13F Filings History of JMG Financial Group, Ltd.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$3,558,179,575
Signature - Title
Adam Boyer - Chief Operating Officer and Chief Compliance Officer
Location
Downers Grove, IL
Summary
This page shows a list of all the recent 13F filings made by JMG Financial Group, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JMG Financial Group, Ltd. reported 126 stock holdings with total value $3,558,179,575 as of Q4 2025. Top holdings included VOO, VO, VEA, SCHX, and DFSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $3,558,179,575 +$36,402,029 -$48,000,989 -$11,598,960 VOO, VO, VEA, SCHX, DFSV 13F-HR 10 Feb 2026, 12:43
Q3 2025 122 $3,512,291,308 +$28,419,391 -$33,549,862 -$5,130,471 VOO, VO, VEA, SCHX, DFSV 13F-HR 12 Nov 2025, 14:50
Q2 2025 124 $3,298,736,471 +$95,330,378 -$40,528,251 +$54,802,127 VOO, VO, VEA, SCHX, SPY 13F-HR 12 Aug 2025, 12:49
Q1 2025 119 $2,965,143,646 +$109,404,062 -$19,112,315 +$90,291,747 VOO, VO, VEA, SCHX, DFSV 13F-HR 05 May 2025, 09:40
Q4 2024 112 $2,931,811,168 +$302,733,090 -$9,891,531 +$292,841,559 VOO, VO, VEA, SCHX, DFSV 13F-HR 03 Feb 2025, 12:06
Q3 2024 117 $2,927,538,174 +$80,749,914 -$21,452,505 +$59,297,409 VOO, VO, VEA, SCHX, DFSV 13F-HR 22 Oct 2024, 15:42
Q2 2024 117 $2,678,093,103 +$60,269,930 -$22,232,243 +$38,037,687 VOO, VO, VEA, SCHX, SPY 13F-HR 30 Jul 2024, 17:16
Q1 2024 118 $2,622,733,894 +$86,459,127 -$18,509,447 +$67,949,680 VOO, VO, VEA, SCHX, SPY 13F-HR 30 Apr 2024, 11:15
Q4 2023 119 $2,384,599,035 +$106,744,278 -$22,002,843 +$84,741,435 VOO, VO, VEA, SCHX, SPY 13F-HR 01 Feb 2024, 17:32
Q3 2023 109 $2,072,840,177 +$49,466,304 -$21,737,278 +$27,729,026 VOO, VO, VEA, SCHX, SPY 13F-HR 31 Oct 2023, 15:16
Q2 2023 111 $2,133,200,000 +$68,838,445 -$12,085,919 +$56,752,526 VOO, VO, VEA, SCHX, SPY 13F-HR 25 Jul 2023, 12:09
Q1 2023 107 $1,971,443,000 +$66,360,829 -$18,084,091 +$48,276,738 VOO, VO, VEA, SCHX, SPY 13F-HR 12 Apr 2023, 13:44
Q4 2022 102 $1,822,461,000 +$178,156,018 -$22,805,110 +$155,350,908 VOO, VO, VEA, SCHX, SPY 13F-HR 27 Jan 2023, 16:13
Q3 2022 91 $1,539,002,000 +$61,736,190 -$31,400,202 +$30,335,988 VOO, VO, VEA, SCHX, SPY 13F-HR 17 Oct 2022, 12:14
Q2 2022 94 $1,612,569,000 +$91,414,126 -$154,557,811 -$63,143,685 VOO, VO, VEA, SPY, SCHX 13F-HR 26 Jul 2022, 13:17
Q1 2022 86 $1,991,463,000 +$204,045,169 -$7,462,562 +$196,582,607 VOO, VO, VEA, SPY, IWR 13F-HR 27 Apr 2022, 16:29
Q4 2021 82 $1,954,342,000 +$51,248,737 -$10,693,665 +$40,555,072 VOO, VO, VEA, SPY, IWR 13F-HR 25 Jan 2022, 17:28
Q3 2021 82 $1,791,723,000 +$43,168,579 -$10,057,146 +$33,111,433 VOO, VO, VEA, SPY, IWR 13F-HR 19 Oct 2021, 11:52
Q2 2021 84 $1,777,202,000 +$59,507,823 -$10,888,607 +$48,619,216 VOO, VO, VEA, SPY, IWR 13F-HR 29 Jul 2021, 12:19
Q1 2021 82 $1,618,008,000 +$99,523,164 -$19,995,498 +$79,527,666 VOO, VO, VEA, SPY, IWR 13F-HR 05 May 2021, 11:50
Q4 2020 80 $1,453,963,000 +$81,492,785 -$29,535,756 +$51,957,029 VOO, VO, VEA, SPY, IWR 13F-HR 03 Feb 2021, 11:30
Q3 2020 70 $1,233,954,000 +$19,863,758 -$11,734,436 +$8,129,322 VOO, VO, SPY, IWR, SCHX 13F-HR 23 Oct 2020, 15:13
