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.
JONES FINANCIAL COMPANIES LLLP (CIK 815917) reported $208.07B across 4,624 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($16.57B, 7.96%), AGG ($13.03B, 6.26%), IVV ($12.06B, 5.79%), VOO ($9.97B, 4.79%), VTV ($9.92B, 4.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX TR | $16.57B | 7.96% | 39.2M | Trimmed |
| 2 | AGG | ISHARES CORE US AGGREGATE BOND | $13.03B | 6.26% | 132.2M | Trimmed |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $12.06B | 5.79% | 18.9M | Added |
| 4 | VOO | VANGUARD S&P 500 ETF | $9.97B | 4.79% | 17.1M | Added |
| 5 | VTV | VANGUARD INDEX TR | $9.92B | 4.77% | 51.3M | Trimmed |
| 6 | IEFA | ISHARES TR | $9.49B | 4.56% | 108.5M | Added |
| 7 | IWR | ISHARES RUSSELL MIDCAP | $8.87B | 4.26% | 93.0M | Added |
| 8 | SPLG | SPDR SER TR | $8.26B | 3.97% | 110.7M | Added |
| 9 | VO | VANGUARD MID CAP ETF | $7.43B | 3.57% | 26.3M | Added |
| 10 | VV | VANGUARD INDEX TRUST | $5.44B | 2.61% | 18.7M | Added |
| 11 | SCZ | ISHARES | $3.76B | 1.81% | 49.4M | Added |
| 12 | IUSB | ISHARES TR | $3.65B | 1.75% | 79.6M | Added |
| 13 | IWB | ISHARES RUSSELL 1000 | $3.64B | 1.75% | 10.5M | Trimmed |
| 14 | USHY | ISHARES BROAD USD HIGH YIELD | $3.47B | 1.67% | 95.4M | Added |
| 15 | VEA | VANGUARD FTSE DEVELOPED | $3.42B | 1.64% | 55.0M | Added |
| 16 | AVDV | AMERICAN CENTY ETF TR | $2.93B | 1.41% | 30.4M | Trimmed |
| 17 | IJR | ISHARES CORE S&P SMALL CAP ETF | $2.42B | 1.16% | 19.9M | Added |
| 18 | AAPL | APPLE INC | $2.10B | 1.01% | 8.4M | Added |
| 19 | NVDA | NVIDIA CORP | $2.02B | 0.97% | 12.0M | Added |
| 20 | DFIS | DIMENSIONAL ETF TR | $1.92B | 0.92% | 58.7M | Added |
| 21 | MSFT | MICROSOFT CORP | $1.81B | 0.87% | 5.1M | Added |
| 22 | AMZN | AMAZON COM INC | $1.70B | 0.82% | 8.5M | Added |
| 23 | GOOGL | ALPHABET INC | $1.63B | 0.78% | 5.9M | Added |
| 24 | IEMG | ISHARES INC | $1.36B | 0.65% | 20.1M | Added |
| 25 | AVGO | BROADCOM INC | $1.13B | 0.54% | 3.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31