§ 13F · FUND PROFILE
JDM Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $239M (13F)Positions · 280Turnover · — · Q1Filed · May 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$805K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 263K | $30M | 5.9% | +143% |
| 2 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 263K | $30M | 5.9% | — |
| 3 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 744K | $27M | 5.2% | — |
| 4 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 744K | $27M | 5.2% | +127% |
| 5 | XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 532K | $27M | 5.2% | +93% |
| 6 | XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 532K | $27M | 5.2% | — |
| 7 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 284K | $24M | 4.5% | — |
| 8 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 284K | $24M | 4.5% | +149% |
| 9 | VOO | VANGUARD S&P 500 ETF | 301K | $18M | 3.5% | +52% |
| 10 | VOO | VANGUARD S&P 500 ETF | 301K | $18M | 3.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JDM SIGNAL
AC read
JDM Financial Group LLC is a Other fund managing $239 million in assets. The fund runs a broad portfolio of 280 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed