account_balance

Investment manager · 13F filer · SEC CIK 1707975

Jordan Park Group LLC

Reported value$2Bas of Sep 30, 2026
Positions66 2 new, 4 sold out
Top 10 weight79.0%IEMG alone is 29%
FiledNov 637 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
IEMG iShares Inc 29.1% Held
XLV Select Sector SPDR Tr 11.8% Held
VONE Vanguard Scottsdale FDS 8.7% Added +16%
GOVT iShares Tr 7.9% Trimmed −15%
SPY SPDR S&P 500 ETF Trust 5.7% Held
IEFA iShares Tr 3.9% Added +18%
EWT iShares Inc 3.9% Held
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.0% Held
IWB iShares Tr 2.6% Held
BND Vanguard Bd Index FDS 2.4% Added +17%
VTEB Vanguard Mun Bd FDS 2.2% Added +40%
HEFA iShares Tr 2.0% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • VT $1.54M
  • AVEM $1.01M
arrow_upwardAdded
  • IVV +753%
  • VOTE +382%
  • EZA +343%
  • BIL +137%
arrow_downwardTrimmed
  • MCHI −22%
  • GOVT −15%
  • VOO −12%
  • HEFA −10%
remove_circleSold out
  • RSP $3.66M
  • HYD $1M
  • DGRO $628K
  • IWN $364K

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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