Filer Snapshot

JMG Financial Group, Ltd.

CIK 0001314404. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

77

Latest Filing

07 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 07 May 2026 for CIK 0001314404.

View Source Filing
Business address
2001 Butterfield Road, Suite 1400, Downers Grove, IL, 60515
Top securities (13F)
VOO, VEA, VO, DFSV, SCHX, SPY, DFIC, DFGR, VWO, SCHF, SCHM, IWR, VBR, DFEM, VTI, VV, SCHE, IVV, VNQ, and VEU
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about JMG Financial Group, Ltd.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $3.63B across 127 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $833.44M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 127 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 07 May 2026

VOO

22.9%

Vanguard S&P 500 ETF

$833.44M

VEA

11.1%

Vanguard MSCI EAFE ETF

$402.16M

VO

11%

Vanguard Mid Cap Vipers

$401.08M

DFSV

6%

Dimensional US Small Cap Value

$216.95M

SCHX

5.9%

Schwab US Large Cap ETF

$213.67M

Latest update

What changed recently for JMG Financial Group, Ltd.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.

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Benchmark Context

Benchmark context for this company

JMG Financial Group, Ltd. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

JMG Financial Group, Ltd. has filed 77 SEC EDGAR filings since 11 Feb 2005. Common forms include 13F-HR, N-PX.

JMG Financial Group, Ltd. SEC filings JMG Financial Group, Ltd. 13F portfolio

Latest Filings

Recent SEC filings for JMG Financial Group, Ltd. with direct links to document and filing folders.

13F-HR File 028-11111

13F-HR filing

Filing date
07 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
10 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-11111

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-11111

N-PX filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-11111

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
05 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-11111

13F-HR filing

Filing date
03 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
22 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-11111

N-PX filing

Filing date
01 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
30 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
02 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
31 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
25 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
12 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
27 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
17 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
26 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
27 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
19 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
29 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
05 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
03 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
23 Oct 2020
Reporting date
30 Sep 2020
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13F-HR File 028-11111

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
15 Apr 2020
Reporting date
31 Mar 2020
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13F-HR File 028-11111

13F-HR filing

Filing date
21 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
24 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
02 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
13 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
24 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
06 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
02 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
25 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
30 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
17 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
19 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
26 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
01 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
12 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
21 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
21 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
29 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
29 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
21 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
27 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
22 Jan 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
21 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
23 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
24 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
24 Jan 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
17 Oct 2013
Reporting date
30 Sep 2013
SEC evidence
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13F-HR File 028-11111

13F-HR filing

Filing date
22 Jul 2013
Reporting date
30 Jun 2013
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13F-HR File 028-11111

MARCH 2013 FORM 13F-HR

Filing date
12 Apr 2013
Reporting date
31 Mar 2013
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13F-HR File 028-11111

DECEMBER 2012 FORM 13F

Filing date
01 Feb 2013
Reporting date
31 Dec 2012
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13F-HR File 028-11111

SEPTEMBER 30, 2012 FORM 13F

Filing date
24 Oct 2012
Reporting date
30 Sep 2012
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13F-HR File 028-11111

FORM 13F-HR SECOND QUARTER 2012

Filing date
26 Jul 2012
Reporting date
30 Jun 2012
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13F-HR File 028-11111

FORM 13F-HR FOR QUARTER ENDING MARCH 31, 2012

Filing date
24 Apr 2012
Reporting date
31 Mar 2012
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13F-HR File 028-11111

DECEMBER 2011 FORM 13F-HR

Filing date
30 Jan 2012
Reporting date
31 Dec 2011
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13F-HR File 028-11111

SEPTEMBER 2011 FORM 13F

Filing date
21 Oct 2011
Reporting date
30 Sep 2011
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13F-HR File 028-11111

JUNE 2011 FORM 13F

Filing date
01 Aug 2011
Reporting date
30 Jun 2011
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13F-HR File 028-11111

MARCH 2011 FORM 13F

Filing date
14 Apr 2011
Reporting date
31 Mar 2011
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13F-HR File 028-11111

DECEMBER 2010 FORM 13F

Filing date
31 Jan 2011
Reporting date
31 Dec 2010
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13F-HR File 028-11111

SEPTEMBER 2010 FORM 13F

Filing date
22 Oct 2010
Reporting date
30 Sep 2010
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13F-HR File 028-11111

JUNE 2010 FORM 13F

Filing date
29 Jul 2010
Reporting date
30 Jun 2010
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13F-HR File 028-11111

MARCH 2010 FORM 13F

Filing date
30 Apr 2010
Reporting date
31 Mar 2010
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13F-HR File 028-11111

DECEMBER 2009 FORM 13F

Filing date
21 Jan 2010
Reporting date
31 Dec 2009
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About this filer

JMG Financial Group, Ltd. files with the SEC under CIK 0001314404. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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