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Portfolio (Quarterly) Guide ↗

JMG Financial Group, Ltd.

· CIK 0001314404
13F Portfolio $3.6B AUM 126 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 31 Added 45 Reduced 2 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSLC Goldman Sachs Active Beta ETF 2,865.0 $379K 0.01% -964.0 -25.2% $132.36 +7.0%
42 GOOG Alphabet Inc Cl C Communication Services 1,120.0 $351K 0.01% -1K -47.4% $313.80 +20.9%
43 JNJ Johnson & Johnson Healthcare 1,652.0 $342K 0.01% -665.0 -28.7% $206.90 +13.3%
44 VBK Vanguard Small Cap Growth 935.0 $282K 0.01% -23.0 -2.4% $302.13 +14.9%
45 IBIT iShares Bitcoin Financial Services 5,340.0 $265K 0.01% -3K -35.9% $49.65 -13.5%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.4%
Technology 1.8%
Communication Services 1.1%
Consumer Cyclical 0.4%
Consumer Defensive 0.4%
Industrials 0.4%
Energy 0.3%
Healthcare 0.3%