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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEI iShares Lehman 3-7 Year Treasu 2,995.0 $357K 0.01% $119.35 -1.9%
102 ITOT iShares Core S&P Total US Stoc 2,376.0 $353K 0.01% $148.69 +9.6%
103 GOOG Alphabet Inc Cl C Communication Services 1,120.0 $351K 0.01% -1K -47.4% $313.80 +20.9%
104 DLN WidsomTree US Large Cap Divide 3,902.0 $344K 0.01% $88.09 +9.3%
105 JNJ Johnson & Johnson Healthcare 1,652.0 $342K 0.01% -665.0 -28.7% $206.90 +13.3%
106 MGK Vanguard Mega Cap Growth ETF 826.0 $341K 0.01% $412.77 -78.4%
107 Bluerock Private Real Estate F 20,785.0 $312K 0.01% NEW $15.00
108 HD Home Depot Inc Consumer Cyclical 850.0 $292K 0.01% $344.10 -9.0%
109 VBK Vanguard Small Cap Growth 935.0 $282K 0.01% -23.0 -2.4% $302.13 +14.9%
110 PG Procter & Gamble Co Consumer Defensive 1,887.0 $270K 0.01% $143.29 +0.8%
111 IBIT iShares Bitcoin Financial Services 5,340.0 $265K 0.01% -3K -35.9% $49.65 -13.5%
112 AOR iShares Core Growth Allocation 3,996.0 $260K 0.01% $65.01 +5.8%
113 GWX SPDR S&P International Small C 6,329.0 $259K 0.01% $40.86 +13.0%
114 VPU Vanguard Utilities ETF 1,342.0 $248K 0.01% $185.06 +6.2%
115 OShares FTSE Russell Small Cap 5,579.0 $244K 0.01% $43.74
116 SPDW SPDR Portfolio Developed World 5,271.0 $234K 0.01% $44.41 +13.1%
117 UNP Union Pacific Corp Industrials 1,000.0 $231K 0.01% NEW $231.32 +14.9%
118 DGRO iShares Core Dividend Growth 3,300.0 $229K 0.01% $69.42 +7.8%
119 SPYG SPDR S&P 500 Growth ETF 2,136.0 $228K 0.01% +130.0 +6.5% $106.70 +10.9%
120 FIS Fidelity National Information Technology 3,419.0 $227K 0.01% +51.0 +1.5% $66.46 -34.5%
Page 6 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%