§ 13F · FUND PROFILE
JDM Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211.9T (13F)Positions · 260Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 217K | $28.3T | 11.0% | −7% |
| 2 | XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 552K | $27.8T | 10.8% | +5% |
| 3 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 654K | $23.4T | 9.1% | +20% |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 228K | $22.9T | 8.9% | +111% |
| 5 | VOO | VANGUARD S&P 500 ETF | 395K | $19.4T | 7.5% | +578% |
| 6 | IVV | ISHARES S&P 500 INDEX | 21K | $14.6T | 5.7% | −4% |
| 7 | VO | VANGUARD MID CAP | 83K | $11.3T | 4.4% | +101% |
| 8 | VB | VANGUARD SMALL-CAP ETF | 91K | $11.2T | 4.3% | +97% |
| 9 | SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 292K | $10.8T | 4.2% | +40% |
| 10 | VNQ | VANGUARD REIT INDEX ETF | 133K | $9.2T | 3.6% | +1% |
§ 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 $211915.9 trillion in assets. The fund runs a broad portfolio of 260 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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