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JDM Financial Group LLC

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    248

  • Value ($000)

    $257,587

  • Date Filed
    02/02/2026
  • Form type
    13F-HR
  • CIK
    0001960212
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

ETF
09661T107
$28.34M
11 %

216,631

X
XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

ETF
09789C788
$27.76M
11 %

552,344

S
SPDW

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

ETF
78463X889
$23.36M
9 %

654,429

S
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

ETF
46436E718
$22.93M
9 %

228,459

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$19.42M
8 %

394,618

I
IVV

ISHARES S&P 500 INDEX

ETF
464287200
$14.58M
6 %

21,292

V
VO

VANGUARD MID CAP

ETF
922908629
$11.3M
4 %

82,901

V
VB

VANGUARD SMALL-CAP ETF

ETF
922908751
$11.17M
4 %

90,503

S
SPEM

SPDR PORTFOLIO EMERGING MARKETS ETF

ETF
78463X509
$10.84M
4 %

292,134

V
VNQ

VANGUARD REIT INDEX ETF

ETF
922908553
$9.22M
4 %

132,920

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