StockDriftsStockDriftsTop 50 Jones Financial Companies Lllp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.26% | 219.11M | $18.14B | +458.55%(+179.88M) | $49.65(+80.72%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.83% | 169.82M | $14.56B | +53.43%(+59.14M) | $76.43(+19.80%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.67% | 19.41M | $14.17B | +2.56%(+484.75K) | $560.98(+39.31%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.98% | 18.54M | $12.43B | +8.46%(+1.45M) | $524.83(+36.22%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.38% | 110.16M | $10.94B | -16.66%(-22.02M) | $104.44(-6.46%) | 2026-06-30 | |
| IWR | ISHARES TR | 4.37% | 99.65M | $10.92B | +7.19%(+6.69M) | $83.15(+37.96%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.34% | 113.50M | $10.84B | +4.65%(+5.04M) | $67.49(+49.96%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.9% | 44.58M | $9.74B | -13.14%(-6.74M) | $98.71(+130.02%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.55% | 110.77M | $8.86B | +321.62%(+84.50M) | $60.75(+38.67%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 2.59% | 19.22M | $6.47B | +2.99%(+557.90K) | $157.84(+127.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.96% | +44.14% |
| Top 20 Holdings Unweighted | +13.60% | +46.62% |
Jones Financial Companies Lllp reports $249.84B in US-listed equity holdings across 4,961 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.3%), SPYM (5.8%) and IVV (5.7%). The top 20 holdings account for 60.61% of reported assets. Its disclosed equity book has returned +44.14% 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 Jones Financial Companies Lllp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 815917). View Jones Financial Companies Lllp’s 13F filings on SEC EDGAR. For how we turn filings into the analysis above, see our research methodology.