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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, SPDW, SGOV, VOO, and represent 47.29% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$17M), SGOV (+$12M), VO (+$5.7M), VB (+$5.5M), SPDW, SCHR, SPEM, IJAN, XTEN, XSVN.
Started 25 new stock positions in KJAN, IJAN, DUK, XBI, USAR, NJAN, MUB, SCHR, XSVN, USB.
Reduced shares in these 10 stocks: BKLC, PFEB, DJAN, PJUN, IVV, IFEB, NVDA, PMAY, VWO, IBDR.
Sold out of its positions in SGOL, ADBE, AMT, MJ, BAH, BRO, CME, CVS, SYLD, CGDV.
JDM Financial Group was a net buyer of stock by $58M.
JDM Financial Group has $258M in assets under management (AUM), dropping by 7.97%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 248 positions in its portfolio as reported in the December 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)	11.0	$28M	-6%	217k	130.80	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	10.8	$28M	+4%	552k	50.25	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	9.1	$23M	+19%	654k	35.70	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	8.9	$23M	+111%	229k	100.38	View chart
Vanguard S&p 500 Etf Etf (VOO)	7.5	$19M	+578%	395k	49.21	View chart
Ishares S&p 500 Index Etf (IVV)	5.7	$15M	-4%	21k	684.95	View chart
Vanguard Mid Cap Etf (VO)	4.4	$11M	+101%	83k	136.28	View chart
Vanguard Small-cap Etf Etf (VB)	4.3	$11M	+96%	91k	123.46	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	4.2	$11M	+39%	292k	37.10	View chart
Vanguard Reit Index Etf Etf (VNQ)	3.6	$9.2M		133k	69.38	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.3	$6.0M		8.9k	681.91	View chart
Apple Stock (AAPL)	2.0	$5.3M	-2%	19k	271.86	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	1.9	$4.9M	+79%	104k	47.02	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.9	$4.8M		45k	106.70	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.4	$3.7M		64k	56.81	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	1.3	$3.4M	NEW	136k	25.08	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.3	$3.4M		54k	62.47	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.3	$3.3M	-3%	41k	80.22	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	1.2	$3.0M	NEW	83k	36.16	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	1.2	$3.0M	NEW	65k	46.22	View chart
Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf Etf (XSVN)	0.9	$2.4M	NEW	50k	48.04	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.8	$2.0M	-2%	41k	49.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$2.0M	-2%	22k	89.46	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.7	$1.9M	-9%	35k	53.76	View chart
Nvidia Corporation Stock (NVDA)	0.6	$1.6M	-13%	8.4k	186.50	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.6	$1.5M	-9%	5.8k	252.94	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.6	$1.5M	NEW	60k	24.37	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.5	$1.4M		12k	119.35	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.5	$1.3M	NEW	31k	41.42	View chart
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)	0.4	$1.1M	NEW	32k	33.79	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.4	$1.1M	NEW	20k	54.92	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$819k	+23%	16k	50.59	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.3	$808k	-10%	16k	50.72	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$793k	-12%	12k	67.22	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$771k		3.1k	246.15	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$723k		1.5k	480.52	View chart
Powershares Qqq Tr Etf (QQQ)	0.3	$681k	-7%	1.1k	614.22	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.3	$677k	-18%	28k	24.23	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$627k	+93%	4.4k	143.96	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$620k	-2%	6.5k	96.04	View chart
Simon Property Group Reit (SPG)	0.2	$620k	-12%	3.4k	185.11	View chart
Google Stock (GOOGL)	0.2	$572k	-16%	1.8k	313.06	View chart
Amazon.com Stock (AMZN)	0.2	$524k	-6%	2.3k	230.82	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$446k		8.1k	54.71	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$444k	-8%	2.2k	198.62	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$422k		3.5k	120.34	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$416k		689.00	603.28	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$416k	NEW	9.9k	41.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$360k	-3%	717.00	502.65	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$357k	+2%	15k	24.04	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.1	$332k	-82%	7.6k	43.42	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$321k		1.5k	214.74	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$306k		6.5k	46.86	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$293k	-19%	600.00	487.86	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$271k		1.5k	185.77	View chart
