account_balance
Investment manager · 13F filer · SEC CIK 1960212
JDM Financial Group LLC
Reported value$293Mas of Jun 30, 2026
Positions332 22 new, 8 sold out
Top 10 weight68.4%BKLC alone is 12%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BKLCBny Mellon US Large Cap Core Equity ETF
11.8%Added +31%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
11.1%Added +19%
XHLFBondbloxx Bloomberg Six Month Target Duration US Treasury ETF
8.6%Trimmed −6%
SGOViShares 0-3 Month Treasury Bond ETF
7.7%Trimmed −3%
VOOVanguard S&P 500 ETF
6.8%Added +13%
IVViShares S&P 500 Index
5.3%
VBVanguard Small-Cap ETF
4.6%Added +28%
VOVanguard Mid Cap
4.5%Trimmed −32%
SPEMState Street SPDR Portfolio Emerging Markets ETF
4.4%Added +9%
VNQVanguard REIT Index ETF
3.8%+16%
SPYSPDR S&P 500 ETF Trust
2.3%
JPSTJPMorgan Ultra-Short Income ETF
2.2%+693%
BKLCBny Mellon US Large Cap Core Equity ETF
11.8%Added +31%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
11.1%Added +19%
XHLFBondbloxx Bloomberg Six Month Target Duration US Treasury ETF
8.6%
SGOViShares 0-3 Month Treasury Bond ETF
7.7%
VOOVanguard S&P 500 ETF
6.8%+13%
IVViShares S&P 500 Index
5.3%
VBVanguard Small-Cap ETF
4.6%
VOVanguard Mid Cap
4.5%
SPEM4.4%
VNQ3.8%
SPY2.3%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
BKLC Bny Mellon US Large Cap Core Equity ETF 11.8% Added +31%
SPDW State Street SPDR Portfolio Developed World Ex-US ETF 11.1% Added +19%
XHLF Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF 8.6% Trimmed −6%
SGOV iShares 0-3 Month Treasury Bond ETF 7.7% Trimmed −3%
VOO Vanguard S&P 500 ETF 6.8% Added +13%
IVV iShares S&P 500 Index 5.3% Held
VB Vanguard Small-Cap ETF 4.6% Added +28%
VO Vanguard Mid Cap 4.5% Trimmed −32%
SPEM State Street SPDR Portfolio Emerging Markets ETF 4.4% Added +9%
VNQ Vanguard REIT Index ETF 3.8% Added +16%
SPY SPDR S&P 500 ETF Trust 2.3% HeldJPST JPMorgan Ultra-Short Income ETF 2.2% Added +693%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- TBUX $4.29M
- DDFJ $1.88M
- IBDU $330K
- AMAT $75.5K
arrow_upwardAdded
- IVW +1035%
- JPST +693%
- VEA +59%
- BKLC +31%
arrow_downwardTrimmed
- SCHR −47%
- QQQM −37%
- VO −32%
- SCHO −26%
remove_circleSold out
- XTEN $1.63M
- XSVN $1.56M
- SCHJ $99.2K
- PMAY $59.9K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.