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JDM Financial Group

Latest statistics and disclosures from JDM Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are BKLC, XHLF, VOO, SPDW, IVV, and represent 49.79% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: XHLF (+$14M), SGOV (+$6.9M), VNQ (+$5.5M), SPDW (+$5.2M), IEI, SPEM, SCHF, IBDV, META, XLK.
Started 27 new stock positions in DHI, IJUL, SNOW, MDYG, UBER, TFC, KMAY, IBDV, NMAY, KJUL.
Reduced shares in these 10 stocks: VOO, IVV, QQQ, SPLG, QQQM, BKLC, SPYG, SPY, SCHX, IWF.
Sold out of its positions in ADP, IWD, IWF, SMIN, FEZ, Viper Energy, Wolfspeed.
JDM Financial Group was a net buyer of stock by $27M.
JDM Financial Group has $239M in assets under management (AUM), dropping by 12.58%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 280 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)	12.5	$30M		233k	128.38	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	11.1	$27M	+109%	527k	50.42	View chart
Vanguard S&p 500 Etf Etf (VOO)	10.2	$24M	-11%	58k	417.86	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	9.7	$23M	+29%	547k	42.25	View chart
Ishares S&p 500 Index Etf (IVV)	6.3	$15M	-8%	22k	669.31	View chart
Vanguard Reit Index Etf Etf (VNQ)	5.0	$12M	+86%	131k	90.29	View chart
Vanguard Mid Cap Etf (VO)	4.7	$11M		41k	271.81	View chart
Vanguard Small-cap Etf Etf (VB)	4.6	$11M		46k	237.90	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	4.6	$11M	+172%	108k	100.70	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	4.1	$9.7M	+4%	209k	46.34	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.5	$5.9M	-4%	8.9k	666.14	View chart
Apple Stock (AAPL)	2.1	$5.1M		20k	254.62	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.0	$4.8M	-5%	46k	104.51	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.5	$3.6M		65k	55.33	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.4	$3.3M	-11%	42k	78.34	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$3.3M	-2%	55k	59.92	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	1.1	$2.7M		58k	45.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.9	$2.1M	-4%	39k	54.18	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.9	$2.1M	+3%	42k	48.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$2.0M		23k	87.31	View chart
Nvidia Corporation Stock (NVDA)	0.8	$1.9M	-6%	9.7k	197.65	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.8	$1.8M	-4%	46k	39.69	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.8	$1.8M		43k	42.14	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.7	$1.6M	-18%	6.4k	247.14	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.6	$1.4M	NEW	12k	119.51	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.4	$902k	-8%	18k	50.98	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$890k	+5%	14k	65.92	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.4	$883k		21k	41.15	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.4	$837k	-8%	35k	24.30	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$773k	-2%	3.2k	241.98	View chart
Powershares Qqq Tr Etf (QQQ)	0.3	$721k	-50%	1.2k	600.25	View chart
Simon Property Group Reit (SPG)	0.3	$717k	+13%	3.8k	187.69	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$698k	+5%	1.5k	463.69	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$666k		13k	50.73	View chart
Technology Select Sector Spdr Etf (XLK)	0.3	$634k	+23%	2.2k	281.84	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$618k		6.6k	93.38	View chart
Amazon.com Stock (AMZN)	0.2	$531k	+3%	2.4k	219.57	View chart
Google Stock (GOOGL)	0.2	$530k		2.2k	243.09	View chart
Innovator International Developed Power Buffer Etf February Etf (IFEB)	0.2	$481k	-4%	16k	29.38	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$475k		2.4k	194.50	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$441k	-2%	8.3k	53.40	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$411k		689.00	596.03	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$395k		3.5k	112.75	View chart