Vanguard Value Etf Etf (VTV)	0.1	$256k	-3%	1.3k	190.92	View chart
Microsoft Stock (MSFT)	0.1	$256k	-29%	529.00	483.51	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$252k	NEW	2.6k	96.17	View chart
Tesla Motors Stock (TSLA)	0.1	$236k		525.00	449.72	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	0.1	$209k	NEW	4.4k	47.09	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$208k	-33%	7.7k	26.91	View chart
Costco Wholesale Corp Stock (COST)	0.1	$190k	-6%	220.00	862.34	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$183k		3.2k	57.91	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$162k		1.2k	135.72	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$162k		645.00	250.31	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$159k		241.00	659.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$154k	-12%	490.00	313.80	View chart
Broadcom Stock (AVGO)	0.1	$152k		438.00	346.36	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$149k		2.1k	71.41	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$140k		6.3k	22.07	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$137k		1.9k	74.07	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$136k	-17%	6.5k	20.89	View chart
Cardinal Health Stock (CAH)	0.0	$126k		612.00	205.50	View chart
Sempra Energy Stock (SRE)	0.0	$124k		1.4k	88.29	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$123k		996.00	123.26	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$119k	-4%	655.00	181.21	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$112k		1.7k	66.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$112k		777.00	143.46	View chart
Ge Aerospace Stock (GE)	0.0	$103k	+9%	334.00	308.30	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$91k		755.00	120.18	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$88k		1.9k	46.59	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$88k	-95%	2.2k	40.72	View chart
Boeing Stock (BA)	0.0	$86k		395.00	217.12	View chart
Gilead Sciences Stock (GILD)	0.0	$82k		668.00	122.82	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$81k	-30%	369.00	219.85	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$81k		1.2k	68.36	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$76k		241.00	314.80	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$74k		1.7k	43.25	View chart
Walmart Stock (WMT)	0.0	$73k		657.00	111.46	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$72k		341.00	211.79	View chart
Goldman Sachs Group Stock (GS)	0.0	$70k		80.00	879.00	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$68k		875.00	77.53	View chart
Spdr Gold Etf Etf (GLD)	0.0	$68k		171.00	396.31	View chart
Amgen Stock (AMGN)	0.0	$66k	-18%	200.00	327.31	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$62k	+8%	434.00	143.33	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$59k	-78%	1.5k	39.59	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.0	$59k		980.00	59.67	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$57k	-4%	321.00	177.75	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$57k	-8%	128.00	444.59	View chart
Johnson & Johnson Stock (JNJ)	0.0	$53k	-25%	258.00	206.95	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$53k		377.00	141.06	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$52k		372.00	138.98	View chart
Visa Stock (V)	0.0	$49k	-15%	141.00	350.40	View chart
Ge Vernova Stock (GEV)	0.0	$47k		72.00	653.57	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$45k	+100%	1.0k	44.71	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$44k		1.4k	30.96	View chart
Wells Fargo Stock (WFC)	0.0	$43k	-18%	465.00	93.20	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$43k		1.4k	31.69	View chart
Baidu Adr (BIDU)	0.0	$43k		325.00	130.66	View chart
Chevron Corp Stock (CVX)	0.0	$41k		266.00	152.41	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$41k		431.00	93.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$38k	NEW	356.00	107.11	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$38k	NEW	1.5k	25.76	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$38k	NEW	738.00	51.12	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.0	$38k	NEW	1.5k	24.94	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$36k		383.00	94.16	View chart
Equinix Reit (EQIX)	0.0	$35k		45.00	766.16	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$34k		100.00	342.97	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$33k		108.00	302.11	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$32k		240.00	133.49	View chart
Innovator International Developed Power Buffer Etf August Etf (IAUG)	0.0	$31k		1.1k	28.46	View chart
Baxter Intl Stock (BAX)	0.0	$31k		1.6k	19.11	View chart
Cisco Sys Stock (CSCO)	0.0	$31k	-27%	400.00	77.03	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$30k		1.1k	28.48	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$30k		151.00	200.06	View chart
Abbott Labs Stock (ABT)	0.0	$30k		240.00	125.29	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$28k		73.00	386.18	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$27k		2.4k	11.24	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$26k		1.9k	14.14	View chart
Palo Alto Networks Stock (PANW)	0.0	$25k	-59%	138.00	184.20	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$25k		560.00	45.21	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$25k		269.00	92.44	View chart
T-mobile Us Stock (TMUS)	0.0	$25k	+114%	122.00	203.04	View chart
Mckesson Corp Stock (MCK)	0.0	$25k		30.00	820.30	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$23k		80.00	287.85	View chart
Innovator International Developed Power Buffer Etf February Etf (IFEB)	0.0	$23k	-95%	761.00	30.22	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$22k		64.00	335.27	View chart
Bank America Corp Stock (BAC)	0.0	$21k	+177%	374.00	55.00	View chart
Constellation Energy Corp Stock (CEG)	0.0	$21k		58.00	353.28	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$20k		121.00	168.83	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$20k	+2%	617.00	32.74	View chart
Us Bancorp Del Stock (USB)	0.0	$19k	NEW	363.00	53.36	View chart
Advanced Micro Devices Stock (AMD)	0.0	$19k		89.00	214.16	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$19k		346.00	54.06	View chart
Blackrock Stock (BLK)	0.0	$18k		17.00	1070.35	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.0	$18k	-29%	152.00	117.49	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$18k		59.00	300.32	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$18k		173.00	101.98	View chart
Capital One Finl Corp Stock (COF)	0.0	$17k		72.00	242.36	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$17k		512.00	32.62	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$17k		81.00	204.85	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$16k		110.00	146.58	View chart
Eli Lilly & Co Stock (LLY)	0.0	$16k		15.00	1074.67	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$16k		101.00	156.63	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$16k		220.00	71.45	View chart
Philip Morris Intl Stock (PM)	0.0	$15k		95.00	160.40	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$15k	-68%	203.00	73.58	View chart
Honeywell Intl Stock (HON)	0.0	$15k		75.00	195.09	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$14k		480.00	30.07	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$14k		483.00	29.61	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$14k		213.00	65.48	View chart
Joby Aviation Stock (JOBY)	0.0	$13k		1.0k	13.20	View chart
Avantis Emerging Markets Ex-china Equity Etf Etf (AVXC)	0.0	$13k	-38%	202.00	63.77	View chart
Rtx Corporation Stock (RTX)	0.0	$13k		69.00	183.41	View chart
Disney Walt Stock (DIS)	0.0	$13k		110.00	113.77	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$12k		167.00	74.43	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$12k		163.00	75.44	View chart
Uber Technologies Stock (UBER)	0.0	$12k	-21%	150.00	81.71	View chart
Quanta Svcs Stock (PWR)	0.0	$12k	-30%	29.00	422.07	View chart
Conocophillips Stock (COP)	0.0	$12k		126.00	93.61	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$12k		550.00	21.25	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$12k	-25%	75.00	155.12	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$12k	-44%	36.00	322.22	View chart
Mastercard Stock (MA)	0.0	$12k		20.00	576.65	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$12k		248.00	46.43	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$12k		135.00	85.25	View chart
Waste Management Stock (WM)	0.0	$11k	-51%	50.00	219.72	View chart
Amdocs Stock (DOX)	0.0	$11k		136.00	80.51	View chart
Innovator International Developed Power Buffer Etf - May Etf (IMAY)	0.0	$11k		365.00	29.90	View chart
Innovator Equity Defined Protection Etf - 1 Yr March Etf (ZMAR)	0.0	$11k		386.00	27.49	View chart
Nike Inc Cl B Stock (NKE)	0.0	$10k	NEW	164.00	63.71	View chart
Home Depot Stock (HD)	0.0	$10k	-36%	30.00	344.10	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$10k		418.00	24.11	View chart
Consolidated Edison Stock (ED)	0.0	$9.9k		100.00	99.32	View chart
