StockDriftsStockDriftsTop 50 Jdm Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 11.77% | 343.7K | $34.5M | +30.59%(+80.50K) | $116.09(-57.57%) | 2026-06-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 11.08% | 884.7K | $32.5M | +18.89%(+140.57K) | $38.07(+35.66%) | 2026-06-30 | |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 8.57% | 498.8K | $25.1M | -6.31%(-33.59K) | $50.36(-0.21%) | 2026-06-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 7.7% | 274.6K | $22.5M | -3.30%(-9.36K) | $100.57(+0.01%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 6.78% | 340.6K | $19.9M | +13.21%(+39.74K) | $586.17(+20.87%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 INDEX | 5.29% | 20.7K | $15.5M | -1.48%(-310) | $376.35(+105.70%) | 2026-06-30 | |
| VB | VANGUARD SMALL-CAP ETF | 4.63% | 120.6K | $13.6M | +27.70%(+26.16K) | $236.59(+29.59%) | 2026-06-30 | |
| VO | VANGUARD MID CAP | 4.5% | 229.9K | $13.2M | -32.01%(-108.26K) | $63.05(+32.20%) | 2026-06-30 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 4.37% | 337.8K | $12.8M | +8.89%(+27.59K) | $39.96(+30.39%) | 2026-06-30 | |
| VNQ | VANGUARD REIT INDEX ETF | 3.75% | 163.8K | $11.0M | +16.36%(+23.03K) | $88.01(+11.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.79% | +55.26% | — | — | +74.64% |
| Top 20 Holdings Unweighted | +16.49% | +58.06% | — | — | +73.42% |
Jdm Financial Group LLC reports $292.90M in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are BKLC (11.8%), SPDW (11.1%) and XHLF (8.6%). The top 20 holdings account for 85.79% of reported assets. Its disclosed equity book has returned +55.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jdm Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1960212). View Jdm Financial Group LLC’s 13F filings on SEC