JFG Wealth Management, LLC
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
67
- Value ($000)
$510,588
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001766972
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $236.04 M | 46 % | 766,719 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $63.57 M | 13 % | 1,060,916 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $62.06 M | 12 % | 616,365 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $31.87 M | 6 % | 588,161 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $17.23 M | 3 % | 378,624 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $13.42 M | 3 % | 52,765 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.71 M | 2 % | 46,665 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.53 M | 2 % | 11,297 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.55 M | 1 % | 60,709 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.14 M | 1 % | 15,668 |
Rows Per Page
10
- 10
- 50
- 100