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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPYG SPDR S&P 500 Growth ETF 2,006.0 $210K 0.01% NEW $104.51 +13.2%
122 ACWV iShares MSCI All Country World 1,738.0 $208K 0.01% NEW $119.92 +2.1%
Page 7 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%