
VBK	VANGUARD SMALL-CAP GROWTH ETF	108	$15K–$50K	SH
VFH	VANGUARD FINANCIALS ETF	240	$15K–$50K	SH
IAUG	INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST	1K	$15K–$50K	SH
BAX	BAXTER INTL INC COM	2K	$15K–$50K	SH
CSCO	CISCO SYS INC	400	$15K–$50K	SH
SCHA	SCHWAB U.S. SMALL-CAP ETF	1K	$15K–$50K	SH
IYW	ISHARES U.S. TECHNOLOGY ETF	151	$15K–$50K	SH
ABT	ABBOTT LABS COM	240	$15K–$50K	SH
IWV	ISHARES RUSSELL 3000 ETF	73	$15K–$50K	SH
PGX	INVESCO PREFERRED ETF	2K	$15K–$50K	SH
PGF	INVESCO FINANCIAL PREFERRED ETF	2K	$15K–$50K	SH
PANW	PALO ALTO NETWORKS INC COM	138	$15K–$50K	SH
FNDF	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	560	$15K–$50K	SH
MDYG	STATE STREET SPDR S&P 400 MID CAP GROWTH ETF	269	$15K–$50K	SH
TMUS	T-MOBILE US INC COM	122	$15K–$50K	SH
MCK	MCKESSON CORP COM	30	$15K–$50K	SH
VHT	VANGUARD HEALTH CARE ETF	80	$15K–$50K	SH
IFEB	INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY	761	$15K–$50K	SH
VTI	VANGUARD TOTAL STOCK MARKET ETF	64	$15K–$50K	SH
BAC	BANK AMERICA CORP COM	374	$15K–$50K	SH
CEG	CONSTELLATION ENERGY CORP COM	58	$15K–$50K	SH
IBB	ISHARES BIOTECHNOLOGY ETF	121	$15K–$50K	SH
SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	617	$15K–$50K	SH
USB	US BANCORP DEL COM NEW	363	$15K–$50K	SH
AMD	ADVANCED MICRO DEVICES INC COM	89	$15K–$50K	SH
INDA	ISHARES MSCI INDIA ETF	346	$15K–$50K	SH
BLK	BLACKROCK INC COM	17	$15K–$50K	SH
TECL	DIREXION DAILY TECHNOLOGY BULL 3X SHARES	152	$15K–$50K	SH
VTHR	VANGUARD RUSSELL 3000 ETF	59	$15K–$50K	SH
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	173	$15K–$50K	SH
COF	CAPITAL ONE FINL CORP COM	72	$15K–$50K	SH
SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	512	$15K–$50K	SH