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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 48.41% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: BKLC (+$5.4M), SGOV, SPDW, SPEM, SCHF, VNQ, QQQM, VB, MDY, VO.
Started 74 new stock positions in HEFA, VGK, BC, SONY, MSA, TSM, DSI, FIX, PHG, SHEL.
Reduced shares in these 10 stocks: VOO (-$5.6M), XTEN, SCHR, XHLF, XSVN, IEI, SCHO, IEF, IVV, BND.
Sold out of its positions in IEF, Medtech Acquisition Corp, PANW, SMCI.
JDM Financial Group was a net buyer of stock by $6.3M.
JDM Financial Group has $259M in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 318 positions in its portfolio as reported in the March 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)	11.7	$30M	+21%	263k	115.68	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	10.3	$27M	+13%	744k	36.07	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	10.3	$27M	-3%	532k	50.33	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	9.1	$24M	+24%	284k	82.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.9	$18M	-23%	301k	59.68	View chart
Ishares S&p 500 Index Etf (IVV)	5.3	$14M		21k	653.16	View chart
Vanguard Small-cap Etf Etf (VB)	4.6	$12M	+4%	94k	126.81	View chart
Vanguard Mid Cap Etf (VO)	4.6	$12M		85k	140.79	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	4.5	$12M	+6%	310k	37.71	View chart
Vanguard Reit Index Etf Etf (VNQ)	3.8	$10M	+5%	141k	70.80	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.2	$5.7M		8.8k	650.35	View chart
Apple Stock (AAPL)	1.9	$4.9M		19k	253.80	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	1.9	$4.8M		104k	46.13	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.7	$4.5M	+2%	46k	97.91	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.4	$3.7M		65k	56.58	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.3	$3.5M		54k	64.08	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.2	$3.1M		41k	76.54	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	1.2	$3.0M		83k	36.28	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.8	$2.2M	-35%	88k	24.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$2.1M	+6%	24k	90.53	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.8	$2.0M		40k	49.41	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.7	$1.9M	+37%	7.9k	237.63	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.7	$1.9M		35k	54.05	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.6	$1.6M	-45%	36k	45.86	View chart
Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf Etf (XSVN)	0.6	$1.6M	-35%	33k	47.72	View chart
Nvidia Corporation Stock (NVDA)	0.6	$1.5M		8.4k	174.40	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.5	$1.3M		31k	41.72	View chart
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)	0.4	$1.1M		32k	33.93	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.4	$1.0M		20k	53.37	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.4	$1.0M	-30%	41k	24.27	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$976k	+18%	14k	69.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$970k	+164%	39k	24.75	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$804k		16k	50.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$770k		3.1k	248.01	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.3	$726k	-9%	14k	50.55	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$697k		1.5k	463.14	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.3	$695k	-50%	5.9k	118.60	View chart
Technology Select Sector Spdr Etf (XLK)	0.3	$666k	+15%	5.0k	132.90	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.3	$658k	-2%	27k	24.24	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$631k		1.1k	577.12	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$627k		6.5k	97.14	View chart
Simon Property Group Reit (SPG)	0.2	$627k		3.4k	186.51	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$595k		3.5k	169.66	View chart
Google Stock (GOOGL)	0.2	$563k	+7%	2.0k	287.49	View chart
Amazon.com Stock (AMZN)	0.2	$543k	+14%	2.6k	208.27	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$463k		8.1k	56.79	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$451k	+3812%	27k	16.74	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$443k	+7%	11k	41.54	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$429k		2.2k	191.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$344k		717.00	479.20	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$327k		1.5k	218.73	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.1	$325k		7.6k	42.53	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$316k		6.5k	48.32	View chart
