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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, SPDW, XHLF, SGOV, VOO, and represent 45.90% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: VO (+$8.3M), BKLC (+$8.1M), JPST (+$5.6M), SPDW (+$5.2M), TBUX, VB, VOO, VEA, DDFJ, VNQ.
Started 24 new stock positions in CCL, AMAT, COWZ, TBUX, Quince Therapeutics, DDFJ, IBDU, DFAR, PAVE, SPLV. ONDS, IBDT, DFAE, GRID, LNG, ROBO, EWJ, XLC, Exxon Mobil Corp, IBDS, VDC, NOW, XLV, Echostar Corporation.
Reduced shares in these 10 stocks: MDY (-$19M), XHLF, XTEN, XSVN, SCHR, QQQM, SGOV, QQQ, IBDR, .
Sold out of its positions in XTEN, XSVN, Carnival Corporation, QNCX, XOM, Hologic, Honeywell International, PMAY, SCHJ, UBER.
JDM Financial Group was a net buyer of stock by $18M.
JDM Financial Group has $293M in assets under management (AUM), dropping by 12.94%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 332 positions in its portfolio as reported in the June 2026 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)	11.8	$35M	+30%	344k	100.34	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	11.1	$33M	+18%	885k	36.69	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	8.6	$25M	-6%	499k	50.30	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	7.7	$23M	-3%	275k	82.09	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.8	$20M	+13%	341k	58.31	View chart
Ishares S&p 500 Index Etf (IVV)	5.3	$16M		21k	748.84	View chart
Vanguard Small-cap Etf Etf (VB)	4.6	$14M	+27%	121k	112.59	View chart
Vanguard Mid Cap Etf (VO)	4.5	$13M	+171%	230k	57.30	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	4.4	$13M	+8%	338k	37.85	View chart
Vanguard Reit Index Etf Etf (VNQ)	3.8	$11M	+16%	164k	67.09	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.3	$6.6M		8.9k	746.80	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.2	$6.4M	+693%	126k	50.57	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.1	$6.1M	+58%	86k	71.25	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.0	$5.7M	+4%	48k	118.99	View chart
Apple Stock (AAPL)	1.9	$5.6M		19k	289.37	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	1.7	$5.1M		104k	49.49	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	1.5	$4.3M	NEW	86k	49.77	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.5	$4.3M	+8%	70k	60.79	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.2	$3.6M		41k	87.88	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	1.1	$3.1M		83k	38.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.0	$2.8M	+24%	29k	96.58	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.7	$2.2M		41k	52.68	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.7	$2.1M		35k	59.69	View chart
Innovator Equity Dual Directional 15 Buffer Etf - January Etf (DDFJ)	0.6	$1.9M	NEW	95k	19.77	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.5	$1.6M	+1034%	11k	137.53	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$1.5M	-37%	4.9k	302.95	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.5	$1.4M		31k	45.63	View chart
Nvidia Corporation Stock (NVDA)	0.5	$1.4M	-18%	6.9k	200.10	View chart
Technology Select Sector Spdr Etf (XLK)	0.4	$1.2M	+22%	6.1k	190.52	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.4	$1.2M	-46%	47k	24.66	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.4	$1.1M		19k	59.02	View chart
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)	0.4	$1.1M		32k	36.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.1M	-2%	14k	82.84	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$1.1M		39k	27.70	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$928k		3.1k	300.41	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$786k		1.5k	522.34	View chart
Simon Property Group Reit (SPG)	0.3	$754k		3.4k	223.63	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.3	$745k	-25%	31k	24.14	View chart
Google Stock (GOOGL)	0.2	$699k		2.0k	357.30	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$671k		6.5k	103.89	View chart
