Jdm Financial Group LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $37.4B, Bny Mellon ETF Tr Us Large Cap with a value of $27.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $17.1B, Ishares Core S&P 500 ETF with a value of $15.2B, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $12.7B.
Examining the 13F form we can see an increase of $14.9B in the current position value, from $197B to 212B.
Jdm Financial Group LLC is based out at Encino, CA
Below you can find more details about Jdm Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$212 Billion
ETFs: $184 Billion
Technology: $6.6 Billion
Consumer Defensive: $2.25 Billion
Consumer Cyclical: $973 Million
Financial Services: $674 Million
Communication Services: $609 Million
Real Estate: $581 Million
Healthcare: $527 Million
Other: $889 Million
Stock Holdings Table Market Cap. of $200 Billions or more
