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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 2 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU Vanguard FTSE All-World EX-US 220,615.0 $16.2M 0.46% -3K -1.2% $73.56 +12.1%
22 IWP iShares Russell Midcap Growth 113,520.0 $15.5M 0.44% -3K -2.3% $136.94 +1.8%
23 IWB iShares Russell 1000 Index Fun 36,970.0 $13.8M 0.39% -4K -9.4% $373.44 +8.9%
24 VUG Vanguard Growth Vipers 26,912.0 $13.1M 0.37% -2K -6.8% $487.86 -82.1%
25 VOE Vanguard Mid Cap Value 59,509.0 $10.6M 0.30% -1K -2.2% $177.37 +9.6%
26 IWS iShares Russell Midcap Value 74,632.0 $10.5M 0.30% -1K -1.9% $141.05 +12.5%
27 VNQI Vanguard Global Ex US Real Est 206,702.0 $9.5M 0.27% $45.84 -0.5%
28 VTV Vanguard Value 49,185.0 $9.4M 0.26% +892.0 +1.9% $190.99 +10.4%
29 SCHG Schwab US Large Cap Growth ETF 259,882.0 $8.5M 0.24% -5K -1.8% $32.62 +5.4%
30 QQQ Invesco QQQ Trust Financial Services 12,725.0 $7.8M 0.22% -109.0 -0.8% $614.30 +16.8%
31 SCHB Schwab US Broad Market ETF 296,375.0 $7.8M 0.22% -28K -8.6% $26.23 +9.5%
32 IWM iShares Russell 2000 Index 31,219.0 $7.7M 0.22% +625.0 +2.0% $246.16 +15.8%
33 VOT Vanguard Mid Cap Growth Index 26,029.0 $7.3M 0.20% -913.0 -3.4% $279.14 +4.3%
34 DFAS Dimensional US Small Cap ETF 94,533.0 $6.6M 0.18% +1K +1.2% $69.67 +11.3%
35 IWD iShares Russell 1000 Value Ind 24,833.0 $5.2M 0.15% -529.0 -2.1% $210.34 +12.4%
36 VB Vanguard Small Cap 19,782.0 $5.1M 0.14% -665.0 -3.2% $257.94 +12.1%
37 IUSG iShares Core US Growth ETF 26,307.0 $4.4M 0.12% $167.94 +11.1%
38 MDY SPDR S&P MidCap 400 ETF Trust Financial Services 7,053.0 $4.3M 0.12% $603.29 +11.2%
39 EFA iShares MSCI EAFE Index Fund 43,803.0 $4.2M 0.12% +2K +4.3% $96.03 +8.3%
40 VIG Vanguard Dividend Appreciation 18,526.0 $4.1M 0.11% -659.0 -3.4% $219.78 +6.1%
Page 2 of 7  ·  126 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%