Amazon.com Stock (AMZN)	0.2	$631k		2.6k	238.34	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.2	$628k	-13%	12k	50.74	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$557k		8.1k	68.41	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$490k		2.2k	219.43	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$485k	-97%	689.00	703.34	View chart
Exxonmobil Holdings Corp Stock	0.2	$479k	NEW	3.5k	136.72	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$417k	-39%	3.6k	117.47	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$363k		1.5k	242.47	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$359k		717.00	500.39	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$354k	-6%	6.1k	57.67	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.1	$348k		7.6k	45.52	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$330k	NEW	14k	23.16	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$310k	+500%	3.6k	86.14	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$295k		1.5k	202.64	View chart
Vanguard Value Etf Etf (VTV)	0.1	$292k		1.3k	217.89	View chart
Microsoft Stock (MSFT)	0.1	$270k	+13%	723.00	372.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$231k	+18%	652.00	353.48	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$221k		645.00	342.83	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.1	$212k	-52%	5.1k	41.41	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$212k		3.1k	67.56	View chart
Costco Wholesale Corp Stock (COST)	0.1	$206k		220.00	935.47	View chart
Broadcom Stock (AVGO)	0.1	$196k		520.00	377.67	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$192k	-15%	6.5k	29.43	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$187k	+420%	2.5k	73.41	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	0.1	$181k	-18%	3.9k	46.57	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$171k		1.2k	143.10	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$160k		2.1k	76.55	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$148k	-4%	6.3k	23.68	View chart
Cardinal Health Stock (CAH)	0.0	$145k		612.00	237.56	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$145k		655.00	221.20	View chart
Tesla Motors Stock (TSLA)	0.0	$142k		338.00	420.60	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$140k		1.8k	77.11	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$136k		241.00	563.27	View chart
Sempra Energy Stock (SRE)	0.0	$130k		1.4k	92.71	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$123k		777.00	157.96	View chart
Ge Aerospace Stock (GE)	0.0	$115k		308.00	374.08	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$112k		755.00	148.31	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$112k		2.3k	47.77	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$107k		696.00	154.30	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$104k		1.9k	55.01	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$93k		2.2k	43.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$87k		369.00	236.69	View chart
Boeing Stock (BA)	0.0	$86k		395.00	216.47	View chart
Ge Vernova Stock (GEV)	0.0	$85k		72.00	1174.86	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$83k		241.00	343.91	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$83k		341.00	242.99	View chart
Gilead Sciences Stock (GILD)	0.0	$82k		646.00	126.40	View chart
Goldman Sachs Group Stock (GS)	0.0	$81k		80.00	1011.38	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$80k	-90%	108.00	736.40	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$78k		1.7k	45.64	View chart
Applied Matls Stock (AMAT)	0.0	$76k	NEW	104.00	726.33	View chart
Vanguard European Etf (VGK)	0.0	$76k	+173%	853.00	88.54	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$75k	+612%	912.00	82.66	View chart
Walmart Stock (WMT)	0.0	$74k		657.00	113.32	View chart
Amgen Stock (AMGN)	0.0	$72k		200.00	362.12	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$72k		875.00	82.27	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$67k	NEW	1.1k	62.20	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$67k	-36%	3.1k	21.80	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$67k		434.00	154.29	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.0	$66k		980.00	67.63	View chart
