JDM Financial Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1960212
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$292.9M
Holdings
332
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JDM Financial Group LLC disclosed 332 positions worth $292.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 7. The portfolio is most concentrated in Other (94.8% of disclosed assets). All figures are sourced directly from JDM Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 1960212.
AI Fund Analysis
DiversifyingBNY MELLON US LARGE CAP CO
11.8% weight
Held 9 quarters
STATE STREET SPDR PORTFOLI
11.1% weight
Held 10 quarters
BONDBLOXX BLOOMBERG SIX MO
8.6% weight
Held 9 quarters
ISHARES 0-3 MONTH TREASURY
7.7% weight
Held 8 quarters
VANGUARD S&P 500 ETF - ETF
6.8% weight
Held 10 quarters
STATE STREET SPDR PORTFOLI
9 quarters accumulating
VANGUARD SMALL-CAP ETF - E
9 quarters accumulating
STATE STREET SPDR PORTFOLI
9 quarters accumulating
VANGUARD REIT INDEX ETF -
9 quarters accumulating
$IVZ9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryReal EstateEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
BNY MELLON US LARGE CAP CORE EQUITY ETF - ETF
—Quality
$34.5M343,702 shSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF
—Quality
$32.5M884,654 shBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF - ETF
—Quality
$25.1M498,806 shISHARES 0-3 MONTH TREASURY BOND ETF - ETF
—Quality
$22.5M274,586 shVANGUARD S&P 500 ETF - ETF
—Quality
$19.9M340,560 shISHARES S&P 500 INDEX - ETF
—Quality
$15.5M20,687 shVANGUARD SMALL-CAP ETF - ETF
—Quality
$13.6M120,569 shVANGUARD MID CAP - ETF
—Quality
$13.2M229,896 shSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF
—Quality
$12.8M337,825 shVANGUARD REIT INDEX ETF - ETF
—Quality
$11.0M163,751 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF - ETF | — | $34.5M | 343,702 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | — | $32.5M | 884,654 |
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF - ETF | — | $25.1M | 498,806 |
| ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $22.5M | 274,586 |
| VANGUARD S&P 500 ETF - ETF | — | $19.9M | 340,560 |
| ISHARES S&P 500 INDEX - ETF | — | $15.5M | 20,687 |
| VANGUARD SMALL-CAP ETF - ETF | — | $13.6M | 120,569 |
| VANGUARD MID CAP - ETF | — | $13.2M | 229,896 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | — | $12.8M | 337,825 |
| VANGUARD REIT INDEX ETF - ETF | — | $11.0M | 163,751 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JDM Financial Group LLC's 332 positions.
Showing top 10 of 332 holdings.
Sector Allocation
Other
$277.5M
Technology
$9.3M
Financials
$2.5M
Consumer Discretionary
$969,569
Real Estate
$807,548
Energy
$562,083
Industrials
$429,480
Healthcare
$379,581
Top Holdings — JDM Financial Group LLC (Q2 2026)
Top 150 of 332 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | BNY MELLON US LARGE CAP CORE EQUITY ETF - ETF | $34.5M | 11.8% | +31% | — |
| 2 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $32.5M | 11.1% | +19% | — |
| 3 | — | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF - ETF | $25.1M | 8.6% | -6% | — |
| 4 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $22.5M | 7.7% | -3% | — |
| 5 | — | VANGUARD S&P 500 ETF - ETF | $19.9M | 6.8% | +13% | — |
| 6 | — | ISHARES S&P 500 INDEX - ETF | $15.5M | 5.3% | -1% | — |
| 7 | — | VANGUARD SMALL-CAP ETF - ETF | $13.6M | 4.6% | +28% | — |
| 8 | — | VANGUARD MID CAP - ETF | $13.2M | 4.5% | +172% | — |
| 9 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $12.8M | 4.4% | +9% | — |
| 10 | — | VANGUARD REIT INDEX ETF - ETF | $11.0M | 3.8% | +16% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $6.6M | 2.3% | +1% | — |
| 12 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $6.4M | 2.2% | +693% | — |
| 13 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $6.1M | 2.1% | +59% | — |
| 14 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $5.7M | 2.0% | +4% | — |
| 15 |  $AAPL | Apple Inc. | $5.6M | 1.9% | -0% | 76.4 |