Intl Business Machines Stock (IBM)	0.0	$9.8k		33.00	296.21	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$9.8k	NEW	80.00	121.92	View chart
Caterpillar Stock (CAT)	0.0	$9.7k	-45%	17.00	572.88	View chart
Perspective Therapeutics Stock (CATX)	0.0	$9.6k		3.5k	2.75	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$9.1k		236.00	38.73	View chart
Southern Stock (SO)	0.0	$8.7k		100.00	87.20	View chart
Pepsico Stock (PEP)	0.0	$8.6k	NEW	60.00	143.52	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$8.4k	+13%	102.00	82.08	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.9k		163.00	48.28	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$7.7k		155.00	49.65	View chart
Exelon Corp Stock (EXC)	0.0	$7.7k		176.00	43.59	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$7.7k		105.00	73.02	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$7.5k		206.00	36.27	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$7.1k		60.00	117.52	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$7.0k		250.00	28.07	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$6.9k		66.00	104.00	View chart
Autozone Stock (AZO)	0.0	$6.8k		2.00	3391.50	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$6.5k		84.00	77.68	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$6.3k	-39%	50.00	125.82	View chart
Aflac Stock (AFL)	0.0	$6.2k		56.00	110.27	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$6.2k		242.00	25.43	View chart
Royal Gold Stock (RGLD)	0.0	$6.0k		27.00	222.30	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$6.0k		131.00	45.53	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$6.0k		207.00	28.75	View chart
Target Corp Stock (TGT)	0.0	$5.9k	-25%	60.00	97.75	View chart
Innovator U.s. Small Cap Power Buffer Etf - May Etf (KMAY)	0.0	$5.6k		199.00	28.29	View chart
Innovator Growth-100 Power Buffer Etf - May Etf (NMAY)	0.0	$5.6k		200.00	27.84	View chart
Innovator Emerging Markets Power Buffer Etf - April Etf (EAPR)	0.0	$5.5k		184.00	29.70	View chart
Cohen & Steers Reit Preferred Balance Income Cef (RNP)	0.0	$5.4k	-8%	271.00	19.86	View chart
India Fund Cef (IFN)	0.0	$5.3k		390.00	13.71	View chart
Innovator International Developed Power Buffer Etf - July Etf (IJUL)	0.0	$5.3k		157.00	33.51	View chart
Hologic Stock (HOLX)	0.0	$4.8k		65.00	74.49	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$4.5k		85.00	52.72	View chart
Ishares Gold Trust Etf (IAU)	0.0	$4.5k		55.00	81.16	View chart
Citigroup Stock (C)	0.0	$4.4k		38.00	116.68	View chart
Moderna Stock (MRNA)	0.0	$4.4k		150.00	29.49	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$4.1k	+3%	33.00	125.03	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$4.0k	+102%	89.00	45.29	View chart
3M Stock (MMM)	0.0	$4.0k		25.00	160.12	View chart
Netflix Stock (NFLX)	0.0	$3.8k	+185%	40.00	93.75	View chart
Arm Holdings Adr (ARM)	0.0	$3.7k		34.00	109.32	View chart
Trisalus Life Sciences Stock	0.0	$3.7k		530.00	6.98	View chart
Duke Energy Corp Stock (DUK)	0.0	$3.5k	NEW	30.00	117.20	View chart
Super Micro Computer Stock (SMCI)	0.0	$3.5k		120.00	29.27	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$3.1k		100.00	30.54	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$2.8k	+100%	66.00	42.70	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.5k		26.00	95.35	View chart
At&t Stock (T)	0.0	$2.3k		92.00	24.84	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$2.2k		69.00	31.70	View chart
Innovator Emerging Markets Power Buffer Etf - July Etf (EJUL)	0.0	$2.1k		71.00	29.65	View chart
Ishares Copper And Metals Mining Etf Etf (ICOP)	0.0	$2.0k		46.00	44.30	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$2.0k		30.00	66.47	View chart
Usa Rare Earth Stock (USAR)	0.0	$1.9k	NEW	163.00	11.90	View chart
Welltower Reit (WELL)	0.0	$1.9k		10.00	185.60	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$1.6k	NEW	32.00	50.53	View chart
United States Antimony Corp Stock (UAMY)	0.0	$1.4k	NEW	280.00	5.02	View chart
Critical Metals Corp Pubco Ord Stock (CRML)	0.0	$1.4k	NEW	201.00	6.94	View chart
United States Copper Index Fund Etf (CPER)	0.0	$1.3k		37.00	34.97	View chart
Quince Therapeutics Stock (QNCX)	0.0	$1.1k		340.00	3.35	View chart
Ford Motor Company Stock (F)	0.0	$1.1k		80.00	13.12	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$1.0k		12.00	84.58	View chart
Residential Reit Etf Etf (HAUS)	0.0	$976.998000		55.00	17.76	View chart
The Realreal Stock (REAL)	0.0	$457.999900		29.00	15.79	View chart
Cree Stock (WOLF)	0.0	$17.000000	NEW	1.00	17.00	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 Q4 filed Feb. 2, 2026
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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