Microsoft Stock (MSFT)	0.2	$390k	+3%	753.00	518.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$373k		742.00	502.74	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$357k		744.00	479.61	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$336k	+339%	14k	23.28	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$313k		1.5k	209.31	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$309k		6.7k	46.32	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$307k	-34%	12k	26.34	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.1	$272k		7.0k	38.90	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$265k		1.5k	181.56	View chart
Vanguard Value Etf Etf (VTV)	0.1	$258k	-15%	1.4k	186.50	View chart
Tesla Motors Stock (TSLA)	0.1	$232k	-22%	521.00	444.72	View chart
Costco Wholesale Corp Stock (COST)	0.1	$218k		235.00	925.63	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$182k		3.2k	57.19	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$177k	+276%	241.00	734.23	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$171k	+130%	7.9k	21.57	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$165k		645.00	256.45	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$146k		3.8k	38.36	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$145k		1.2k	121.42	View chart
Broadcom Stock (AVGO)	0.1	$145k	+10%	438.00	329.91	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$142k		2.1k	67.83	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$141k	NEW	6.4k	22.15	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$138k		1.9k	74.37	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$137k	-5%	563.00	243.40	View chart
Sempra Energy Stock (SRE)	0.1	$126k		1.4k	89.98	View chart
Ishares Russell 2000 Value Etf (IWN)	0.1	$121k		685.00	176.81	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$120k		996.00	120.72	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$115k	+81%	533.00	215.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$111k		1.7k	65.26	View chart
Palo Alto Networks Stock (PANW)	0.0	$110k	+9%	342.00	320.88	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$110k	NEW	777.00	140.89	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$106k		1.2k	89.77	View chart
Cardinal Health Stock (CAH)	0.0	$96k		612.00	156.96	View chart
Ge Aerospace Stock (GE)	0.0	$92k	+12%	306.00	301.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$90k		755.00	118.83	View chart
Boeing Stock (BA)	0.0	$85k	+12%	395.00	215.83	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$85k		1.9k	44.69	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$74k		241.00	307.86	View chart
Gilead Sciences Stock (GILD)	0.0	$74k		664.00	111.08	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$72k	NEW	1.7k	42.47	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$71k		341.00	208.71	View chart
Amgen Stock (AMGN)	0.0	$69k		246.00	282.20	View chart
Walmart Stock (WMT)	0.0	$68k		657.00	103.11	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$67k	-5%	875.00	76.72	View chart
Johnson & Johnson Stock (JNJ)	0.0	$64k		346.00	185.15	View chart
Goldman Sachs Group Stock (GS)	0.0	$64k		80.00	796.35	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$61k	+30%	336.00	182.42	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$61k	-4%	140.00	435.46	View chart
Spdr Gold Etf Etf (GLD)	0.0	$61k		171.00	355.47	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.0	$60k		980.00	61.62	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$57k		400.00	142.55	View chart
Visa Stock (V)	0.0	$57k		166.00	341.12	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$52k	NEW	372.00	139.86	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$52k		377.00	137.80	View chart
Wells Fargo Stock (WFC)	0.0	$48k	+22%	568.00	83.82	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$46k		644.00	71.41	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$45k		504.00	89.34	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$45k		1.4k	33.07	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$44k		1.4k	31.62	View chart
Ge Vernova Stock (GEV)	0.0	$44k		72.00	614.90	View chart
Baidu Adr (BIDU)	0.0	$43k		325.00	131.77	View chart
Chevron Corp Stock (CVX)	0.0	$41k		266.00	155.29	View chart
Eaton Corp Stock (ETN)	0.0	$41k	+10%	110.00	374.25	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$38k		431.00	89.03	View chart
Cisco Sys Stock (CSCO)	0.0	$38k		555.00	68.42	View chart
