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 151–200 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOOV | VANGUARD S&P 500 VALUE ETF | 81 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 110 | $15K–$50K | SH |
| LLY | ELI LILLY & CO COM | 15 | $15K–$50K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 101 | $15K–$50K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 220 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 95 | $15K–$50K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 203 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC COM | 75 | $1K–$15K | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 480 | $1K–$15K | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 483 | $1K–$15K | SH |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | 213 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 1K | $1K–$15K | SH |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | 202 | $1K–$15K | SH |
| RTX | RTX CORPORATION COM | 69 | $1K–$15K | SH |
| DIS | DISNEY WALT CO COM | 110 | $1K–$15K | SH |
| AFRM | AFFIRM HLDGS INC COM CL A | 167 | $1K–$15K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 163 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 150 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC COM | 29 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS COM | 126 | $1K–$15K | SH |
| EWH | ISHARES INC MSCI HONG KONG INDEX FD | 550 | $1K–$15K | SH |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | 75 | $1K–$15K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 36 | $1K–$15K | SH |
| MA | MASTERCARD INC | 20 | $1K–$15K | SH |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 248 | $1K–$15K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 135 | $1K–$15K | SH |
| WM | WASTE MANAGEMENT INC | 50 | $1K–$15K | SH |
| DOX | AMDOCS LTD SHS | 136 | $1K–$15K | SH |
| IMAY | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | 365 | $1K–$15K | SH |
| ZMAR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | 386 | $1K–$15K | SH |
| NKE | NIKE INC CL B | 164 | $1K–$15K | SH |
| HD | HOME DEPOT | 30 | $1K–$15K | SH |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND | 418 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON INC COM | 100 | $1K–$15K | SH |
| IBM | INTL BUSINESS MACHINES | 33 | $1K–$15K | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 80 | $1K–$15K | SH |
| CAT | CATERPILLAR INC COM | 17 | $1K–$15K | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | 4K | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 236 | $1K–$15K | SH |
| SO | SOUTHERN CO COM | 100 | $1K–$15K | SH |
| PEP | PEPSICO INC COM | 60 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 102 | $1K–$15K | SH |
| ARTY | ISHARES FUTURE AI & TECH ETF | 163 | $1K–$15K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 155 | $1K–$15K | SH |
| EXC | EXELON CORP COM | 176 | $1K–$15K | SH |
| MOO | MARKET VECTORS ETF TRUST AGRIBUSINESS | 105 | $1K–$15K | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 206 | $1K–$15K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 60 | $1K–$15K | SH |
| JETS | U.S. GLOBAL JETS ETF | 250 | $1K–$15K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 66 | $1K–$15K | SH |