§ 13F · FUND PROFILE
JNBA Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1039.7T (13F)Positions · 651Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.3T 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 364K | $249.6T | 21.8% | +3% |
| 2 | SPDW | SPDR INDEX SHS FDS | 2.26M | $100.3T | 8.8% | +8% |
| 3 | IJH | ISHARES TR | 819K | $54.1T | 4.7% | +5% |
| 4 | SPMD | SPDR SERIES TRUST | 885K | $51.3T | 4.5% | +3% |
| 5 | VUG | VANGUARD INDEX FDS | 94K | $45.9T | 4.0% | −1% |
| 6 | MOAT | VANECK ETF TRUST | 375K | $38.8T | 3.4% | −2% |
| 7 | SPEM | SPDR INDEX SHS FDS | 804K | $37.6T | 3.3% | +1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 473K | $29.5T | 2.6% | ±0% |
| 9 | SPYG | SPDR SERIES TRUST | 240K | $25.7T | 2.2% | −1% |
| 10 | AFL | AFLAC INC | 215K | $23.7T | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JNBA SIGNAL
AC read
JNBA Financial Advisors is a Other fund managing $1039704.3 trillion in assets. The fund runs a broad portfolio of 651 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed