StockDriftsStockDriftsTop 50 Juno Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 10.16% | 342.2K | $29.1M | +1.49%(+5.01K) | $74.73(+10.46%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 9.11% | 167.9K | $26.1M | +4.09%(+6.60K) | $145.35(+11.29%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.41% | 103.1K | $24.1M | +2.36%(+2.38K) | $218.38(+12.12%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 8.29% | 464.2K | $23.7M | new | $52.31(-0.86%) | 2026-09-30 | |
| GOVT | ISHARES TR | 7.25% | 948.2K | $20.7M | +2.21%(+20.48K) | $23.01(-3.49%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5.97% | 218.3K | $17.1M | -2.90%(-6.51K) | $68.37(+15.76%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.63% | 448.5K | $16.1M | +1.45%(+6.40K) | $32.20(+10.23%) | 2026-09-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 3.45% | 192.1K | $9.9M | +8.03%(+14.28K) | $52.23(-1.31%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.69% | 15.0K | $7.7M | +1.58%(+234) | $492.60(+7.86%) | 2026-09-30 | |
| IBTG | ISHARES TR | 2.19% | 273.5K | $6.3M | +0.68%(+1.85K) | $22.91(-0.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.41% |
Juno Financial Group LLC reports $286.09M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (10.2%), VYM (9.1%) and VIG (8.4%). The top 20 holdings account for 79.32% of reported assets. Its disclosed equity book has returned +6.72% cumulatively over 3 quarters. Figures reflect the Q3 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 Juno Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106874). View Juno Financial Group LLC’s 13F filings on SEC