JDM Financial Group LLC - Portfolio Stock Holdings
JDM Financial Group LLC disclosed 337 stock positions in a recent SEC 13F filing. $543,940,651 of stock holdings were filed, with the largest holdings including VOO, SPDW, and VB. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $352,799,208 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
337Est. Stock Holding Value:
$543,940,651Top Stock Holdings By Sector
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Portfolio Stock Holdings - JDM Financial Group LLC
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