Baxter Intl Stock (BAX)	0.0	$38k		1.6k	22.77	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$36k		383.00	95.14	View chart
Equinix Reit (EQIX)	0.0	$35k		45.00	783.24	View chart
Merck & Co Stock (MRK)	0.0	$34k		400.00	83.93	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$33k		100.00	332.84	View chart
Texas Instrs Stock (TXN)	0.0	$33k		178.00	183.73	View chart
Abbott Labs Stock (ABT)	0.0	$32k		240.00	133.94	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$32k		108.00	297.62	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$32k	NEW	240.00	131.24	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$31k		850.00	36.81	View chart
Innovator International Developed Power Buffer Etf August Etf (IAUG)	0.0	$31k	NEW	1.1k	27.87	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$30k	-5%	1.1k	27.90	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$30k		151.00	196.23	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$28k		73.00	378.29	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$28k		2.4k	11.60	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.0	$27k		217.00	124.37	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$27k		1.8k	14.62	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$25k	NEW	269.00	91.57	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$24k		560.00	42.96	View chart
Mckesson Corp Stock (MCK)	0.0	$23k		30.00	772.53	View chart
Waste Management Stock (WM)	0.0	$23k		103.00	220.83	View chart
Innovator U.s. Equity Buffer Etf - August Etf (BAUG)	0.0	$22k		456.00	48.99	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$21k		450.00	47.25	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$21k	-48%	64.00	328.17	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$21k	NEW	80.00	259.60	View chart
Metlife Stock (MET)	0.0	$21k		250.00	82.37	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$21k		65.00	315.43	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$20k	-70%	600.00	33.36	View chart
Blackrock Stock (BLK)	0.0	$20k		17.00	1165.88	View chart
Avantis Emerging Markets Ex-china Equity Etf Etf (AVXC)	0.0	$20k		329.00	59.93	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$20k		110.00	178.73	View chart
Constellation Energy Corp Stock (CEG)	0.0	$19k		58.00	329.07	View chart
Home Depot Stock (HD)	0.0	$19k	-38%	47.00	405.19	View chart
Uber Technologies Stock (UBER)	0.0	$19k	NEW	190.00	97.97	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$18k	-45%	346.00	52.07	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$18k		424.00	42.03	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$18k		178.00	99.52	View chart
Qualcomm Stock (QCOM)	0.0	$18k		105.00	166.36	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$18k		121.00	144.34	View chart
Quanta Svcs Stock (PWR)	0.0	$17k	+223%	42.00	414.43	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$17k		59.00	294.32	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$17k		173.00	99.53	View chart
Netflix Stock (NFLX)	0.0	$17k		14.00	1198.93	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$17k	-18%	220.00	76.01	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$16k		512.00	31.91	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$16k		81.00	199.47	View chart
Joby Aviation Stock (JOBY)	0.0	$16k		1.0k	16.14	View chart
Intuitive Surgical Stock (ISRG)	0.0	$16k	+24%	36.00	447.22	View chart
Honeywell Intl Stock (HON)	0.0	$16k		75.00	210.51	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$16k		101.00	155.45	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$15k		100.00	154.23	View chart
Philip Morris Intl Stock (PM)	0.0	$15k		95.00	162.20	View chart
Capital One Finl Corp Stock (COF)	0.0	$15k		72.00	212.58	View chart
Mastec Stock (MTZ)	0.0	$15k		70.00	212.81	View chart
Caterpillar Stock (CAT)	0.0	$15k		31.00	477.16	View chart
Sprott Stock (SII)	0.0	$15k		175.00	83.19	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$15k		15.00	968.07	View chart
Advanced Micro Devices Stock (AMD)	0.0	$14k		89.00	161.79	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$14k		480.00	29.64	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$14k		483.00	29.11	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$14k		213.00	64.69	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k		10.00	1377.70	View chart
T-mobile Us Stock (TMUS)	0.0	$14k		57.00	239.39	View chart
Disney Walt Stock (DIS)	0.0	$13k		110.00	114.50	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$13k		53.00	234.96	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$12k		167.00	73.08	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.0	$12k		273.00	44.70	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$12k		83.00	146.33	View chart
Perspective Therapeutics Stock (CATX)	0.0	$12k		3.5k	3.43	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$12k		163.00	73.46	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$12k		236.00	50.63	View chart
Conocophillips Stock (COP)	0.0	$12k		126.00	94.59	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$12k		550.00	21.55	View chart
Rtx Corporation Stock (RTX)	0.0	$12k		69.00	167.33	View chart
Mastercard Stock (MA)	0.0	$12k		20.00	574.55	View chart
Eli Lilly & Co Stock (LLY)	0.0	$11k		15.00	763.00	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$11k	NEW	248.00	45.60	View chart
Amdocs Stock (DOX)	0.0	$11k		136.00	82.05	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.0	$11k		162.00	68.66	View chart
Unitedhealth Group Stock (UNH)	0.0	$11k	+23%	32.00	345.31	View chart
D R Horton Stock (DHI)	0.0	$11k	NEW	63.00	169.48	View chart
Innovator International Developed Power Buffer Etf - May Etf (IMAY)	0.0	$11k		365.00	29.04	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$11k		135.00	77.77	View chart
Innovator Equity Defined Protection Etf - 1 Yr March Etf (ZMAR)	0.0	$11k		386.00	27.08	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$10k		418.00	24.80	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$10k		155.00	65.00	View chart
Consolidated Edison Stock (ED)	0.0	$10k		100.00	100.52	View chart
Mcdonalds Corp Stock (MCD)	0.0	$10k		33.00	303.88	View chart
Coca Cola Stock (KO)	0.0	$9.6k		145.00	66.32	View chart
Southern Stock (SO)	0.0	$9.5k		100.00	94.77	View chart
Cme Group Stock (CME)	0.0	$9.5k		35.00	270.20	View chart
Intl Business Machines Stock (IBM)	0.0	$9.3k	+153%	33.00	282.15	View chart
Autozone Stock (AZO)	0.0	$8.6k		2.00	4290.00	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.0	$8.4k		230.00	36.69	View chart
Synopsys Stock (SNPS)	0.0	$8.4k		17.00	493.41	View chart
Travelers Companies Stock (TRV)	0.0	$8.4k		30.00	279.23	View chart
Exelon Corp Stock (EXC)	0.0	$7.9k		176.00	45.01	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$7.6k		104.00	73.45	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$7.5k		124.00	60.43	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.5k		163.00	45.87	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$7.3k		206.00	35.47	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$7.3k		207.00	35.04	View chart
Target Corp Stock (TGT)	0.0	$7.2k	+33%	80.00	89.70	View chart
Bank America Corp Stock (BAC)	0.0	$7.0k	NEW	135.00	51.59	View chart
Cvs Health Corp Stock (CVS)	0.0	$6.8k		90.00	75.39	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.8k		90.00	75.16	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$6.7k		60.00	111.83	View chart
Cohen & Steers Reit Preferred Balance Income Cef (RNP)	0.0	$6.6k	-38%	295.00	22.48	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$6.6k		84.00	78.37	View chart
Aflac Stock (AFL)	0.0	$6.3k		56.00	111.70	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$6.2k		66.00	93.42	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$6.2k		250.00	24.65	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$6.1k	NEW	242.00	25.10	View chart
Morgan Stanley Stock (MS)	0.0	$6.0k	NEW	38.00	158.95	View chart
Adobe Stock (ADBE)	0.0	$6.0k		17.00	352.76	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$6.0k		131.00	45.51	View chart
Super Micro Computer Stock (SMCI)	0.0	$5.8k	-74%	120.00	47.94	View chart
India Fund Cef (IFN)	0.0	$5.7k	-48%	390.00	14.65	View chart
Centene Corp Del Stock (CNC)	0.0	$5.7k		100.00	56.65	View chart
Innovator U.s. Small Cap Power Buffer Etf - May Etf (KMAY)	0.0	$5.5k	NEW	199.00	27.58	View chart
Innovator Growth-100 Power Buffer Etf - May Etf (NMAY)	0.0	$5.5k	NEW	200.00	27.28	View chart
Royal Gold Stock (RGLD)	0.0	$5.4k		27.00	200.59	View chart
