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JMG Financial Group, Ltd. - Portfolio Stock Holdings

JMG Financial Group, Ltd. disclosed 146 stock positions in a recent SEC 13F filing. $4,211,553,549 of stock holdings were filed, with the largest holdings including VOO, VO, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.

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:

Sept. 30, 2026

No. of Stocks:

146

Est. Stock Holding Value:

$4,211,553,549

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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