| 16 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY - ETF | $5.1M | 1.8% | -0% | — |
| 17 | — | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF - ETF | $4.3M | 1.5% | NEW | — |
| 18 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $4.3M | 1.5% | +8% | — |
| 19 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $3.6M | 1.2% | +0% | — |
| 20 | — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY - ETF | $3.1M | 1.1% | -1% | — |
| 21 | — | ISHARES CORE MSCI EAFE ETF - ETF | $2.8M | 1.0% | +24% | — |
| 22 | — | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF - ETF | $2.2M | 0.7% | +2% | — |
| 23 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $2.1M | 0.7% | +0% | — |
| 24 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY - ETF | $1.9M | 0.6% | NEW | — |
| 25 | — | ISHARES S&P 500 GROWTH ETF - ETF | $1.6M | 0.5% | +1035% | — |
| 26 | $IVZ | Invesco Ltd. | $1.5M | 0.5% | -37% | — |
| 27 | — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY - ETF | $1.4M | 0.5% | -1% | — |
| 28 |  $NVDA | NVIDIA CORP | $1.4M | 0.5% | -18% | 85.9 |
| 29 | — | TECHNOLOGY SELECT SECTOR SPDR - ETF | $1.2M | 0.4% | +22% | — |
| 30 | — | SCHWAB INTERMEDIATE-TERM US TREASURY ETF - ETF | $1.2M | 0.4% | -47% | — |
| 31 | — | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY - ETF | $1.1M | 0.4% | -1% | — |
| 32 | — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY - ETF | $1.1M | 0.4% | -1% | — |
| 33 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $1.1M | 0.4% | -2% | — |
| 34 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $1.1M | 0.4% | +1% | — |
| 35 | — | ISHARES RUSSELL 2000 ETF - ETF | $928,252 | 0.3% | -0% | — |
| 36 | — | SPDR DOW JONES INDUSTRIAL ETF - ETF | $786,121 | 0.3% | +0% | — |
| 37 |  $SPG | SIMON PROPERTY GROUP INC. | $753,637 | 0.3% | +0% | 76.7 |
| 38 | — | SCHWAB SHORT-TERM US TREASURY ETF - ETF | $744,552 | 0.3% | -26% | — |
| 39 |  $GOOG | Alphabet Inc. | $699,243 | 0.2% | +0% | 78.2 |
| 40 | — | ISHARES MSCI EAFE ETF - ETF | $670,897 | 0.2% | +0% | — |
| 41 |  $AMZN | AMAZON COM INC | $631,124 | 0.2% | +2% | 68.7 |
| 42 | — | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF - ETF | $627,908 | 0.2% | -14% | — |
| 43 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $557,131 | 0.2% | +0% | — |
| 44 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $490,207 | 0.2% | +0% | — |
| 45 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $484,601 | 0.2% | -97% | — |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $479,340 | 0.2% | +0% | 57.9 |
| 47 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $417,240 | 0.1% | -39% | — |
| 48 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $362,742 | 0.1% | +0% | — |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $358,780 | 0.1% | +0% | 73.8 |
| 50 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $353,462 | 0.1% | -6% | — |
| 51 | — | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY - ETF | $347,805 | 0.1% | +0% | — |
| 52 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | $329,564 | 0.1% | NEW | — |
| 53 | — | VANGUARD GROWTH ETF - ETF | $310,104 | 0.1% | +500% | — |
| 54 | — | ISHARES MSCI WORLD ETF - ETF | $295,246 | 0.1% | +0% | — |
| 55 | — | VANGUARD VALUE ETF - ETF | $292,186 | 0.1% | +0% | — |
| 56 |  $MSFT | MICROSOFT CORP | $269,671 | 0.1% | +14% | 79.8 |
| 57 |  $GOOGL | Alphabet Inc. | $230,470 | 0.1% | +18% | 78.2 |
| 58 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $221,125 | 0.1% | +0% | — |
| 59 | — | AVANTIS CORE FIXED INCOME ETF - ETF | $211,554 | 0.1% | -52% | — |
| 60 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF | $211,536 | 0.1% | -1% | — |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $205,803 | 0.1% | +0% | 66.2 |
| 62 |  $AVGO | Broadcom Inc. | $196,386 | 0.1% | +0% | 84.5 |
| 63 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $192,360 | 0.1% | -16% | — |
| 64 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $186,535 | 0.1% | +421% | — |
| 65 | — | AVANTIS SHORT-TERM FIXED INCOME ETF - ETF | $180,696 | 0.1% | -19% | — |
