JMG Financial Group, Ltd. - Portfolio Stock Holdings
JMG Financial Group, Ltd. disclosed 120 stock positions in a recent SEC 13F filing. $3,278,479,525 of stock holdings were filed, with the largest holdings including VOO, VEA, and DFSV. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.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:
March 31, 2026No. of Stocks:
120Est. Stock Holding Value:
$3,278,479,525Top Stock Holdings By Sector
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Portfolio Stock Holdings - JMG Financial Group, Ltd.
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