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JMG Financial Group, Ltd. - Portfolio Stock Holdings

JMG Financial Group, Ltd. disclosed 138 stock positions in a recent SEC 13F filing. $4,139,002,982 of stock holdings were filed, with the largest holdings including VOO, VO, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $7,500,135,482 and has 103 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

138

Est. Stock Holding Value:

$4,139,002,982

Top Stock Holdings By Sector

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Portfolio Stock Holdings - JMG Financial Group, Ltd.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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