| 66 |  $ABNB | Airbnb, Inc. | $170,861 | 0.1% | +0% | 71 |
| 67 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $159,836 | 0.1% | +0% | — |
| 68 | — | SCHWAB U.S. REIT ETF - ETF | $148,047 | 0.1% | -4% | — |
| 69 |  $CAH | CARDINAL HEALTH INC | $145,387 | 0.1% | +0% | 62.4 |
| 70 | — | ISHARES RUSSELL 2000 VALUE - ETF | $144,886 | 0.1% | +0% | — |
| 71 |  $TSLA | Tesla, Inc. | $142,163 | 0.1% | +0% | 53.9 |
| 72 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $139,955 | 0.1% | +0% | — |
| 73 |  $META | Meta Platforms, Inc. | $135,749 | 0.1% | +0% | 79.6 |
| 74 |  $SRE | SEMPRA | $129,794 | 0.0% | +0% | 41.9 |
| 75 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $122,738 | 0.0% | +0% | — |
| 76 |  $GE | GENERAL ELECTRIC CO | $115,217 | 0.0% | +0% | 73.8 |
| 77 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $111,974 | 0.0% | +0% | — |
| 78 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH - ETF | $111,734 | 0.0% | +0% | — |
| 79 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETF | $107,393 | 0.0% | +0% | — |
| 80 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - ETF | $104,409 | 0.0% | +0% | — |
| 81 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY - ETF | $92,751 | 0.0% | +0% | — |
| 82 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $87,338 | 0.0% | +0% | — |
| 83 |  $BA | BOEING CO | $85,506 | 0.0% | +0% | 61.6 |
| 84 |  $GEV | GE Vernova Inc. | $84,590 | 0.0% | +0% | 81.1 |
| 85 | — | VANGUARD LARGE-CAP ETF - ETF | $82,882 | 0.0% | +0% | — |
| 86 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $82,860 | 0.0% | +0% | — |
| 87 |  $GILD | GILEAD SCIENCES, INC. | $81,653 | 0.0% | +1% | 57.4 |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $80,910 | 0.0% | +0% | 73.5 |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $79,531 | 0.0% | -90% | — |
| 90 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST - ETF | $77,771 | 0.0% | +0% | — |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $75,538 | 0.0% | NEW | 72.3 |
| 92 | — | VANGUARD EUROPEAN - ETF | $75,525 | 0.0% | +173% | — |
| 93 | — | VANGUARD S&P 500 GROWTH ETF - ETF | $75,388 | 0.0% | +613% | — |
| 94 |  $WMT | Walmart Inc. | $74,448 | 0.0% | +0% | 60.2 |
| 95 |  $AMGN | AMGEN INC | $72,424 | 0.0% | +0% | 79.2 |
| 96 | — | ISHARES MSCI EAFE SMALL CAP ETF - ETF | $71,986 | 0.0% | +0% | — |
| 97 | — | PACER US CASH COWS 100 ETF - ETF | $67,238 | 0.0% | NEW | — |
| 98 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - ETF | $67,123 | 0.0% | -37% | — |
| 99 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF | $66,962 | 0.0% | +0% | — |
| 100 | — | ISHARES SELECT U.S. REIT ETF - ETF | $66,277 | 0.0% | +0% | — |
| 101 |  $JNJ | JOHNSON & JOHNSON | $65,524 | 0.0% | +0% | 69 |
| 102 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $63,364 | 0.0% | +0% | — |
| 103 |  $GLD | SPDR GOLD TRUST | $62,993 | 0.0% | +0% | — |
| 104 |  $DOV | DOVER Corp | $59,170 | 0.0% | +0% | 58.1 |
| 105 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $56,536 | 0.0% | +0% | — |
| 106 |  $GBTC | Grayscale Bitcoin Trust ETF | $53,850 | 0.0% | +0% | — |
| 107 | — | ENERGY SELECT SECTOR SPDR - ETF | $53,535 | 0.0% | +0% | — |
| 108 |  $AMD | ADVANCED MICRO DEVICES INC | $51,701 | 0.0% | +0% | 79.8 |
| 109 |  $V | VISA INC. | $48,333 | 0.0% | +0% | 82.9 |
| 110 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $47,710 | 0.0% | +141% | — |
| 111 |  $CSCO | CISCO SYSTEMS, INC. | $46,984 | 0.0% | +0% | 70.3 |
| 112 |  $EQIX | EQUINIX INC | $46,908 | 0.0% | +0% | 59 |
| 113 |  $PLTR | Palantir Technologies Inc. | $45,268 | 0.0% | +21% | 84.6 |
| 114 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | $44,415 | 0.0% | +0% | — |
| 115 | — | ISHARES MSCI INDIA ETF - ETF | $44,256 | 0.0% | +159% | — |
| 116 |  $CVX | CHEVRON CORP | $44,092 | 0.0% | +0% | 62.8 |
| 117 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $41,960 | 0.0% | +0% | — |
| 118 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF | $39,501 | 0.0% | NEW | — |