Q2 2020 74 $1,139,518,000 +$32,950,411 -$19,752,578 +$13,197,833 VOO, VO, SPY, IWR, SCHX 13F-HR 17 Jul 2020, 13:19
Q1 2020 72 $937,549,000 +$156,792,709 -$19,178,390 +$137,614,319 VOO, VO, SPY, IWR, SCHX 13F-HR 15 Apr 2020, 16:26
Q4 2019 78 $1,027,782,000 +$39,703,682 -$32,088,895 +$7,614,787 VOO, VO, SPY, IWR, VWO 13F-HR 21 Jan 2020, 12:54
Q3 2019 72 $955,622,000 +$27,525,674 -$6,190,635 +$21,335,039 VOO, VO, SPY, IWR, VWO 13F-HR 24 Oct 2019, 14:04
Q2 2019 73 $932,858,000 +$52,636,308 -$4,292,918 +$48,343,390 VOO, VO, SPY, IWR, VWO 13F-HR 02 Aug 2019, 16:24
Q1 2019 70 $858,936,000 +$14,419,864 -$141,922,861 -$127,502,997 VOO, VO, SPY, IWR, VWO 13F-HR 13 May 2019, 11:45
Q4 2018 66 $870,692,000 +$118,929,658 -$19,568,510 +$99,361,148 VOO, VO, SPY, IWR, VTI 13F-HR 24 Jan 2019, 13:31
Q3 2018 70 $954,626,000 +$66,554,087 -$59,730,104 +$6,823,983 VOO, VO, SPY, IWR, VTI 13F-HR 06 Nov 2018, 13:16
Q2 2018 68 $908,500,000 +$71,657,068 -$22,401,855 +$49,255,213 VOO, VO, SPY, IWR, VEA 13F-HR 02 Aug 2018, 14:09
Q1 2018 61 $848,787,000 +$24,843,303 -$7,659,343 +$17,183,960 VOO, VO, VEA, SPY, IWR 13F-HR 25 Apr 2018, 14:44
Q4 2017 63 $841,615,000 +$30,775,776 -$5,853,673 +$24,922,103 VOO, VO, VEA, SPY, IWR 13F-HR 30 Jan 2018, 17:08
Q3 2017 56 $778,801,000 +$6,083,782 -$59,874,510 -$53,790,728 VOO, VO, VEA, SPY, IWR 13F-HR 17 Oct 2017, 16:24
Q2 2017 56 $803,098,000 +$31,262,985 -$5,489,390 +$25,773,595 VOO, VO, VEA, SPY, IWR 13F-HR 19 Jul 2017, 13:34
Q1 2017 57 $757,585,000 +$79,044,959 -$13,552,164 +$65,492,795 VOO, VO, SPY, VEA, IWR 13F-HR 26 Apr 2017, 13:06
Q4 2016 55 $654,976,000 +$46,894,786 -$11,550,999 +$35,343,787 VOO, VO, SPY, IWR, VEA 13F-HR 01 Feb 2017, 16:18
Q3 2016 52 $612,974,000 +$20,248,952 -$8,306,221 +$11,942,731 VOO, VO, SPY, IWR, VEU 13F-HR 12 Oct 2016, 12:05
Q2 2016 52 $578,985,000 +$48,246,084 -$15,244,788 +$33,001,296 VOO, VO, SPY, IWR, VEU 13F-HR 21 Jul 2016, 12:24
Q1 2016 56 $533,119,000 +$107,682,110 -$53,666,723 +$54,015,387 VOO, SPY, VO, IWR, VEU 13F-HR 21 Apr 2016, 15:35
Q4 2015 57 $473,554,000 +$58,474,061 -$5,098,383 +$53,375,678 VEU, SPY, VOO, IWR, VWO 13F-HR 29 Jan 2016, 15:41
Q3 2015 55 $407,558,000 +$28,539,732 -$10,750,293 +$17,789,439 VEU, SPY, VOO, VWO, IWR 13F-HR 29 Oct 2015, 14:23
Q2 2015 56 $432,823,000 +$15,295,150 -$4,714,180 +$10,580,970 VEU, SPY, VOO, VWO, IWR 13F-HR 21 Jul 2015, 16:50
Q1 2015 57 $428,288,000 +$46,975,987 -$8,692,340 +$38,283,647 VEU, SPY, VOO, VWO, IWR 13F-HR 27 Apr 2015, 13:03
Q4 2014 56 $383,321,000 +$33,020,804 -$10,207,149 +$22,813,655 VEU, SPY, AMJ, VOO, VWO 13F-HR 22 Jan 2015, 17:09
Q3 2014 55 $359,885,000 +$15,508,798 -$3,850,912 +$11,657,886 VEU, SPY, AMJ, VWO, VOO 13F-HR 21 Oct 2014, 12:49
Q2 2014 55 $354,705,000 +$17,373,469 -$8,299,847 +$9,073,622 VEU, SPY, AMJ, VWO, VOO 13F-HR 23 Jul 2014, 14:47
Q1 2014 54 $328,008,000 +$13,474,489 -$25,718,919 -$12,244,430 VEU, SPY, AMJ, VWO, VOO 13F-HR 24 Apr 2014, 12:49
Q4 2013 52 $337,103,000 $0 $0 $0 VEU, AMJ, SPY, VWO, VOO 13F-HR 24 Jan 2014, 14:17