Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Jordan Park Group LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Jordan Park Group LLC (CIK 1707975) reported $1.97B across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEMG ($595.1M, 30.18%), XLV ($224.5M, 11.39%), GOVT ($195.1M, 9.89%), VONE ($146.5M, 7.43%), SPY ($111.9M, 5.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IEMGISHARES INC$595.1M30.18%7.2MAdded
2XLVSELECT SECTOR SPDR TR$224.5M11.39%1.4MAdded
3GOVTISHARES TR$195.1M9.89%8.6MTrimmed
4VONEVANGUARD SCOTTSDALE FDS$146.5M7.43%432,391Added
5SPYSTATE STR SPDR S&P 500 ETF T$111.9M5.67%149,817Trimmed
6EWTISHARES INC$75.1M3.81%691,194Trimmed
7IEFAISHARES TR$66.3M3.36%686,229Added
8TSMTAIWAN SEMICONDUCTOR MANUFAC$62.1M3.15%129,956Hold
9IWBISHARES TR$51.8M2.62%126,399Added
10HEFAISHARES TR$46.0M2.33%980,903Trimmed
11BNDVANGUARD BD INDEX FDS$43.4M2.20%590,568Trimmed
12MCHIISHARES TR$35.8M1.82%701,861Trimmed
13VTEBVANGUARD MUN BD FDS$32.8M1.66%647,609Trimmed
14VEAVANGUARD TAX-MANAGED FDS$30.0M1.52%421,224Trimmed
15VWOVANGUARD INTL EQUITY INDEX F$27.7M1.40%463,876Trimmed
16EWYISHARES INC$25.7M1.30%127,282Added
17VGITVANGUARD SCOTTSDALE FDS$25.4M1.29%430,584Trimmed
18INDAISHARES TR$25.0M1.27%505,829Trimmed
19HYMBSPDR SERIES TRUST$14.3M0.73%563,102Added
20GREKGLOBAL X FDS$8.6M0.44%114,011Hold
21VOOVANGUARD INDEX FDS$8.6M0.43%12,458Trimmed
22VIGVANGUARD SPECIALIZED FUNDS$8.2M0.42%34,743Hold
23NVDANVIDIA CORPORATION$8.3M0.42%41,679Hold
24SPHQINVESCO EXCHANGE TRADED FD T$7.8M0.40%87,114Hold
25BILSPDR SERIES TRUST$7.8M0.40%85,165Added

Source: SEC Form 13F filings · as of 2026-06-30