| 119 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | $39,496 | 0.0% | +0% | — |
| 120 | — | SCHWAB U.S. SMALL-CAP ETF - ETF | $38,623 | 0.0% | +0% | — |
| 121 |  $WFC | WELLS FARGO & COMPANY/MN | $38,428 | 0.0% | +0% | 61.8 |
| 122 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $38,313 | 0.0% | +0% | — |
| 123 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | $38,262 | 0.0% | +0% | — |
| 124 | — | SCHWAB MUNICIPAL BOND ETF - ETF | $38,214 | 0.0% | +0% | — |
| 125 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $38,159 | 0.0% | +0% | — |
| 126 | — | VANECK HIGH YIELD MUNI ETF - ETF | $38,014 | 0.0% | +0% | — |
| 127 | — | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | $37,303 | 0.0% | +73% | — |
| 128 |  $BIDU | Baidu, Inc. | $37,144 | 0.0% | +0% | 27 |
| 129 | — | ISHARES TR S&P 100 INDEX FUND - ETF | $36,587 | 0.0% | +0% | — |
| 130 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $36,471 | 0.0% | NEW | — |
| 131 |  $BAX | BAXTER INTERNATIONAL INC | $35,071 | 0.0% | +0% | 50.1 |
| 132 | — | ISHARES MSCI JAPAN ETF - ETF | $34,603 | 0.0% | NEW | — |
| 133 | — | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF - ETF | $33,921 | 0.0% | NEW | — |
| 134 | — | ISHARES S&P U.S. PREFERRED STOCK ETF - ETF | $33,539 | 0.0% | -22% | — |
| 135 | — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST - ETF | $33,339 | 0.0% | +0% | — |
| 136 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | $32,988 | 0.0% | NEW | — |
| 137 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | $32,901 | 0.0% | NEW | — |
| 138 | — | STATE STREET SPDR ICE PREFERRED SECURITIES ETF - ETF | $32,514 | 0.0% | -21% | — |
| 139 | — | VANGUARD FINANCIALS ETF - ETF | $31,584 | 0.0% | +0% | — |
| 140 | — | ISHARES RUSSELL 3000 ETF - ETF | $31,074 | 0.0% | +0% | — |
| 141 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF | $30,239 | 0.0% | -95% | — |
| 142 |  $STT | STATE STREET CORP | $30,155 | 0.0% | +0% | 71.5 |
| 143 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $29,546 | 0.0% | +0% | — |
| 144 |  $MU | MICRON TECHNOLOGY INC | $28,857 | 0.0% | -89% | 86.2 |
| 145 |  $ONDS | Ondas Inc. | $28,428 | 0.0% | NEW | 56.4 |
| 146 | $IVZ | Invesco Ltd. | $26,306 | 0.0% | +2% | — |
| 147 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $26,114 | 0.0% | +0% | — |
| 148 | — | DIREXION DAILY TECHNOLOGY BULL 3X ETF - ETF | $24,230 | 0.0% | -31% | — |
| 149 | — | VANGUARD HEALTH CARE ETF - ETF | $23,921 | 0.0% | +0% | — |
| 150 | — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY - ETF | $23,801 | 0.0% | +0% | — |
New Positions (20)
T. ROWE PRICE ULTRA SHORT-TERM BOND ETF - ETF$4.3M
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY - ETF$1.9M
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF$329,564
$AMAT APPLIED MATERIALS INC /DE$75,538 PACER US CASH COWS 100 ETF - ETF$67,238
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF$39,501
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF$36,471
ISHARES MSCI JAPAN ETF - ETF$34,603
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF - ETF$33,921
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF$32,988
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF$32,901
$ONDS Ondas Inc.$28,428 STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF$23,799
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF$23,033
VANGUARD CONSUMER STAPLES ETF - ETF$14,657
Exited Positions (7)
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF - ETF
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF - ETF
SCHWAB 1-5 YEAR CORPORATE BOND ETF - ETF
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY - ETF
$HON HONEYWELL INTERNATIONAL INC
$UBER Uber Technologies, Inc
$HOLX HOLOGIC INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: JDM Financial Group LLC
13F Pro is an AI hedge fund tracker and stock research platform. For JDM Financial Group LLC (SEC CIK: 1960212), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in JDM Financial Group LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.