Vanguard Value Etf Etf (VTV)	0.1	$263k		1.3k	196.15	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$262k		1.5k	180.02	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$262k		600.00	436.79	View chart
Microsoft Stock (MSFT)	0.1	$235k	+20%	635.00	370.16	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	0.1	$223k	+7%	4.8k	46.80	View chart
Costco Wholesale Corp Stock (COST)	0.1	$219k		220.00	996.43	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$199k		7.8k	25.64	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$187k		3.2k	59.22	View chart
Broadcom Stock (AVGO)	0.1	$161k	+18%	519.00	309.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$158k	+12%	552.00	286.86	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$155k		2.1k	74.35	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$155k		645.00	239.99	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$151k		1.2k	126.28	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$140k		6.5k	21.49	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$138k		241.00	572.08	View chart
Sempra Energy Stock (SRE)	0.1	$136k		1.4k	97.17	View chart
Cardinal Health Stock (CAH)	0.0	$129k		612.00	211.31	View chart
Tesla Motors Stock (TSLA)	0.0	$126k	-35%	338.00	371.75	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$124k		655.00	189.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$123k	+7%	1.8k	67.53	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$115k		777.00	148.04	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$113k		996.00	113.11	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$107k	-22%	4.9k	21.89	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$104k	NEW	2.3k	44.62	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.0	$99k	NEW	4.0k	24.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$94k		755.00	124.31	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$92k		1.9k	48.46	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$92k	NEW	696.00	132.10	View chart
Gilead Sciences Stock (GILD)	0.0	$90k	-3%	642.00	139.42	View chart
Ge Aerospace Stock (GE)	0.0	$88k	-7%	308.00	284.04	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$86k		2.2k	40.10	View chart
Walmart Stock (WMT)	0.0	$82k		657.00	124.34	View chart
Micron Technology Stock (MU)	0.0	$79k	NEW	235.00	337.84	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$79k		369.00	215.12	View chart
Boeing Stock (BA)	0.0	$79k		395.00	199.03	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$74k		341.00	217.25	View chart
Spdr Gold Etf Etf (GLD)	0.0	$74k		171.00	430.29	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$73k		1.7k	42.72	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$72k		241.00	298.85	View chart
Amgen Stock (AMGN)	0.0	$70k		200.00	351.85	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$69k		875.00	78.41	View chart
Goldman Sachs Group Stock (GS)	0.0	$68k		80.00	845.99	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$63k		434.00	145.79	View chart
Johnson & Johnson Stock (JNJ)	0.0	$63k		258.00	244.44	View chart
Ge Vernova Stock (GEV)	0.0	$63k		72.00	872.90	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$62k		1.2k	52.76	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$62k		1.0k	61.26	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.0	$61k		980.00	61.89	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$60k		1.5k	39.94	View chart
Chevron Corporation Stock (CVX)	0.0	$55k		266.00	206.90	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$54k		372.00	145.75	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$54k	NEW	445.00	121.19	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$52k		128.00	407.69	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$52k		377.00	138.32	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$47k		321.00	146.28	View chart
Equinix Reit (EQIX)	0.0	$44k		45.00	980.24	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$43k		431.00	99.86	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$43k		1.4k	30.32	View chart
Visa Stock (V)	0.0	$43k		141.00	301.97	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$42k		1.4k	30.84	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$40k	+13%	435.00	92.74	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$38k		356.00	106.15	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$38k		1.5k	25.48	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.0	$37k		1.5k	24.80	View chart
Wells Fargo & Co Stock (WFC)	0.0	$37k		465.00	79.61	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$37k		738.00	50.14	View chart
