13F filer

JDM Financial Group

As of Jun 30, 2026 Filed Aug 18, 2026 CIK 1960212 SEC filings ↗

13F Value

$292.9M

Positions

332

Top Position

BKLC11.8%

Top 5

45.9%

Latest filing changes

vs Mar 31, 2026

1 BKLC BNY Mellon US Large Cap Core Equity ETF +30.6%+$8.1M

2 JPST JPMorgan Ultra-Short Income ETF +693.4%+$5.6M

3 SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF +18.9%+$5.2M

4 VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares +27.7%+$2.9M

5 VOO Vanguard 500 Index Fund — ETF Shares +13.2%+$2.3M

Holdings332

#
1	BKLC BNY Mellon US Large Cap Core Equity ETF	11.8%	$34.5M	+30.6%	343.7K	11.7%	ETF
2	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	11.1%	$32.5M	+18.9%	884.7K	10.3%	ETF
3	XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	8.6%	$25.1M	-6.3%	498.8K	10.3%	ETF
4	SGOV iShares 0-3 Month Treasury Bond ETF	7.7%	$22.5M	-3.3%	274.6K	9.1%	ETF
5	VOO Vanguard 500 Index Fund — ETF Shares	6.8%	$19.9M	+13.2%	340.6K	6.9%	ETF
6	IVV iShares Core S&P 500 ETF	5.3%	$15.5M	-1.5%	20.7K	5.3%	ETF
7	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	4.6%	$13.6M	+27.7%	120.6K	4.6%	ETF
8	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	4.5%	$13.2M	-32.0%	229.9K	4.6%	ETF
9	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	4.4%	$12.8M	+8.9%	337.8K	4.5%	ETF
10	VNQ Vanguard Real Estate Index Fund — ETF Shares	3.8%	$11.0M	+16.4%	163.8K	3.8%	ETF
11	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.3%	$6.6M	+0.6%	8.9K	2.2%	ETF
12	JPST JPMorgan Ultra-Short Income ETF	2.2%	$6.4M	+693.4%	126.0K	0.3%	ETF
13	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.1%	$6.1M	+58.5%	85.5K	1.3%	ETF
14	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.0%	$5.7M	+4.3%	48.2K	1.7%	ETF
15	AAPL Apple	1.9%	$5.6M	-0.2%	19.3K	1.9%	Common Stock
16	PJAN Innovator U.S. Equity Power Buffer ETF — January	1.7%	$5.1M	-0.5%	103.5K	1.9%	ETF
17	TBUX T. Rowe Price Ultra Short-Term Bond ETF	1.5%	$4.3M	NEW	86.3K	—	ETF
18	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.5%	$4.3M	+8.5%	70.4K	1.4%	ETF
19	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.2%	$3.6M	+0.0%	40.7K	1.2%	ETF
20	IJAN Innovator Intl Developed Power Buffer ETF — January	1.1%	$3.1M	-0.6%	82.5K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing8

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.