Jdm Financial Group LLC Portfolio Holdings

Jdm Financial Group LLC

  • $212 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.4 Billion 17.63% of portfolio
65,784
Q2 2025 Reduced 1.23%
$0
$27.8 Billion 13.14% of portfolio
235,158
Q2 2025 Added 10.22%
$0
$17.1 Billion 8.08% of portfolio
422,738
Q2 2025 Added 4.37%
$0
$15.2 Billion 7.15% of portfolio
24,404
Q2 2025 Reduced 0.13%
-
$12.7 Billion 5.99% of portfolio
-
Q2 2025 Reduced 28.43%
$0
$11.5 Billion 5.43% of portfolio
41,139
Q2 2025 Added 2.78%
$0
$10.8 Billion 5.1% of portfolio
45,621
Q2 2025 Added 3.28%
$0
$8.58 Billion 4.05% of portfolio
200,763
Q2 2025 Added 5.39%
$0
$6.27 Billion 2.96% of portfolio
70,441
Q2 2025 Added 2.8%
$0
$5.76 Billion 2.72% of portfolio
9,318
Q2 2025 Added 0.01%
$0
$4.62 Billion 2.18% of portfolio
48,480
Q2 2025 Added 1.56%
$3.69T
$4.07 Billion 1.92% of portfolio
19,836
Q2 2025 Added 0.1%
$0
$4 Billion 1.89% of portfolio
39,722
Q2 2025 Reduced 7.41%
$0
$3.44 Billion 1.62% of portfolio
65,699
Q2 2025 Reduced 0.07%
$0
$3.44 Billion 1.62% of portfolio
47,325
Q2 2025 Reduced 2.02%
$0
$3.22 Billion 1.52% of portfolio
56,469
Q2 2025 Reduced 0.05%
$0
$2.01 Billion 0.95% of portfolio
40,702
Q2 2025 Reduced 0.69%
$0
$1.92 Billion 0.91% of portfolio
40,843
Q2 2025 Added 0.3%
$0
$1.91 Billion 0.9% of portfolio
22,900
Q2 2025 Added 1.11%
$0
$1.84 Billion 0.87% of portfolio
48,466
Q2 2025 Reduced 1.27%
$0
$1.77 Billion 0.84% of portfolio
7,814
Q2 2025 Added 60.55%
$456B
$1.75 Billion 0.83% of portfolio
10,369
Q2 2025 Added 0.24%
$0
$1.73 Billion 0.81% of portfolio
42,779
Q1 2025 New
$0
$1.33 Billion 0.63% of portfolio
2,403
Q1 2025 Added 2.26%
Bondbloxx Irm Tax Aware Short Duration ETF
-
$986 Million 0.47% of portfolio
-
Q2 2025 Reduced 32.72%
$0
$910 Million 0.43% of portfolio
37,508
Q2 2025 Reduced 14.82%
$0
$853 Million 0.4% of portfolio
21,447
Q2 2024 New
$0
$766 Million 0.36% of portfolio
12,765
Q2 2025 Reduced 0.85%
$0
$705 Million 0.33% of portfolio
3,269
Q2 2025 Added 0.03%
$0
$652 Million 0.31% of portfolio
12,873
Q2 2025 Reduced 19.18%
$0
$629 Million 0.3% of portfolio
1,428
Q1 2025 Reduced 4.16%
$0
$597 Million 0.28% of portfolio
6,681
Q1 2025 Reduced 5.31%
$55.4B
$540 Million 0.25% of portfolio
3,357
Q2 2025 Added 30.98%
$2.26T
$514 Million 0.24% of portfolio
2,345
Q2 2025 Added 1.52%
Innovator International Developed Power Buffer ETF February
-
$489 Million 0.23% of portfolio
-
Q2 2025 Reduced 1.27%
$0
$459 Million 0.22% of portfolio
1,814
Q2 2025 Added 12.88%
$0
$435 Million 0.21% of portfolio
17,799
Q2 2025 Added 12.64%
$0
$446 Million 0.21% of portfolio
2,441
Q2 2025 Reduced 14.95%
$0
$408 Million 0.19% of portfolio
8,462
Q2 2025 Reduced 4.1%
$442B
$378 Million 0.18% of portfolio
3,506
Q4 2024 Reduced 1.3%
$1.21T
$380 Million 0.18% of portfolio
2,154
Q1 2025 Added 1.7%
$0
$390 Million 0.18% of portfolio
689
Q1 2025 Reduced 3.5%
$621B
$360 Million 0.17% of portfolio
742
Q1 2025 Reduced 4.01%
$3.95T
$363 Million 0.17% of portfolio
730
Q1 2025 Added 4.43%
$0
$326 Million 0.15% of portfolio
744
Q4 2023 Reduced 18.33%
$0
$289 Million 0.14% of portfolio
1,635
Q1 2025 Reduced 0.85%
$0
$284 Million 0.13% of portfolio
6,663
Q2 2025 Added 0.02%
$0
$282 Million 0.13% of portfolio
1,493
Q2 2025 Added 0.07%
$0
$247 Million 0.12% of portfolio
1,457
Q4 2024 Reduced 27.69%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $212 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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