Institutional Investor · CIK 0001960212
JDM FINANCIAL GROUP LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
312
Total Value
$259.00M
Total Shares
3.91M
Latest Filing
May 21, 2026
CIK
0001960212
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
BNY Mellon US Large…(BKLC) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 263,197 | $30.45M | 0.7146% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 744,083 | $26.84M | 0.0955% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 532,397 | $26.80M | 1.4123% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 283,950 | $23.53M | 0.0336% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 300,823 | $17.95M | 0.0129% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 20,997 | $13.71M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 94,414 | $11.97M | 0.0154% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 84,539 | $11.90M | 0.0031% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 310,231 | $11.70M | 0.0905% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 140,723 | $9.96M | 0.0195% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 8,838 | $5.75M | 0.0009% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-21 | 19,310 | $4.90M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 104,059 | $4.80M | 0.4142% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 46,192 | $4.52M | 0.0104% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 64,864 | $3.67M | 0.0113% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 53,935 | $3.46M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 40,693 | $3.11M | 73.9873% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 82,989 | $3.01M | 1.9596% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 87,999 | $2.19M | 0.0167% | SH | — | View | |
iShares Core MSCI EAFE…(IEFA) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 23,667 | $2.14M | 0.0013% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 40,367 | $1.99M | 0.2531% | SH | — | View | |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 7,909 | $1.88M | 0.0028% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 34,563 | $1.87M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 35,597 | $1.63M | 0.1571% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 32,626 | $1.56M | 0.8282% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 8,425 | $1.47M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 30,733 | $1.28M | 0.4217% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 31,713 | $1.08M | 0.7289% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 19,476 | $1.04M | 0.3754% | SH | — | View | |
| Financial Services | Asset Management - Leveraged | 2026-03-31 | 2026-05-21 | 41,449 | $1.01M | 0.0080% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 13,990 | $975.82K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 39,187 | $969.87K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-21 | 15,876 | $803.47K | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 3,103 | $769.58K | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 14,350 | $725.46K | 0.2544% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,505 | $697.03K | 0.0018% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 5,856 | $694.51K | 0.0037% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 5,014 | $666.34K | 0.0009% | SH | — | View | |
iShares iBonds Dec 2026…(IBDR) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 27,134 | $657.74K | 0.0181% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,093 | $630.79K | 0.1122% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 6,458 | $627.30K | 0.0009% | SH | — | View | |
| Real Estate | REIT - Retail | 2026-03-31 | 2026-05-21 | 3,361 | $626.87K | 0.0010% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-21 | 3,506 | $594.83K | 0.0001% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 1,957 | $562.62K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-21 | 2,608 | $543.17K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 8,144 | $462.50K | 0.0019% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 26,960 | $451.22K | 0.0695% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-21 | 10,658 | $442.74K | 0.0241% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 2,234 | $428.50K | 0.0009% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-21 | 717 | $343.59K | 0.0000% | SH | — | View |
FT Cboe Vest U.S.…(DJAN) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 7,640 | $324.93K | 0.0950% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 6,537 | $315.86K | 0.0023% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,341 | $263.03K | 0.0001% | SH | — | View |
iShares MSCI World ETF(URTH) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,457 | $262.29K | 0.0037% | SH | — | View |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 600 | $262.07K | 0.0000% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-21 | 635 | $235.05K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-21 | 4,768 | $223.15K | 0.0327% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 220 | $219.22K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 7,759 | $198.94K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 3,159 | $187.08K | 0.0012% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 519 | $160.54K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 552 | $158.35K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 2,088 | $155.24K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 645 | $154.79K | 0.0008% | SH | — | View | |
Airbnb, Inc.(ABNB) | Consumer Cyclical | Travel Services | 2026-03-31 | 2026-05-21 | 1,194 | $150.78K | 0.0002% | SH | — | View |
Schwab U.S. REIT ETF(SCHH) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 6,530 | $140.33K | 0.0016% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 241 | $137.87K | 0.0000% | SH | — | View |
Sempra(SRE) | Utilities | Diversified Utilities | 2026-03-31 | 2026-05-21 | 1,400 | $136.04K | 0.0002% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-03-31 | 2026-05-21 | 612 | $129.32K | 0.0003% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-21 | 338 | $125.65K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 655 | $124.18K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,815 | $122.57K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 777 | $115.03K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 996 | $112.66K | 0.0002% | SH | — | View | |
iShares iBonds Dec 2030…(IBDV) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 4,883 | $106.90K | 0.0035% | SH | — | View |
Innovator S&P 500 Power…(PMAR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 2,339 | $104.37K | 0.0146% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-21 | 4,012 | $99.20K | 0.0130% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 755 | $93.85K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,898 | $91.98K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 696 | $91.94K | 0.0028% | SH | — | View | |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-03-31 | 2026-05-21 | 642 | $89.51K | 0.0001% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 308 | $87.48K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 2,154 | $86.38K | 0.0123% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 657 | $81.69K | 0.0000% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 235 | $79.39K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 369 | $79.38K | 0.0001% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 395 | $78.62K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 341 | $74.08K | 0.0001% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 171 | $73.58K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,704 | $72.80K | 0.0087% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 241 | $72.02K | 0.0001% | SH | — | View | |
Amgen Inc.(AMGN) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 200 | $70.37K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 875 | $68.61K | 0.0005% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-21 | 80 | $67.68K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 434 | $63.27K | 0.0005% | SH | — | View | |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 258 | $63.07K | 0.0000% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-03-31 | 2026-05-21 | 72 | $62.85K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-03-31 | 2026-05-21 | 1,183 | $62.41K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 1,008 | $61.75K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 980 | $60.65K | 0.0032% | SH | — | View |
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