Jdm Financial Group LLC Top Holdings and 13F Report (2026) About Jdm Financial Group LLCInvestment ActivityJdm Financial Group LLC has $259.35 million in total holdings as of March 31, 2026.Jdm Financial Group LLC owns shares of 318 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.06% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Jdm Financial Group LLC has purchased 248 new stocks and bought additional shares in 35 stocks.Jdm Financial Group LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings BNY Mellon US Large Cap Core Equity ETF $30,445,684SPDR Portfolio Developed World ex-US ETF $26,838,284BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $26,795,504iShares 0-3 Month Treasury Bond ETF $23,527,026Vanguard S&P 500 ETF $17,952,405 Largest New Holdings this Quarter 45782C383 - Innovator U.S. Equity Power Buffer ETF - March $104,366 Holding808524714 - Schwab 1-5 Year Corporate Bond ETF $99,197 Holding464288802 - iShares MSCI USA ESG Select ETF $91,942 Holding595112103 - Micron Technology $79,392 Holding464288570 - iShares ESG MSCI KLD 400 ETF $53,930 Holding Largest Purchases this Quarter BNY Mellon US Large Cap Core Equity ETF 46,566 shares (about $5.39M)iShares 0-3 Month Treasury Bond ETF 55,491 shares (about $4.60M)SPDR Portfolio Developed World ex-US ETF 89,654 shares (about $3.23M)SPDR Portfolio Emerging Markets ETF 18,097 shares (about $682.52K)Schwab International Equity ETF 24,350 shares (about $602.66K) Largest Sales this Quarter Vanguard S&P 500 ETF 93,795 shares (about $5.60M)BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 29,300 shares (about $1.34M)Schwab Intermediate-Term U.S. Treasury ETF 47,763 shares (about $1.19M)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 19,947 shares (about $1.00M)BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 17,686 shares (about $843.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJdm Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKLCBNY Mellon US Large Cap Core Equity ETF$30,445,684$5,386,588 â–²21.5%263,19711.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$26,838,284$3,233,725 â–²13.7%744,08310.3%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$26,795,504$1,003,931 â–¼-3.6%532,39710.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$23,527,026$4,597,775 â–²24.3%283,9509.1%ETFVOOVanguard S&P 500 ETF$17,952,405$5,597,464 â–¼-23.8%300,8236.9%ETFIVViShares Core S&P 500 ETF$13,714,476$192,683 â–¼-1.4%20,9975.3%ETFVBVanguard Small-Cap ETF$11,972,766$495,959 â–²4.3%94,4144.6%ETFVOVanguard Mid-Cap ETF$11,902,550$230,620 â–²2.0%84,5394.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,700,218$682,520 â–²6.2%310,2314.5%ETFVNQVanguard Real Estate ETF$9,962,959$552,440 â–²5.9%140,7233.8%ETFSPYSPDR S&P 500 ETF Trust$5,747,818$13,007 â–¼-0.2%8,8382.2%FinanceAAPLApple$4,900,794$2,030 â–¼0.0%19,3101.9%Computer and TechnologyPJANInnovator U.S. Equity Power Buffer ETF - January$4,800,2420.0%104,0591.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,522,661$93,798 â–²2.1%46,1921.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,670,010$30,270 â–²0.8%64,8641.4%ETFVEAVanguard FTSE Developed Markets ETF$3,456,135$9,484 â–²0.3%53,9351.3%ETFSPLGSPDR Portfolio S&P 500 ETF$3,114,657$4,057 â–¼-0.1%40,6931.2%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$3,010,8410.0%82,9891.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,192,067$1,189,783 â–¼-35.2%87,9990.8%ETFIEFAiShares Core MSCI EAFE ETF$2,142,558$140,139 â–²7.0%23,6670.8%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$1,994,533$24,705 â–¼-1.2%40,3670.8%ETFQQQMInvesco NASDAQ 100 ETF$1,879,428$509,244 â–²37.2%7,9090.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,868,136$20,755 â–¼-1.1%34,5630.7%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,632,493$1,343,710 â–¼-45.1%35,5970.6%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,556,912$843,976 â–¼-35.2%32,6260.6%ETFNVDANVIDIA$1,469,317$872 â–¼-0.1%8,4250.6%Computer and TechnologyKJANInnovator U.S. Small Cap Power Buffer ETF - January$1,282,2420.0%30,7330.5%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$1,076,0220.0%31,7130.4%ETFNJANInnovator Growth-100 Power Buffer ETF - January$1,039,4340.0%19,4760.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,005,975$438,150 â–¼-30.3%41,4490.