Baidu Adr (BIDU)	0.0	$36k		325.00	111.42	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$36k	-73%	488.00	73.64	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$33k		108.00	302.25	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$32k		100.00	318.07	View chart
Innovator International Developed Power Buffer Etf August Etf (IAUG)	0.0	$32k		1.1k	28.65	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$31k		1.1k	29.08	View chart
Cisco Sys Stock (CSCO)	0.0	$31k		400.00	77.59	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$29k		240.00	120.81	View chart
Baxter Intl Stock (BAX)	0.0	$28k		1.6k	16.80	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$27k		151.00	181.76	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$27k		560.00	48.93	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$27k		73.00	370.04	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$26k		1.9k	13.76	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$26k		269.00	95.97	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$26k		2.4k	10.88	View chart
Vanguard European Etf (VGK)	0.0	$26k	NEW	312.00	82.43	View chart
Abbott Laboratories Stock (ABT)	0.0	$25k		240.00	102.67	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$24k	NEW	254.00	95.62	View chart
Innovator International Developed Power Buffer Etf February Etf (IFEB)	0.0	$23k		761.00	29.81	View chart
T-mobile Us Stock (TMUS)	0.0	$22k	-14%	104.00	210.03	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$22k		80.00	272.32	View chart
Mckesson Corp Stock (MCK)	0.0	$22k	-16%	25.00	865.36	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$21k		64.00	320.81	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$20k		121.00	168.98	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$20k		617.00	32.94	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$19k		173.00	110.47	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.0	$19k	NEW	289.00	66.00	View chart
Us Bancorp Stock (USB)	0.0	$19k		363.00	52.01	View chart
Advanced Micro Devices Stock (AMD)	0.0	$18k		89.00	203.43	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$17k		59.00	287.58	View chart
Honeywell Intl Stock (HON)	0.0	$17k		75.00	226.03	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$17k		101.00	165.70	View chart
Conocophillips Stock (COP)	0.0	$17k		126.00	132.00	View chart
Banco Santander Sa Adr (SAN)	0.0	$17k	NEW	1.5k	11.28	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$17k		81.00	203.79	View chart
Blackrock Stock (BLK)	0.0	$16k		17.00	961.71	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$16k		346.00	46.85	View chart
Constellation Energy Corp Stock (CEG)	0.0	$16k		58.00	279.26	View chart
Quanta Svcs Stock (PWR)	0.0	$16k		29.00	549.03	View chart
Philip Morris Intl Stock (PM)	0.0	$16k		95.00	165.34	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$15k		203.00	75.24	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$15k		512.00	29.13	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$15k		480.00	30.96	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$15k		483.00	30.50	View chart
Perspective Therapeutics Stock (CATX)	0.0	$15k		3.5k	4.17	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$14k		213.00	67.12	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$14k		110.00	125.46	View chart
Eli Lilly & Co Stock (LLY)	0.0	$14k		15.00	919.80	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$14k		220.00	62.68	View chart
Avantis Emerging Markets Ex-china Equity Etf Etf (AVXC)	0.0	$14k		202.00	67.63	View chart
Rtx Corporation Stock (RTX)	0.0	$13k		69.00	192.90	View chart
Direxion Daily Technology Bull 3x Etf Etf (TECL)	0.0	$13k		152.00	86.55	View chart
Capital One Finl Corp Stock (COF)	0.0	$13k		72.00	182.43	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$13k		550.00	23.09	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$13k	NEW	296.00	42.50	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$13k		163.00	77.11	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$12k		75.00	161.73	View chart
Caterpillar Stock (CAT)	0.0	$12k		17.00	708.47	View chart
MKS Stock (MKSI)	0.0	$12k	NEW	52.00	229.81	View chart
Bank America Corp Stock (BAC)	0.0	$12k	-36%	239.00	48.75	View chart
Waste Management Stock (WM)	0.0	$12k		50.00	229.80	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$11k		248.00	45.97	View chart
Consolidated Edison Stock (ED)	0.0	$11k		100.00	113.18	View chart
Innovator International Developed Power Buffer Etf - May Etf (IMAY)	0.0	$11k		365.00	30.13	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$11k	NEW	241.00	45.47	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$11k		418.00	25.88	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$11k		135.00	80.08	View chart