Johnson & Johnson Stock (JNJ)	0.0	$66k		258.00	253.97	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$63k		445.00	142.39	View chart
Spdr Gold Etf Etf (GLD)	0.0	$63k		171.00	368.38	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$59k		377.00	156.95	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$57k		372.00	151.98	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$54k		1.2k	45.52	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$54k		1.0k	53.11	View chart
Advanced Micro Devices Stock (AMD)	0.0	$52k		89.00	580.91	View chart
Visa Stock (V)	0.0	$48k		141.00	342.79	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$48k	+141%	531.00	89.85	View chart
Cisco Sys Stock (CSCO)	0.0	$47k		400.00	117.46	View chart
Equinix Reit (EQIX)	0.0	$47k		45.00	1042.40	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$45k	+20%	388.00	116.67	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$44k		431.00	103.05	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$44k	+158%	896.00	49.39	View chart
Chevron Corporation Stock (CVX)	0.0	$44k		266.00	165.76	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$42k		435.00	96.46	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$40k	NEW	206.00	191.75	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$40k		108.00	365.70	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$39k		1.1k	36.13	View chart
Wells Fargo & Co Stock (WFC)	0.0	$38k		465.00	82.64	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$38k		356.00	107.62	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.0	$38k		1.5k	25.44	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$38k		1.5k	25.82	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$38k		151.00	252.71	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$38k		738.00	51.51	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$37k	+72%	299.00	124.76	View chart
Baidu Adr (BIDU)	0.0	$37k		325.00	114.29	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$37k		100.00	365.87	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$37k	NEW	619.00	58.92	View chart
Baxter Intl Stock (BAX)	0.0	$35k		1.6k	21.32	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$35k	NEW	371.00	93.27	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.0	$34k	NEW	396.00	85.66	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$34k	-21%	1.1k	30.49	View chart
Innovator International Developed Power Buffer Etf August Etf (IAUG)	0.0	$33k		1.1k	30.17	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$33k	NEW	1.4k	24.22	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$33k	NEW	1.3k	25.25	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$33k	-21%	1.1k	30.53	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$32k		240.00	131.60	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$31k		73.00	425.67	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$30k	-95%	1.2k	24.23	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$30k		269.00	112.10	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$30k		560.00	52.76	View chart
Micron Technology Stock (MU)	0.0	$29k	-89%	25.00	1154.28	View chart
Ondas Stock (ONDS)	0.0	$28k	NEW	3.5k	8.24	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$26k		1.9k	13.71	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$26k		254.00	102.81	View chart
Direxion Daily Technology Bull 3x Etf Etf (TECL)	0.0	$24k	-30%	105.00	230.76	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$24k		80.00	299.01	View chart
Innovator International Developed Power Buffer Etf February Etf (IFEB)	0.0	$24k		761.00	31.28	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$24k	NEW	150.00	158.66	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$24k		64.00	370.05	View chart
MKS Stock (MKSI)	0.0	$23k		52.00	444.81	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$23k	NEW	215.00	107.13	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$23k		121.00	190.34	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$22k	+648%	494.00	45.34	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$22k		618.00	36.24	View chart
