Jdm Financial Group LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Us Large Cap with a value of $29.9B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $26.6B, Vanguard Index Fds S&P 500 ETF with a value of $24.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $23.1B, and Ishares Core S&P 500 ETF with a value of $14.9B.
Examining the 13F form we can see an increase of $26.7B in the current position value, from $212B to 239B.
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
$239 Billion
ETFs: $195 Billion
Technology: $7.88 Billion
Consumer Defensive: $2.37 Billion
Consumer Cyclical: $1.01 Billion
Communication Services: $933 Million
Real Estate: $758 Million
Financial Services: $717 Million
Healthcare: $524 Million
Other: $991 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
