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.
JNBA Financial Advisors (CIK 1569118) reported $1.20B across 813 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($157.9M, 13.15%), SPDW ($114.4M, 9.53%), SGOV ($85.3M, 7.10%), AVDE ($60.1M, 5.00%), IJH ($54.2M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $157.9M | 13.15% | 241,784 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $114.4M | 9.53% | 2.5M | Added |
| 3 | SGOV | ISHARES TR | $85.3M | 7.10% | 847,272 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $60.1M | 5.00% | 708,211 | New |
| 5 | IJH | ISHARES TR | $54.2M | 4.51% | 802,743 | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $50.4M | 4.20% | 851,280 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $42.7M | 3.56% | 97,746 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $37.3M | 3.11% | 794,939 | Trimmed |
| 9 | MOAT | VANECK ETF TRUST | $34.6M | 2.88% | 358,066 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $33.4M | 2.79% | 521,916 | Added |
| 11 | AFL | AFLAC INC | $23.6M | 1.96% | 214,718 | Trimmed |
| 12 | VV | VANGUARD INDEX FDS | $23.3M | 1.94% | 77,840 | Added |
| 13 | SPYG | SPDR SERIES TRUST | $22.7M | 1.89% | 231,595 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $19.9M | 1.66% | 92,589 | Trimmed |
| 15 | FNDF | SCHWAB STRATEGIC TR | $18.1M | 1.51% | 370,177 | Trimmed |
| 16 | APG | API GROUP CORP | $17.0M | 1.42% | 419,794 | Hold |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $16.4M | 1.37% | 303,865 | Added |
| 18 | SPHQ | INVESCO EXCHANGE TRADED FD T | $16.5M | 1.37% | 219,166 | Trimmed |
| 19 | SPSM | SPDR SERIES TRUST | $15.6M | 1.30% | 322,548 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $14.4M | 1.20% | 49,982 | Trimmed |
| 21 | IJR | ISHARES TR | $12.4M | 1.03% | 99,452 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $12.1M | 1.01% | 32,620 | Added |
| 23 | IAU | ISHARES GOLD TR | $11.5M | 0.96% | 130,749 | Trimmed |
| 24 | SPLG | SPDR SERIES TRUST | $10.7M | 0.89% | 139,795 | Added |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $10.4M | 0.87% | 218,649 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31