Innovator Emerging Markets Power Buffer Etf - April Etf (EAPR)	0.0	$5.4k		184.00	29.16	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.3k		95.00	55.49	View chart
Truist Finl Corp Stock (TFC)	0.0	$5.3k	NEW	115.00	45.72	View chart
Innovator International Developed Power Buffer Etf - July Etf (IJUL)	0.0	$5.1k	NEW	157.00	32.69	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$4.9k		8.00	609.38	View chart
Arm Holdings Adr (ARM)	0.0	$4.8k		34.00	141.50	View chart
Enstar Group Stock (ESGR)	0.0	$4.7k		14.00	337.93	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$4.6k		129.00	35.69	View chart
Snowflake Stock (SNOW)	0.0	$4.5k	NEW	20.00	225.55	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$4.5k		45.00	99.96	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$4.5k		85.00	52.61	View chart
Hologic Stock (HOLX)	0.0	$4.4k		65.00	67.49	View chart
Union Pac Corp Stock (UNP)	0.0	$4.3k		18.00	236.39	View chart
Starbucks Corp Stock (SBUX)	0.0	$4.2k		50.00	84.60	View chart
Brown & Brown Stock (BRO)	0.0	$4.2k		45.00	93.80	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$4.1k		32.00	127.81	View chart
Ishares Gold Trust Etf (IAU)	0.0	$4.0k		55.00	72.76	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$4.0k		44.00	90.50	View chart
Danaher Corporation Stock (DHR)	0.0	$4.0k		20.00	198.25	View chart
3M Stock (MMM)	0.0	$3.9k	NEW	25.00	155.20	View chart
Moderna Stock (MRNA)	0.0	$3.9k		150.00	25.83	View chart
Citigroup Stock (C)	0.0	$3.9k		38.00	101.50	View chart
American Tower Corp Reit (AMT)	0.0	$3.8k		20.00	192.30	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$3.8k	NEW	100.00	38.22	View chart
Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP)	0.0	$3.6k		29.00	123.69	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.5k		7.00	499.14	View chart
Nextera Energy Stock (NEE)	0.0	$3.4k		45.00	75.49	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$2.9k		100.00	28.91	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$2.9k		33.00	87.21	View chart
Gap Stock (GAP)	0.0	$2.7k	NEW	124.00	21.39	View chart
At&t Stock (T)	0.0	$2.6k		92.00	28.24	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.5k		26.00	97.62	View chart
Trisalus Life Sciences Stock	0.0	$2.5k		530.00	4.65	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$2.4k	NEW	60.00	39.18	View chart
Kkr & Co Stock (KKR)	0.0	$2.3k	NEW	18.00	129.94	View chart
Progressive Corp Stock (PGR)	0.0	$2.2k		9.00	247.00	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$2.1k	NEW	69.00	30.96	View chart
Innovator Emerging Markets Power Buffer Etf - July Etf (EJUL)	0.0	$2.1k	NEW	71.00	28.94	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$2.0k		30.00	65.93	View chart
Welltower Reit (WELL)	0.0	$1.8k		10.00	178.10	View chart
Ishares Copper And Metals Mining Etf Etf (ICOP)	0.0	$1.7k		46.00	37.63	View chart
Williams Cos Stock (WMB)	0.0	$1.7k		27.00	63.33	View chart
Amplify Etf Tr Altrntv Harv Etf Etf (MJ)	0.0	$1.7k		45.00	37.38	View chart
Fiserv Stock (FI)	0.0	$1.7k		13.00	128.92	View chart
United States Copper Index Fund Etf (CPER)	0.0	$1.1k		37.00	30.00	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$1.0k		12.00	86.00	View chart
Fortinet Stock (FTNT)	0.0	$1.0k		12.00	84.08	View chart
Residential Reit Etf Etf (HAUS)	0.0	$970.002000		55.00	17.64	View chart
Ford Motor Company Stock (F)	0.0	$957.000000		80.00	11.96	View chart
Quince Therapeutics Stock (QNCX)	0.0	$553.996000		340.00	1.63	View chart
The Realreal Stock (REAL)	0.0	$308.000300		29.00	10.62	View chart

Past Filings by JDM Financial Group

SEC 13F filings are viewable for JDM Financial Group going back to 2022

JDM Financial Group 2025 Q3 filed Oct. 21, 2025
JDM Financial Group 2025 Q2 filed Aug. 4, 2025
JDM Financial Group 2025 Q1 filed May 15, 2025
JDM Financial Group 2024 Q4 filed Feb. 18, 2025
JDM Financial Group 2024 Q3 filed Nov. 18, 2024
JDM Financial Group 2024 Q1 filed May 9, 2024
JDM Financial Group 2023 Q4 filed Feb. 5, 2024
JDM Financial Group 2023 Q3 filed Nov. 16, 2023
JDM Financial Group 2023 Q2 filed Aug. 7, 2023
JDM Financial Group 2023 Q1 filed May 9, 2023
JDM Financial Group 2022 Q4 restated filed Jan. 18, 2023
JDM Financial Group 2022 Q4 filed Jan. 11, 2023

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