Us Bancorp Stock (USB)	0.0	$22k		363.00	60.40	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.0	$22k		289.00	75.63	View chart
Abbott Laboratories Stock (ABT)	0.0	$22k		240.00	90.74	View chart
Quanta Svcs Stock (PWR)	0.0	$21k		29.00	720.03	View chart
Banco Santander Sa Adr (SAN)	0.0	$20k		1.5k	13.80	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$20k		59.00	331.42	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$19k	+7%	517.00	36.88	View chart
Mckesson Corp Stock (MCK)	0.0	$19k		25.00	755.60	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$19k	NEW	249.00	74.90	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$18k	+8%	525.00	34.81	View chart
Caterpillar Stock (CAT)	0.0	$18k		17.00	1064.88	View chart
Eli Lilly & Co Stock (LLY)	0.0	$18k		15.00	1199.40	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$18k		101.00	176.65	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$18k		81.00	219.21	View chart
T-mobile Us Stock (TMUS)	0.0	$17k		104.00	167.73	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$17k		512.00	33.84	View chart
Avantis Emerging Markets Ex-china Equity Etf Etf (AVXC)	0.0	$17k		202.00	85.65	View chart
Philip Morris Intl Stock (PM)	0.0	$17k		95.00	180.91	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$17k		204.00	83.89	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$17k	-34%	1.6k	10.84	View chart
Blackrock Stock (BLK)	0.0	$16k		17.00	961.59	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$16k		213.00	74.96	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$15k	NEW	65.00	225.49	View chart
Capital One Finl Corp Stock (COF)	0.0	$14k		72.00	200.62	View chart
Constellation Energy Corp Stock (CEG)	0.0	$14k		58.00	248.36	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$14k		163.00	85.49	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$14k		75.00	185.23	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$14k		296.00	46.93	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$14k		167.00	81.55	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$14k		239.00	56.98	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$13k		241.00	54.69	View chart
Conocophillips Stock (COP)	0.0	$13k		126.00	103.96	View chart
Rtx Corporation Stock (RTX)	0.0	$13k		69.00	189.72	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$13k		27.00	477.56	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$13k		80.00	158.25	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$12k		163.00	76.35	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$12k		135.00	90.46	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$12k		248.00	48.81	View chart
Arm Holdings Adr (ARM)	0.0	$12k		34.00	354.56	View chart
Perspective Therapeutics Stock (CATX)	0.0	$12k		3.5k	3.41	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$12k		36.00	327.33	View chart
Lloyds Banking Group Adr (LYG)	0.0	$12k		2.0k	5.83	View chart
Innovator International Developed Power Buffer Etf - May Etf (IMAY)	0.0	$12k		365.00	31.73	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$12k		418.00	27.59	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$12k		550.00	20.92	View chart
Waste Management Stock (WM)	0.0	$11k		50.00	222.88	View chart
Consolidated Edison Stock (ED)	0.0	$11k		100.00	110.63	View chart
Nvent Elec Stock (NVT)	0.0	$11k		65.00	169.62	View chart
Innovator Equity Defined Protection Etf - 1 Yr March Etf (ZMAR)	0.0	$11k		386.00	28.21	View chart
Disney Walt Stock (DIS)	0.0	$11k		110.00	96.25	View chart
Home Depot Stock (HD)	0.0	$11k		30.00	352.67	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$11k		110.00	95.98	View chart
Moderna Stock (MRNA)	0.0	$11k		150.00	70.03	View chart
Mastercard Stock (MA)	0.0	$10k		20.00	518.80	View chart
Servicenow Stock (NOW)	0.0	$9.9k	NEW	100.00	99.28	View chart
East West Bancorp Stock (EWBC)	0.0	$9.8k		76.00	129.09	View chart
Southern Stock (SO)	0.0	$9.6k		100.00	95.71	View chart
Intl Business Machines Stock (IBM)	0.0	$9.3k		33.00	281.21	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$9.2k	NEW	350.00	26.16	View chart
