JDM Financial Group LLC ETF holdings
Austin, TX
Reported $279.3M in 169 ETFs in its Form 13F for June 30, 2026.
ETF value
$279.3M
ETFs held
169
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
95.4%
of $292.9M
Top 10 of 169 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BKLC | BNY Mellon US Large Cap Core Equity ETF | $34.5M | 343,702 | +80,505 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $32.5M | 884,654 | +140,571 shares |
| XHLF | Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF | $25.1M | 498,806 | −33,591 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $22.5M | 274,586 | −9,364 shares |
| VOO | Vanguard S&P 500 ETF | $19.9M | 340,560 | +39,737 shares |
| IVV | iShares Core S&P 500 ETF | $15.5M | 20,687 | −310 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $13.6M | 120,569 | +26,155 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $13.2M | 229,896 | +145,357 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $12.8M | 337,825 | +27,594 shares |
| VNQ | Vanguard Real Estate ETF | $11.0M | 163,751 | +23,028 shares |
159 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001960212. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does JDM Financial Group LLC own?
JDM Financial Group LLC reported 169 ETF positions worth $279.3M in its Form 13F for June 30, 2026. The largest was BKLC, at $34.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.