Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $1.11 Billion
- Q4 2025
Jnba Financial Advisors has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 796 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $246M, Spdr Ser Tr Fds Spdr Portfolio with a value of $98.8M, Ishares Core S&P Mid Cap ETF with a value of $52.6M, Spdr Portfolio with a value of $49.8M, and Vanguard Growth ETF with a value of $45.5M.
Examining the 13F form we can see an increase of $24.8M in the current position value, from $1.09B to 1.11B.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $957 Million
Technology: $42.1 Million
Financial Services: $37.7 Million
Industrials: $25.3 Million
Healthcare: $19.2 Million
Communication Services: $8.9 Million
Consumer Cyclical: $7.86 Million
Basic Materials: $6.44 Million
Other: $9.58 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 796
- Current Value $1.11 Billion
- Prior Value $1.09 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 162 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks