account_balance

Investment manager · 13F filer · SEC CIK 2106874

Juno Financial Group LLC

Reported value$286Mas of Sep 30, 2026
Positions72 2 new, 3 sold out
Top 10 weight63.2%VXUS alone is 10%
FiledOct 2727 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
VXUS Vanguard Star FDS 10.2% Held
VYM Vanguard Whitehall FDS 9.1% Added +4%
VIG Vanguard Specialized Funds 8.4% Added +2%
JBND J P Morgan Exchange Traded F 8.3% New
GOVT iShares Tr 7.2% Added +2%
RDVY First Tr Exchange Traded Fd 6.0% Trimmed −3%
SCHG Schwab Strategic Tr 5.6% Held
JPLD J P Morgan Exchange Traded F 3.5% Added +8%
MSFT Microsoft Corp 2.7% Held
IBTG iShares Tr 2.2% Held
FPE First Tr Exch Traded Fd III 2.2% Added +4%
PANW Palo Alto Networks Inc 2.1% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • JBND $23.7M
  • BWXT $699K
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHD −24%
  • JMUB −7%
  • PANW −6%
  • LLY −4%
remove_circleSold out
  • FBND $24.3M
  • SO $208K
  • GEV $202K

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.

This is data, not investment advice. About StockToast · Your watchlist