Notify me when JDM Financial Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 248 | $215,695,798 | +$40,849,155 | -$10,870,881 | +$29,978,274 | BKLC, XHLF, SPDW, SGOV, IVV | 13F-HR | 02 Feb 2026, 16:53 |
| Q3 2025 | 280 | $238,446,690 | +$35,058,257 | -$8,297,746 | +$26,760,511 | BKLC, XHLF, VOO, SPDW, IVV | 13F-HR | 20 Oct 2025, 17:44 |
| Q2 2025 | 260 | $211,798,387 | +$5,881,306 | -$7,077,280 | -$1,195,974 | VOO, BKLC, SPDW, IVV, XHLF | 13F-HR | 01 Aug 2025, 17:38 |
| Q1 2025 | 297 | $196,950,923 | +$13,256,038 | -$3,510,617 | +$9,745,421 | VOO, BKLC, XHLF, SPDW, IVV | 13F-HR | 14 May 2025, 21:05 |
| Q4 2024 | 336 | $192,310,304 | +$11,652,749 | -$2,612,754 | +$9,039,995 | VOO, BKLC, XHLF, IVV, SPDW | 13F-HR | 14 Feb 2025, 19:32 |
| Q3 2024 | 406 | $183,923,266 | +$46,273,574 | -$20,022,126 | +$26,251,448 | VOO, BKLC, XHLF, IVV, SPDW | 13F-HR | 15 Nov 2024, 17:47 |
| Q2 2024 | 222 | $148,024,410 | +$9,830,858 | -$1,239,905 | +$8,590,953 | VOO, IVV, SPDW, VO, VB | 13F-HR | 13 Aug 2024, 19:08 |
| Q1 2024 | 212 | $137,144,047 | +$8,524,356 | -$1,018,375 | +$7,505,981 | VOO, IVV, SPDW, VO, VB | 13F-HR | 08 May 2024, 20:03 |
| Q4 2023 | 210 | $120,515,609 | +$827,497 | -$545,428 | +$282,069 | VOO, IVV, SPDW, VO, VB | 13F-HR | 02 Feb 2024, 18:27 |
| Q3 2023 | 209 | $108,459,568 | +$465,846 | -$2,165,386 | -$1,699,540 | VOO, IVV, SPDW, VO, VB | 13F-HR | 15 Nov 2023, 17:53 |
| Q2 2023 | 209 | $115,106,191 | +$463,820 | -$704,643 | -$240,823 | VOO, IVV, SPDW, VO, VB | 13F-HR | 04 Aug 2023, 19:01 |
| Q1 2023 | 217 | $108,536,691 | +$868,321 | -$3,777,438 | -$2,909,117 | VOO, IVV, SPDW, VO, VB | 13F-HR | 08 May 2023, 19:30 |
| Q4 2022 | 217 | $104,487,427 | $0 | $0 | $0 | VOO, IVV, SPDW, VO, VB | Restatement | 17 Jan 2023, 19:49 |