Joby Aviation Stock (JOBY)	0.0	$8.9k		1.0k	8.92	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$8.3k		105.00	79.45	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$8.3k		250.00	33.22	View chart
Exelon Corp Stock (EXC)	0.0	$8.2k		176.00	46.62	View chart
Pepsico Stock (PEP)	0.0	$8.1k		60.00	135.40	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.0	$8.0k	NEW	200.00	40.21	View chart
Novartis Adr (NVS)	0.0	$8.0k		51.00	156.73	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$7.9k		207.00	37.95	View chart
Target Corp Stock (TGT)	0.0	$7.8k		60.00	130.62	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$7.6k		47.00	160.72	View chart
Williams Sonoma Stock (WSM)	0.0	$7.2k		31.00	233.10	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$7.1k		66.00	107.47	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$7.0k		84.00	83.07	View chart
Targa Res Corp Stock (TRGP)	0.0	$7.0k		26.00	268.15	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$6.7k		60.00	112.32	View chart
Nike Inc Cl B Stock (NKE)	0.0	$6.7k		164.00	41.05	View chart
Aflac Stock (AFL)	0.0	$6.6k		56.00	117.25	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$6.5k		55.00	118.53	View chart
Packaging Corp Amer Stock (PKG)	0.0	$6.4k		27.00	238.30	View chart
Autozone Stock (AZO)	0.0	$6.4k		2.00	3196.00	View chart
Western Digital Corp Stock (WDC)	0.0	$6.4k		10.00	638.70	View chart
Littelfuse Stock (LFUS)	0.0	$6.4k		14.00	455.36	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$6.3k		131.00	48.12	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$6.3k		242.00	25.97	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$6.2k	+3%	227.00	27.19	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$6.1k		236.00	25.95	View chart
Amkor Technology Stock (AMKR)	0.0	$6.1k		71.00	86.23	View chart
Innovator Emerging Markets Power Buffer Etf - April Etf (EAPR)	0.0	$6.1k		184.00	32.91	View chart
Innovator U.s. Small Cap Power Buffer Etf - May Etf (KMAY)	0.0	$6.0k		199.00	30.38	View chart
Comfort Sys Usa Stock (FIX)	0.0	$5.9k		3.00	1982.00	View chart
Innovator Growth-100 Power Buffer Etf - May Etf (NMAY)	0.0	$5.9k		200.00	29.55	View chart
Duke Energy Corp Stock (DUK)	0.0	$5.8k	+53%	46.00	126.98	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.8k		90.00	64.07	View chart
Hubbell Stock (HUBB)	0.0	$5.8k		11.00	523.18	View chart
Innovator International Developed Power Buffer Etf - July Etf (IJUL)	0.0	$5.6k		157.00	35.97	View chart
Snap On Stock (SNA)	0.0	$5.6k		14.00	402.43	View chart
Newmont Corp Stock (NEM)	0.0	$5.6k	-25%	60.00	93.40	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$5.6k		72.00	77.54	View chart
Crane Company Stock (CR)	0.0	$5.6k		25.00	223.08	View chart
Cohen & Steers Reit Preferred Balance Income Cef (RNP)	0.0	$5.5k		271.00	20.30	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$5.4k		86.00	62.91	View chart
Royal Gold Stock (RGLD)	0.0	$5.4k		27.00	199.59	View chart
Citigroup Stock (C)	0.0	$5.3k		38.00	139.95	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$5.3k		207.00	25.53	View chart
India Fund Cef (IFN)	0.0	$5.2k	+3%	446.00	11.76	View chart
Equitable Hldgs Stock (EQH)	0.0	$5.2k		119.00	43.88	View chart
Akre Focus Etf Etf (AKRE)	0.0	$5.2k		98.00	53.19	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$5.2k		155.00	33.29	View chart
Brunswick Corp Stock (BC)	0.0	$5.1k		60.00	84.23	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$5.0k		26.00	193.85	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$5.0k		33.00	150.91	View chart
Nisource Stock (NI)	0.0	$4.8k		101.00	47.55	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$4.6k		97.00	47.16	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$4.6k		90.00	50.60	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$4.5k		17.00	265.53	View chart
Timken Stock (TKR)	0.0	$4.5k		31.00	145.32	View chart
BP Adr (BP)	0.0	$4.4k		120.00	36.95	View chart
Raymond James Finl Stock (RJF)	0.0	$4.4k		29.00	152.03	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$4.4k		22.00	199.27	View chart
