Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JDM Financial Group LLC (CIK 1960212) reported $259.4M across 316 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKLC ($30.4M, 11.74%), SPDW ($26.8M, 10.35%), XHLF ($26.8M, 10.33%), SGOV ($23.5M, 9.07%), VOO ($18.0M, 6.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $30.4M | 11.74% | 263,197 | Added |
| 2 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $26.8M | 10.35% | 744,083 | Added |
| 3 | XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $26.8M | 10.33% | 532,397 | Trimmed |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $23.5M | 9.07% | 283,950 | Added |
| 5 | VOO | VANGUARD S&P 500 ETF | $18.0M | 6.92% | 300,823 | Trimmed |
| 6 | IVV | ISHARES S&P 500 INDEX | $13.7M | 5.29% | 20,997 | Trimmed |
| 7 | VB | VANGUARD SMALL-CAP ETF | $12.0M | 4.62% | 94,414 | Added |
| 8 | VO | VANGUARD MID CAP | $11.9M | 4.59% | 84,539 | Added |
| 9 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $11.7M | 4.51% | 310,231 | Added |
| 10 | VNQ | VANGUARD REIT INDEX ETF | $10.0M | 3.84% | 140,723 | Added |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $5.7M | 2.22% | 8,838 | Trimmed |
| 12 | AAPL | APPLE INC | $4.9M | 1.89% | 19,310 | Trimmed |
| 13 | PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $4.8M | 1.85% | 104,059 | Hold |
| 14 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.5M | 1.74% | 46,192 | Added |
| 15 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.7M | 1.42% | 64,864 | Added |
| 16 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.5M | 1.33% | 53,935 | Added |
| 17 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.1M | 1.20% | 40,693 | Trimmed |
| 18 | IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3.0M | 1.16% | 82,989 | Hold |
| 19 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $2.2M | 0.85% | 87,999 | Trimmed |
| 20 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.1M | 0.83% | 23,667 | Added |
| 21 | BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $2.0M | 0.77% | 40,367 | Trimmed |
| 22 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.9M | 0.72% | 34,563 | Trimmed |
| 23 | QQQM | INVESCO NASDAQ 100 ETF | $1.9M | 0.72% | 7,909 | Added |
| 24 | XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $1.6M | 0.63% | 35,597 | Trimmed |
| 25 | XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $1.6M | 0.60% | 32,626 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31