Jdm Financial Group LLC Portfolio Holdings

Jdm Financial Group LLC

  • $239 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.9 Billion 12.52% of portfolio
232,605
Q3 2025 Reduced 1.09%
-
$26.6 Billion 11.14% of portfolio
-
Q3 2025 Added 109.1%
$0
$24.3 Billion 10.19% of portfolio
58,199
Q3 2025 Reduced 11.53%
$0
$23.1 Billion 9.68% of portfolio
546,710
Q3 2025 Added 29.33%
$0
$14.9 Billion 6.25% of portfolio
22,290
Q3 2025 Reduced 8.66%
$0
$11.9 Billion 4.97% of portfolio
131,377
Q3 2025 Added 86.51%
$0
$11.2 Billion 4.69% of portfolio
41,175
Q3 2025 Added 0.09%
$0
$10.9 Billion 4.59% of portfolio
46,027
Q3 2025 Added 0.89%
$0
$10.9 Billion 4.57% of portfolio
108,179
Q3 2025 Added 172.34%
$0
$9.68 Billion 4.06% of portfolio
208,948
Q3 2025 Added 4.08%
$0
$5.95 Billion 2.49% of portfolio
8,932
Q3 2025 Reduced 4.14%
$4.3T
$5.06 Billion 2.12% of portfolio
19,889
Q3 2025 Added 0.27%
$0
$4.78 Billion 2.0% of portfolio
45,702
Q3 2025 Reduced 5.73%
$0
$3.58 Billion 1.5% of portfolio
64,750
Q3 2025 Reduced 1.44%
$0
$3.29 Billion 1.38% of portfolio
54,882
Q3 2025 Reduced 2.81%
$0
$3.3 Billion 1.38% of portfolio
42,088
Q3 2025 Reduced 11.07%
$0
$2.09 Billion 0.88% of portfolio
38,667
Q3 2025 Reduced 5.0%
$0
$2.06 Billion 0.86% of portfolio
42,108
Q3 2025 Added 3.1%
$0
$1.99 Billion 0.83% of portfolio
22,757
Q3 2025 Reduced 0.62%
$465B
$1.92 Billion 0.8% of portfolio
9,701
Q3 2025 Reduced 6.44%
$0
$1.84 Billion 0.77% of portfolio
46,312
Q3 2025 Reduced 4.44%
$0
$1.8 Billion 0.76% of portfolio
42,779
Q1 2025 New
$0
$1.58 Billion 0.66% of portfolio
6,387
Q3 2025 Reduced 18.26%
$0
$1.44 Billion 0.6% of portfolio
12,039
Q3 2025 New
Bondbloxx Irm Tax Aware Short Duration ETF
-
$902 Million 0.38% of portfolio
-
Q3 2025 Reduced 8.34%
$0
$890 Million 0.37% of portfolio
13,504
Q3 2025 Added 5.79%
$0
$883 Million 0.37% of portfolio
21,447
Q2 2024 New
$0
$837 Million 0.35% of portfolio
34,452
Q3 2025 Reduced 8.15%
$0
$773 Million 0.32% of portfolio
3,193
Q3 2025 Reduced 2.32%
$59.8B
$717 Million 0.3% of portfolio
3,822
Q3 2025 Added 13.85%
$0
$721 Million 0.3% of portfolio
1,201
Q3 2025 Reduced 50.02%
$0
$698 Million 0.29% of portfolio
1,505
Q3 2025 Added 5.39%
$0
$666 Million 0.28% of portfolio
13,122
Q3 2025 Added 1.93%
$0
$634 Million 0.27% of portfolio
2,248
Q3 2025 Added 23.93%
$0
$618 Million 0.26% of portfolio
6,623
Q3 2025 Reduced 0.87%
$2.39T
$531 Million 0.22% of portfolio
2,419
Q3 2025 Added 3.16%
$1.65T
$530 Million 0.22% of portfolio
2,181
Q3 2025 Added 1.25%
Innovator International Developed Power Buffer ETF February
-
$481 Million 0.2% of portfolio
-
Q3 2025 Reduced 4.44%
$0
$475 Million 0.2% of portfolio
2,441
Q2 2025 Reduced 14.95%
$0
$441 Million 0.18% of portfolio
8,262
Q3 2025 Reduced 2.36%
$490B
$395 Million 0.17% of portfolio
3,506
Q4 2024 Reduced 1.3%
$0
$411 Million 0.17% of portfolio
689
Q1 2025 Reduced 3.5%
$662B
$373 Million 0.16% of portfolio
742
Q1 2025 Reduced 4.01%
$3.78T
$390 Million 0.16% of portfolio
753
Q3 2025 Added 3.15%
$0
$357 Million 0.15% of portfolio
744
Q4 2023 Reduced 18.33%
$0
$336 Million 0.14% of portfolio
14,425
Q3 2025 Added 339.79%
$0
$313 Million 0.13% of portfolio
1,495
Q3 2025 Added 0.13%
$0
$309 Million 0.13% of portfolio
6,664
Q3 2025 Added 0.02%
$0
$307 Million 0.13% of portfolio
11,655
Q3 2025 Reduced 34.52%

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $239 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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