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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTEB Vanguard Tax Exempt Bond Index 4,386.0 $221K 0.01% $50.29 -0.8%
122 AKRE Akre Focus ETF 3,334.0 $218K 0.01% NEW $65.51 -16.9%
123 IVOV Vanguard S&P Mid Cap 400 Value 2,086.0 $211K 0.01% $101.01 +7.5%
124 ACWV iShares MSCI All Country World 1,738.0 $206K 0.01% $118.75 +3.1%
125 EFV iShares MSCI EAFE Value Index 2,847.0 $203K 0.01% NEW $71.41 +10.1%
126 MRK Merck & Co Inc Healthcare 1,925.0 $203K 0.01% NEW $105.26 +16.3%
Page 7 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%