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Portfolio (Quarterly) Guide ↗

JMG Financial Group, Ltd.

· CIK 0001314404
13F Portfolio $3.5B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TDG TransDigm Group Inc Industrials 513.0 $676K 0.02% NEW $1318.02 -7.9%
82 USXF iShares ESG Advanced MSCI USA 11,633.0 $667K 0.02% NEW $57.31 +15.8%
83 FNDA Schwab Fundamental US Small Co 20,850.0 $650K 0.02% NEW $31.16 +14.6%
84 VXUS Vanguard Total International S 8,384.0 $616K 0.02% NEW $73.46 +15.0%
85 MA MasterCard Inc Financial Services 1,019.0 $579K 0.02% NEW $568.66 -12.3%
86 SCZ iShares MSCI EAFE Small Cap In 7,541.0 $579K 0.02% NEW $76.72 +11.0%
87 IBIT iShares Bitcoin Financial Services 8,326.0 $541K 0.01% NEW $65.00 -33.9%
88 GOOG Alphabet Inc Cl C Communication Services 2,130.0 $519K 0.01% NEW $243.53 +55.8%
89 GSLC Goldman Sachs Active Beta ETF 3,829.0 $499K 0.01% NEW $130.28 +8.7%
90 FNDX Schwab Fundamental Large Cap I 17,875.0 $470K 0.01% NEW $26.30 +17.2%
91 XOM Exxon Mobil Corporation Energy 4,145.0 $467K 0.01% NEW $112.75 +37.4%
92 XLF SPDR Financial Select Sector E 8,554.0 $461K 0.01% NEW $53.87 -3.6%
93 TIP iShares Barclays US Treasury I 4,029.0 $448K 0.01% NEW $111.22 -0.8%
94 VONG Vanguard Russell 1000 Growth 3,689.0 $444K 0.01% NEW $120.49 +6.8%
95 EFAV iShares MSCI EAFE Minimum Vola 5,231.0 $444K 0.01% NEW $84.83 +7.8%
96 JNJ Johnson & Johnson Healthcare 2,317.0 $430K 0.01% NEW $185.39 +26.4%
97 AMZN Amazon Communications Consumer Cyclical 1,915.0 $420K 0.01% NEW $219.57 +21.3%
98 IJS iShares S&P Small Cap 600 Valu 3,723.0 $412K 0.01% NEW $110.60 +17.0%
99 EFG iShares MSCI EAFE Growth Index 3,424.0 $390K 0.01% NEW $113.88 +6.7%
100 FNDF Schwab Fundamental Intl Large 8,468.0 $364K 0.01% NEW $42.96 +24.2%
Page 5 of 7  ·  122 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 2.2%
Communication Services 1.1%
Consumer Cyclical 0.4%
Industrials 0.3%
Energy 0.2%
Healthcare 0.2%
Consumer Defensive 0.1%