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Portfolio (Quarterly) Guide ↗

JMAC ENTERPRISES LLC

· CIK 0001907294
13F Portfolio $593M AUM 122 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 46 Added 26 Reduced 5 Exited
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWD ISHARES TR 143,943.0 $34.9M 5.88% $242.43 +6.1%
2 QQQ INVESCO QQQ TR Financial Services 45,564.0 $33.6M 5.65% -4K -8.3% $736.41 -3.1%
3 AMGN AMGEN INC Healthcare 90,739.0 $32.9M 5.54% $362.12 +21.3%
4 IWF ISHARES TR 238,795.0 $29.7M 5.00% +179K +296.2% $124.17 -1.4%
5 IEI ISHARES TR 216,321.0 $25.4M 4.28% +30K +15.9% $117.45 -0.9%
6 VEA VANGUARD TAX-MANAGED FDS 322,686.0 $23.0M 3.87% +32K +10.9% $71.25 +3.0%
7 VGT VANGUARD WORLD FD 152,962.0 $18.3M 3.08% +132K +630.1% $119.52 -0.9%
8 DYNF BLACKROCK ETF TRUST 244,847.0 $16.7M 2.81% +3K +1.1% $68.01 +1.6%
9 ITOT ISHARES TR 98,027.0 $16.1M 2.71% -2K -1.8% $164.27 +2.3%
10 VBR VANGUARD INDEX FDS 60,571.0 $14.7M 2.48% $242.99 +2.5%
11 XLI SELECT SECTOR SPDR TR 77,293.0 $14.3M 2.41% +5K +6.9% $185.23 -2.7%
12 XLF SELECT SECTOR SPDR TR 233,655.0 $12.5M 2.11% +47K +25.4% $53.61 +7.2%
13 IGIB ISHARES TR 234,126.0 $12.4M 2.10% +29K +14.2% $53.17 -1.9%
14 IJH ISHARES TR 161,161.0 $12.4M 2.09% +15K +9.9% $77.11 -0.4%
15 VBK VANGUARD INDEX FDS 33,897.0 $12.4M 2.09% -2K -6.4% $365.71 -1.9%
16 GPIX GOLDMAN SACHS ETF TR 220,480.0 $12.3M 2.06% +12K +5.6% $55.57 +0.9%
17 MTUM ISHARES TR 35,430.0 $12.1M 2.05% -3K -8.1% $342.83 -11.0%
18 EEMV ISHARES INC 160,573.0 $12.1M 2.04% +34K +26.5% $75.28 -0.8%
19 USMV ISHARES TR 123,482.0 $11.9M 2.01% +12K +11.0% $96.46 +4.9%
20 XSD SPDR SERIES TRUST 18,839.0 $11.7M 1.98% -6K -23.1% $623.70 -20.1%
Page 1 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 41.0%
Healthcare 31.8%
Technology 10.0%
Industrials 4.1%
Consumer Cyclical 3.1%
Utilities 2.8%
Consumer Defensive 2.5%
Energy 1.9%
Communication Services 1.6%
Basic Materials 1.3%