account_balance

Investment manager · 13F filer · SEC CIK 1314404

JMG Financial Group, Ltd.

Reported value$4.21Bas of Sep 30, 2026
Positions141 9 new, 5 sold out
Top 10 weight77.4%VOO alone is 24%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 23.8% Held
VO Vanguard Index FDS 10.7% Held
VEA Vanguard Tax-Managed FDS 10.5% Held
DFSV Dfa Invt Dimensions Group In 5.7% Held
SCHX Schwab Strategic Tr 5.7% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 4.7% Held
DFIC Dimensional ETF Trust 4.7% Added +6%
DFGR Dimensional ETF Trust 4.6% Added +7%
VWO Vanguard Intl Equity Index F 4.2% Added +3%
SCHF Schwab Strategic Tr 2.6% Held
SCHM Schwab Strategic Tr 2.4% Held
IWR iShares Tr 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • PMBS $15.9M
  • VCRM $1.66M
  • VGT $645K
  • VPLS $590K
arrow_upwardAdded
  • PYLD +290%
  • DFGX +170%
  • DFGR +7%
  • IWB +6%
arrow_downwardTrimmed
  • VNQ −7%
  • SCHX −4%
  • SCHE −3%
  • VNQI −3%
remove_circleSold out
  • GRNY $768K
  • DLN $376K
  • IEI $352K
  • NEE $213K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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