Uber Technologies Stock (UBER)	0.0	$11k		150.00	71.93	View chart
Innovator Equity Defined Protection Etf - 1 Yr March Etf (ZMAR)	0.0	$11k		386.00	27.59	View chart
Disney Walt Stock (DIS)	0.0	$11k		110.00	96.38	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$11k		36.00	294.17	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$10k		80.00	127.72	View chart
Lloyds Banking Group Adr (LYG)	0.0	$10k	NEW	2.0k	5.03	View chart
Mastercard Stock (MA)	0.0	$10k		20.00	504.70	View chart
Home Depot Stock (HD)	0.0	$9.9k		30.00	328.90	View chart
Southern Stock (SO)	0.0	$9.7k		100.00	96.52	View chart
Pepsico Stock (PEP)	0.0	$9.3k		60.00	155.28	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$9.1k	NEW	27.00	337.96	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$8.9k		105.00	84.77	View chart
Nike Inc Cl B Stock (NKE)	0.0	$8.7k		164.00	52.82	View chart
Newmont Corp Stock (NEM)	0.0	$8.7k	NEW	80.00	108.25	View chart
Exelon Corp Stock (EXC)	0.0	$8.6k		176.00	49.02	View chart
Joby Aviation Stock (JOBY)	0.0	$8.3k		1.0k	8.26	View chart
East West Bancorp Stock (EWBC)	0.0	$8.1k	NEW	76.00	106.76	View chart
Intl Business Machines Stock (IBM)	0.0	$8.0k		33.00	242.39	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$7.9k		60.00	131.02	View chart
Novartis Adr (NVS)	0.0	$7.8k	NEW	51.00	152.75	View chart
Nvent Elec Stock (NVT)	0.0	$7.7k	NEW	65.00	118.28	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$7.7k		167.00	45.82	View chart
Moderna Stock (MRNA)	0.0	$7.6k		150.00	50.80	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.6k		163.00	46.62	View chart
Target Corp Stock (TGT)	0.0	$7.3k		60.00	121.20	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$7.2k		66.00	108.47	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$7.1k		236.00	29.99	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$6.9k		84.00	81.98	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$6.9k		207.00	33.23	View chart
Royal Gold Stock (RGLD)	0.0	$6.9k		27.00	254.48	View chart
Autozone Stock (AZO)	0.0	$6.8k		2.00	3378.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$6.7k	NEW	72.00	93.00	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$6.5k	NEW	47.00	138.94	View chart
Targa Res Corp Stock (TRGP)	0.0	$6.5k	NEW	26.00	250.73	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.4k	-11%	90.00	71.23	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$6.2k		242.00	25.61	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$6.2k		250.00	24.63	View chart
Aflac Stock (AFL)	0.0	$6.1k		56.00	109.71	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$6.1k		207.00	29.62	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$6.1k		131.00	46.74	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$6.0k	NEW	219.00	27.40	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$6.0k		155.00	38.42	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$5.9k		50.00	118.22	View chart
Packaging Corp Amer Stock (PKG)	0.0	$5.7k	NEW	27.00	212.22	View chart
Innovator U.s. Small Cap Power Buffer Etf - May Etf (KMAY)	0.0	$5.7k		199.00	28.73	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$5.7k		33.00	172.76	View chart
Williams Sonoma Stock (WSM)	0.0	$5.7k	NEW	31.00	182.32	View chart
BP Adr (BP)	0.0	$5.6k	NEW	120.00	47.00	View chart
Innovator Growth-100 Power Buffer Etf - May Etf (NMAY)	0.0	$5.6k		200.00	28.05	View chart
Innovator Emerging Markets Power Buffer Etf - April Etf (EAPR)	0.0	$5.5k		184.00	29.88	View chart
Hubbell Stock (HUBB)	0.0	$5.4k	NEW	11.00	490.73	View chart
Cohen & Steers Reit Preferred Balance Income Cef (RNP)	0.0	$5.4k		271.00	19.76	View chart
Innovator International Developed Power Buffer Etf - July Etf (IJUL)	0.0	$5.3k		157.00	33.75	View chart
Akre Focus Etf Etf (AKRE)	0.0	$5.2k	NEW	98.00	52.85	View chart
Arm Holdings Adr (ARM)	0.0	$5.1k		34.00	151.29	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$5.1k	NEW	55.00	93.47	View chart
Leidos Holdings Stock (LDOS)	0.0	$5.1k	NEW	33.00	155.52	View chart
Snap On Stock (SNA)	0.0	$5.1k	NEW	14.00	363.21	View chart
Hologic Stock	0.0	$4.9k		65.00	75.58	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$4.9k		86.00	56.91	View chart
India Fund Cef (IFN)	0.0	$4.9k	+10%	432.00	11.31	View chart
Ishares Gold Trust Etf (IAU)	0.0	$4.8k		55.00	88.16	View chart
Littelfuse Stock (LFUS)	0.0	$4.8k	NEW	14.00	339.36	View chart
Nisource Stock (NI)	0.0	$4.7k	NEW	101.00	46.66	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$4.5k	NEW	97.00	46.38	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$4.5k		89.00	50.12	View chart