Servisfirst Bancshares Stock (SFBS)	0.0	$4.3k		50.00	86.76	View chart
Ishares Gold Trust Etf (IAU)	0.0	$4.2k		55.00	75.51	View chart
Sony Group Corp Adr (SONY)	0.0	$4.1k		205.00	20.06	View chart
Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC)	0.0	$4.1k		151.00	27.11	View chart
Eastgroup Pptys Reit (EGP)	0.0	$4.1k		20.00	202.55	View chart
3M Stock (MMM)	0.0	$4.0k		25.00	161.92	View chart
Assured Guaranty Stock (AGO)	0.0	$4.0k		50.00	80.16	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$4.0k		19.00	210.58	View chart
Msa Safety Stock (MSA)	0.0	$3.7k		21.00	174.57	View chart
Nordson Corp Stock (NDSN)	0.0	$3.6k		12.00	301.67	View chart
Lci Inds Stock (LCII)	0.0	$3.6k		34.00	105.88	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$3.6k		50.00	71.86	View chart
Usa Rare Earth Stock (USAR)	0.0	$3.5k		163.00	21.58	View chart
Leidos Holdings Stock (LDOS)	0.0	$3.4k		33.00	102.97	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$3.3k		47.00	69.66	View chart
Sanofi Sa Adr (SNY)	0.0	$3.2k		76.00	42.66	View chart
Rpm Intl Stock (RPM)	0.0	$3.1k		28.00	111.14	View chart
Avery Dennison Corp Stock (AVY)	0.0	$3.1k		19.00	162.37	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$2.9k		19.00	154.53	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.0	$2.9k	NEW	101.00	28.44	View chart
Netflix Stock (NFLX)	0.0	$2.9k		40.00	71.40	View chart
GSK Adr (GSK)	0.0	$2.7k		52.00	52.42	View chart
Nexstar Media Group Stock (NXST)	0.0	$2.7k		15.00	178.60	View chart
Dt Midstream Stock (DTM)	0.0	$2.6k		18.00	146.72	View chart
Trisalus Life Sciences Stock (TLSI)	0.0	$2.4k		530.00	4.55	View chart
Ingredion Stock (INGR)	0.0	$2.4k		25.00	94.72	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$2.3k		69.00	33.97	View chart
Quest Diagnostics Stock (DGX)	0.0	$2.3k		11.00	211.91	View chart
Welltower Reit (WELL)	0.0	$2.3k		10.00	227.00	View chart
Ishares Copper And Metals Mining Etf Etf (ICOP)	0.0	$2.3k		46.00	49.24	View chart
Reliance Stock (RS)	0.0	$2.2k		6.00	373.67	View chart
Echostar Corp Cl A Stock	0.0	$2.2k	NEW	22.00	101.50	View chart
Innovator Emerging Markets Power Buffer Etf - July Etf (EJUL)	0.0	$2.2k		71.00	31.24	View chart
Nrg Energy Stock (NRG)	0.0	$2.2k		15.00	146.07	View chart
Critical Metals Corp Pubco Ord Stock (CRML)	0.0	$2.1k		201.00	10.25	View chart
United States Antimony Corp Stock (UAMY)	0.0	$2.0k		280.00	7.26	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$2.0k		7.00	279.86	View chart
At&t Stock (T)	0.0	$1.9k		92.00	20.70	View chart
Concentra Group Holdings Paren Stock (CON)	0.0	$1.8k		61.00	29.75	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$1.8k		32.00	56.00	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$1.6k		18.00	88.61	View chart
Eni Spa Adr (E)	0.0	$1.4k		30.00	46.87	View chart
United States Copper Index Fund Etf (CPER)	0.0	$1.4k		37.00	37.73	View chart
Cheniere Energy Stock (LNG)	0.0	$1.2k	NEW	5.00	248.40	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$1.2k		12.00	97.42	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$1.2k		30.00	38.87	View chart
Amdocs Stock (DOX)	0.0	$1.2k		23.00	50.52	View chart
C H Robinson Worldwide In Stock (CHRW)	0.0	$1.1k		6.00	188.33	View chart
Ford Motor Company Stock (F)	0.0	$1.1k		80.00	13.90	View chart
Boston Scientific Corp Stock (BSX)	0.0	$1.1k		26.00	42.69	View chart
Residential Reit Etf Etf (HAUS)	0.0	$1.1k		56.00	19.00	View chart
Idacorp Stock (IDA)	0.0	$1.1k		7.00	151.29	View chart
Omnicom Group Stock (OMC)	0.0	$728.000000		10.00	72.80	View chart
Agree Rlty Corp Reit (ADC)	0.0	$682.000200		9.00	75.78	View chart
The Realreal Stock (REAL)	0.0	$341.999900		29.00	11.79	View chart
Cree Stock (WOLF)	0.0	$48.000000		1.00	48.00	View chart
Quince Therapeutics Stock	0.0	$18.000000	NEW	1.00	18.00	View chart

Past Filings by JDM Financial Group

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

JDM Financial Group 2026 Q2 filed Aug. 18, 2026
JDM Financial Group 2026 Q1 filed May 21, 2026
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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