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Jordan Park Group

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

Top 5 stock holdings are IEMG, GOVT, XLV, VONE, SPY, and represent 62.85% of Jordan Park Group's stock portfolio.
Added to shares of these 10 stocks: XLV (+$201M), MCHI (+$40M), INDA (+$32M), EWZ (+$15M), EWT (+$10M), VONE (+$9.3M), VTEB (+$6.0M), BND (+$5.9M), CORZ (+$5.8M), HYGW (+$5.8M).
Started 7 new stock positions in EWZ, XLV, SHV, HYGW, CORZ, KSA, INDA.
Reduced shares in these 10 stocks: GOVT (-$144M), SPY (-$17M), VGIT, HYMB, VWO, IWB, IEMG, AMZN, SUB, IWR.
Sold out of its positions in AMZN, IWM, SUB, ORCL, PANW.
Jordan Park Group was a net buyer of stock by $167M.
Jordan Park Group has $1.9B in assets under management (AUM), dropping by 8.82%.
Central Index Key (CIK): 0001707975

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Portfolio Holdings for Jordan Park Group

Jordan Park Group holds 69 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
Ishares Core Msci Emkt (IEMG)	25.2	$473M		6.8M	69.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	15.3	$287M	-33%	13M	22.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	10.7	$201M	NEW	1.4M	146.58	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	6.4	$120M	+8%	408k	295.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.3	$100M	-14%	153k	650.34	View chart
Ishares Msci Taiwan Etf (EWT)	3.5	$66M	+18%	821k	80.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$59M	+3%	655k	90.53	View chart
Ishares Tr Msci China Etf (MCHI)	2.8	$52M	+311%	3.0M	17.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$45M	+15%	611k	73.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.3	$44M	-8%	739k	59.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.3	$44M	-4%	123k	356.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	2.3	$44M		130k	337.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	2.3	$42M		995k	42.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$35M	+20%	703k	49.89	View chart
Ishares Tr Msci India Etf (INDA)	1.7	$32M	NEW	1.5M	21.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$27M		427k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$27M	-7%	495k	54.05	View chart
Ishares Msci Sth Kor Etf (EWY)	0.8	$16M	+31%	112k	139.53	View chart
Ishares Msci Brazil Etf (EWZ)	0.8	$15M	NEW	328k	44.45	View chart
Spdr Series Trust State Street Spd (HYMB)	0.7	$14M	-17%	562k	24.80	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.7	$12M		854k	14.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.5M	+29%	13k	597.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$7.5M		35k	215.06	View chart
Global X Fds Msci Greece Etf (GREK)	0.4	$7.3M		114k	63.87	View chart
NVIDIA Corporation (NVDA)	0.4	$7.3M		42k	174.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$6.9M		19k	370.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$6.6M		87k	75.19	View chart
Core Scientific (CORZ)	0.3	$5.8M	NEW	390k	14.96	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.3	$5.8M	NEW	798k	7.30	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$5.3M		57k	93.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.3M	-7%	12k	426.40	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$5.2M	+20%	56k	91.64	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$3.7M	NEW	31k	119.82	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$3.5M	+2%	25k	141.42	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.2	$3.4M	NEW	196k	17.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.3M		17k	191.92	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.3M		16k	205.80	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.2	$3.2M		75k	43.50	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.2	$3.0M		33k	92.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.9M		9.0k	320.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.6M		6.0k	436.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.5M		50k	49.40	View chart
Apple (AAPL)	0.1	$1.8M		7.0k	253.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M		7.8k	213.67	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$1.5M	-14%	64k	23.32	View chart
General Motors Company (GM)	0.1	$1.4M		18k	74.50	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$1.3M		8.0k	167.22	View chart
Meta Platforms Cl A (META)	0.1	$1.3M		2.3k	572.13	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.1M		16k	68.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.0M		1.7k	616.76	View chart
Applied Materials (AMAT)	0.1	$991k		2.9k	341.79	View chart
Bank of America Corporation (BAC)	0.0	$926k		19k	48.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$913k	+3%	20k	45.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$900k	+4%	9.4k	95.62	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$767k	+7%	15k	50.14	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$767k		6.9k	111.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$756k		1.2k	653.21	View chart
Trinet (TNET)	0.0	$729k		20k	36.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$630k	-28%	3.3k	189.59	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$615k		11k	55.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$582k	+18%	8.3k	70.18	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$559k		5.0k	111.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$473k	-64%	4.9k	97.23	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$394k	-23%	6.6k	59.22	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$309k		5.1k	60.43	View chart
Iron Mountain (IRM)	0.0	$286k		2.8k	102.14	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$256k		4.1k	61.89	View chart
Danaher Corporation (DHR)	0.0	$214k		1.1k	189.60	View chart
Visa Com Cl A (V)	0.0	$212k	-36%	700.00	302.24	View chart

Past Filings by Jordan Park Group

SEC 13F filings are viewable for Jordan Park Group going back to 2017

Jordan Park Group 2026 Q1 filed May 11, 2026
Jordan Park Group 2025 Q4 filed Feb. 10, 2026
Jordan Park Group 2025 Q3 filed Nov. 3, 2025
Jordan Park Group 2025 Q2 filed July 31, 2025
Jordan Park Group 2025 Q1 filed April 29, 2025
Jordan Park Group 2024 Q4 filed Feb. 3, 2025
Jordan Park Group 2024 Q3 filed Nov. 14, 2024
Jordan Park Group 2024 Q2 filed Aug. 7, 2024
Jordan Park Group 2024 Q1 filed May 10, 2024
Jordan Park Group 2023 Q4 filed Feb. 8, 2024
Jordan Park Group 2023 Q3 filed Nov. 9, 2023
Jordan Park Group 2023 Q2 filed Aug. 14, 2023
Jordan Park Group 2023 Q1 filed May 11, 2023
Jordan Park Group 2022 Q4 filed Feb. 8, 2023
Jordan Park Group 2022 Q3 filed Oct. 28, 2022
Jordan Park Group 2022 Q2 filed July 12, 2022

View all past filings

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