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Jdm Financial Group - Q1 2026 13F Filings

JD

Jdm Financial Group LLC

CIK: 0001960212
Address: Texas Austin 1108 Lavaca St., Suite 110-523
$259.35 M
Portfolio Value
318
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/21/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BKLC Bny Mellon Us Large Cap Core Equity Etf
+$5.39 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
+$4.6 M
3. SPDW Spdr Portfolio Developed World Ex-Us Etf
+$3.23 M
4. SPEM Spdr Portfolio Emerging Markets Etf
+$682,519.95
5. SCHF Schwab International Equity Etf
+$602,656.75

Top Sells

Q1 2026
1. VOO Vanguard S&P 500 Etf
−$5.6 M
2. XTEN Bondbloxx Bbg 10Y Us Tsy Etf
−$1.34 M
3. SCHR Schwab Intermediate-Term Us Treasury Etf
−$1.19 M
4. XHLF Bondbloxx Bbg 6 Mth Us Treas
−$1 M
5. XSVN Bondbloxx Bbg 7 Yr Us Treas
−$843,975.53

Asset Allocation

Stocks/ETFs
+0.69%
$259 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.24%
$355,216 0.14%

Sector Allocation (Stocks)

Jdm Financial Group Q1 2026 Filing Summary

Jdm Financial Group LLC filed its 13F report for Q1 2026 on May 21, 2026. The portfolio totaled 259.35 M reflecting a +0.69% change from the prior quarter, spanning 318 assets. The top 10 holdings comprised 71.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 73 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Jdm Financial Group’s Q1 2026 Filing

Jdm Financial Group submitted their Form 13F-HR for the Q1 2026 period on 05/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Jdm Financial Group reported a managed portfolio value of 259.35 M, consisting of 318 individual positions.

This page displays the raw filing documents. To see which stocks Jdm Financial Group bought or sold during Q1 2026, please visit Jdm Financial Group's Portfolio Analysis page.