JNBA Financial Advisors
Q4 2025 13F Holdings
- Locationbloomington, MN
- Num holdings
796
- Value ($000)
$1,144,918
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001569118
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $249.59M | 22 % | 364,404 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $100.25M | 9 % | 2,257,447 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $54.07M | 5 % | 819,258 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $51.26M | 5 % | 885,173 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $45.9M | 4 % | 94,079 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $38.79M | 3 % | 374,604 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $37.62M | 3 % | 803,623 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $29.53M | 3 % | 472,679 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $25.66M | 2 % | 240,445 | ||
AFLAC INC | COM | 001055102 | $23.7M | 2 % | 214,894 |
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