Equitable Hldgs Stock (EQH)	0.0	$4.4k	NEW	119.00	37.11	View chart
Brunswick Corp Stock (BC)	0.0	$4.4k	NEW	60.00	72.77	View chart
Citigroup Stock (C)	0.0	$4.3k		38.00	113.42	View chart
Crane Company Stock (CR)	0.0	$4.3k	NEW	25.00	171.00	View chart
Sony Group Corp Adr (SONY)	0.0	$4.2k	NEW	205.00	20.70	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$4.2k	NEW	17.00	249.06	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$4.2k	NEW	19.00	221.11	View chart
Raymond James Finl Stock (RJF)	0.0	$4.2k	NEW	29.00	144.79	View chart
Lci Inds Stock (LCII)	0.0	$4.2k	NEW	34.00	122.97	View chart
Comfort Sys Usa Stock (FIX)	0.0	$4.1k	NEW	3.00	1379.00	View chart
Assured Guaranty Stock (AGO)	0.0	$4.1k	NEW	50.00	81.48	View chart
Duke Energy Corp Stock (DUK)	0.0	$3.9k		30.00	130.93	View chart
Netflix Stock (NFLX)	0.0	$3.8k		40.00	96.15	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$3.7k	NEW	26.00	143.81	View chart
Eastgroup Pptys Reit (EGP)	0.0	$3.7k	NEW	20.00	185.10	View chart
Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC)	0.0	$3.7k	NEW	151.00	24.31	View chart
Sanofi Sa Adr (SNY)	0.0	$3.7k	NEW	76.00	48.18	View chart
Servisfirst Bancshares Stock (SFBS)	0.0	$3.6k	NEW	50.00	72.84	View chart
3M Stock (MMM)	0.0	$3.6k		25.00	145.24	View chart
Msa Safety Stock (MSA)	0.0	$3.4k	NEW	21.00	163.95	View chart
Avery Dennison Corp Stock (AVY)	0.0	$3.3k	NEW	19.00	172.68	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$3.3k	NEW	22.00	148.36	View chart
Amkor Technology Stock (AMKR)	0.0	$3.2k	NEW	71.00	45.03	View chart
Nordson Corp Stock (NDSN)	0.0	$3.2k	NEW	12.00	266.08	View chart
Timken Stock (TKR)	0.0	$3.1k	NEW	31.00	100.58	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$3.0k		66.00	45.89	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$2.9k	NEW	47.00	62.38	View chart
GSK Adr (GSK)	0.0	$2.9k	NEW	52.00	55.19	View chart
Ingredion Stock (INGR)	0.0	$2.8k	NEW	25.00	112.68	View chart
Rpm Intl Stock (RPM)	0.0	$2.8k	NEW	28.00	99.39	View chart
Nexstar Media Group Stock (NXST)	0.0	$2.7k	NEW	15.00	180.80	View chart
Western Digital Corp Stock (WDC)	0.0	$2.7k	NEW	10.00	270.50	View chart
At&t Stock (T)	0.0	$2.7k		92.00	28.99	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$2.7k	NEW	7.00	379.86	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$2.6k	NEW	19.00	137.11	View chart
Carnival Corp Stock (CCL)	0.0	$2.6k		101.00	25.76	View chart
Usa Rare Earth Stock (USAR)	0.0	$2.5k		163.00	15.13	View chart
United States Antimony Corp Stock (UAMY)	0.0	$2.4k		280.00	8.73	View chart
Dt Midstream Stock (DTM)	0.0	$2.4k	NEW	18.00	134.67	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$2.2k		69.00	32.03	View chart
Nrg Energy Stock (NRG)	0.0	$2.2k	NEW	15.00	146.13	View chart
Ishares Copper And Metals Mining Etf Etf (ICOP)	0.0	$2.2k		46.00	47.59	View chart
Quest Diagnostics Stock (DGX)	0.0	$2.2k	NEW	11.00	196.00	View chart
Innovator Emerging Markets Power Buffer Etf - July Etf (EJUL)	0.0	$2.1k		71.00	29.89	View chart
Trisalus Life Sciences Stock (TLSI)	0.0	$2.1k	NEW	530.00	4.00	View chart
Welltower Reit (WELL)	0.0	$2.0k		10.00	197.70	View chart
Reliance Stock (RS)	0.0	$1.8k	NEW	6.00	304.00	View chart
Eni Spa Adr (E)	0.0	$1.7k	NEW	30.00	56.60	View chart
Boston Scientific Corp Stock (BSX)	0.0	$1.6k		26.00	62.77	View chart
Critical Metals Corp Pubco Ord Stock (CRML)	0.0	$1.6k		201.00	7.94	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$1.5k		32.00	48.25	View chart
Amdocs Stock (DOX)	0.0	$1.5k	-83%	23.00	65.26	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$1.4k		30.00	46.90	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$1.4k	NEW	18.00	76.17	View chart
Concentra Group Holdings Paren Stock (CON)	0.0	$1.3k	NEW	61.00	21.44	View chart
United States Copper Index Fund Etf (CPER)	0.0	$1.3k		37.00	34.43	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$1.0k		12.00	85.17	View chart
Idacorp Stock (IDA)	0.0	$1.0k	NEW	7.00	143.00	View chart
C H Robinson Worldwide In Stock (CHRW)	0.0	$996.000000	NEW	6.00	166.00	View chart
Residential Reit Etf Etf (HAUS)	0.0	$947.001000		55.00	17.22	View chart
Ford Motor Company Stock (F)	0.0	$923.000000		80.00	11.54	View chart
Omnicom Group Stock (OMC)	0.0	$753.000000	NEW	10.00	75.30	View chart
Agree Rlty Corp Reit (ADC)	0.0	$677.999700	NEW	9.00	75.33	View chart
The Realreal Stock (REAL)	0.0	$263.001000		29.00	9.07	View chart
Quince Therapeutics Stock (QNCX)	0.0	$34.000000		340.00	0.10	View chart
Cree Stock (WOLF)	0.0	$16.000000		1.00	16.00	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 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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