StockDriftsStockDriftsTop 50 JNBA Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.16% | 232.1K | $173.9M | -3.98%(-9.63K) | $557.04(+39.83%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 9.27% | 2.43M | $122.5M | -3.05%(-76.55K) | $36.39(+43.44%) | 2026-06-30 | |
| SGOV | ISHARES TR | 7.04% | 924.0K | $93.0M | +9.06%(+76.73K) | $100.53(+0.03%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.2% | 769.9K | $68.7M | +8.71%(+61.70K) | $83.75(+12.62%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.64% | 794.1K | $61.2M | -1.07%(-8.62K) | $41.75(+88.13%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 4.17% | 815.9K | $55.1M | -4.16%(-35.40K) | $50.87(+35.23%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.79% | 581.6K | $50.1M | -0.84%(-4.91K) | $52.06(+71.30%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.12% | 796.9K | $41.3M | +0.25%(+1.96K) | $37.42(+40.49%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.89% | 535.3K | $38.1M | +2.57%(+13.41K) | $43.29(+70.98%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 2.67% | 338.9K | $35.2M | -5.34%(-19.13K) | $64.66(+75.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.50% | +7.24% | +41.84% |
| Top 20 Holdings Unweighted | +14.21% | +48.99% | +7.47% | +43.36% |
JNBA Financial Advisors reports $1.32B in US-listed equity holdings across 830 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.2%), SPDW (9.3%) and SGOV (7.0%). The top 20 holdings account for 72.18% of reported assets. Its disclosed equity book has returned +46.50% 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.
Sign up free to track JNBA Financial Advisors, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from JNBA Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569118). View JNBA Financial Advisors’s 13F filings on SEC