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$975,815$153,103 â–²18.6%13,9900.4%ETFSCHFSchwab International Equity ETF$969,869$602,657 â–²164.1%39,1870.4%ETFJPSTJPMorgan Ultra-Short Income ETF$803,465$15,891 â–¼-1.9%15,8760.3%ETFIWMiShares Russell 2000 ETF$769,579$7,192 â–¼-0.9%3,1030.3%FinanceBONDBLOXX IRM TAX-AWARE SHORT DURATION ETF$725,464$79,675 â–¼-9.9%14,3500.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$697,0330.0%1,5050.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$694,510$708,623 â–¼-50.5%5,8560.3%ETFXLKTechnology Select Sector SPDR Fund$666,339$87,977 â–²15.2%5,0140.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$657,735$19,295 â–¼-2.8%27,1340.3%ETFQQQInvesco QQQ$630,792$8,657 â–¼-1.4%1,0930.2%FinanceEFAiShares MSCI EAFE ETF$627,3030.0%6,4580.2%FinanceSPGSimon Property Group$626,869$2,052 â–²0.3%3,3610.2%FinanceXOMExxonMobil$594,8280.0%3,5060.2%EnergyGOOGLAlphabet$562,615$37,086 â–²7.1%1,9570.2%Computer and TechnologyAMZNAmazon.com$543,168$70,604 â–²14.9%2,6080.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$462,4980.0%8,1440.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$451,219$439,687 â–²3,812.9%26,9600.2%ETFAVIGAvantis Core Fixed Income ETF$442,742$30,906 â–²7.5%10,6580.2%ETFQUALiShares MSCI USA Quality Factor ETF$428,5040.0%2,2340.2%ETFBRK.BBerkshire Hathaway$343,5860.0%7170.1%FinanceITAiShares U.S. Aerospace & Defense ETF$327,219$219 â–²0.1%1,4960.1%ETFDJANFT Vest U.S. Equity Deep Buffer ETF - January$324,9290.0%7,6400.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$315,864$48 â–²0.0%6,5370.1%ETFVTVVanguard Value ETF$263,0330.0%1,3410.1%ETFURTHiShares MSCI World ETF$262,2890.0%1,4570.1%ETFVUGVanguard Growth ETF$262,0740.0%6000.1%ETFMSFTMicrosoft$235,052$39,237 â–²20.0%6350.1%Computer and TechnologyAVSFAvantis Short-Term Fixed Income ETF$223,146$15,585 â–²7.5%4,7680.1%ETFCOSTCostco Wholesale$219,2150.0%2200.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$198,943$1,051 â–²0.5%7,7590.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$187,082$59 â–²0.0%3,1590.1%ETFAVGOBroadcom$160,544$25,056 â–²18.5%5190.1%Computer and TechnologyGOOGAlphabet$158,347$17,785 â–²12.7%5520.1%Computer and TechnologyEFViShares MSCI EAFE Value ETF$155,2430.0%2,0880.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$154,7940.0%6450.1%ETFABNBAirbnb$150,7780.0%1,1940.1%Consumer DiscretionarySCHHSchwab U.S. REIT ETF$140,3300.0%6,5300.1%ETFMETAMeta Platforms$137,8710.0%2410.1%Computer and TechnologySRESempra Energy$136,0380.0%1,4000.1%UtilitiesCAHCardinal Health$129,3220.0%6120.0%MedicalTSLATesla$125,652$69,518 â–¼-35.6%3380.0%Auto/Tires/TrucksIWNiShares Russell 2000 Value ETF$124,1810.0%6550.0%ETFIJHiShares Core S&P Mid-Cap ETF$122,567$8,104 â–²7.1%1,8150.0%ETFVYMVanguard High Dividend Yield ETF$115,0260.0%7770.0%Financial ServicesIVWiShares S&P 500 Growth ETF$112,6580.0%9960.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$106,897$31,830 â–¼-22.9%4,8830.0%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$104,366$104,366 â–²New Holding2,3390.0%TransportationSCHJSchwab 1-5 Year Corporate Bond ETF$99,197$99,197 â–²New Holding4,0120.0%ETFIJRiShares Core S&P Small-Cap ETF$93,8540.0%7550.0%ETFDFUVDimensional US Marketwide Value ETF$91,9770.0%1,8980.0%ETFSUSAiShares MSCI USA ESG Select ETF$91,942$91,942 â–²New Holding6960.0%ETFGILDGilead Sciences$89,506$3,625 â–¼-3.9%6420.0%MedicalGEGE Aerospace$87,483$7,385 â–¼-7.8%3080.0%AerospacePFEBInnovator U.S. Equity Power Buffer ETF - February$86,3750.0%2,1540.0%ETFWALMART INC COM$81,6920.0%6570.0%StockMUMicron Technology$79,392$79,392 â–²New Holding2350.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$79,3800.0%3690.0%ETFBABoeing$78,6170.0%3950.0%AerospaceVBRVanguard Small-Cap Value ETF$74,0820.0%3410.0%ETFGLDSPDR Gold Shares$73,5800.0%1710.0%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$72,7950.0%1,7040.0%ETFVVVanguard Large-Cap ETF$72,0230.0%2410.0%ETFAMGNAmgen$70,3700.0%2000.0%MedicalSCZiShares MSCI EAFE Small-Cap ETF$68,6090.0%8750.0%ETFGSThe Goldman Sachs Group$67,6790.0%800.0%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$63,2730.0%4340.0%ETFJNJJohnson & Johnson$63,0660.0%2580.0%MedicalGE VERNOVA INC COM$62,8490.0%720.0%StockGRAYSCALE BITCOIN TRUST ETF$62,4150.0%1,1830.0%ETFXLEEnergy Select Sector SPDR Fund$61,7500.0%1,0080.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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