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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $259M AUM 318 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 29 Added 25 Reduced 4 Exited
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 2,339.0 $104K 0.04% NEW $44.62 +6.3%
2 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 4,012.0 $99K 0.04% NEW $24.73 -0.4%
3 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 696.0 $92K 0.04% NEW $132.10 +14.0%
4 MU MICRON TECHNOLOGY INC COM Technology 235.0 $79K 0.03% NEW $337.84 +125.6%
5 DSI ISHARES ESG MSCI KLD 400 ETF 445.0 $54K 0.02% NEW $121.19 +16.2%
6 VGK VANGUARD EUROPEAN 312.0 $26K 0.01% NEW $82.43 +7.7%
7 ESGD ISHARES ESG AWARE MSCI EAFE ETF 254.0 $24K 0.01% NEW $95.62 +7.6%
8 LRGF ISHARES U.S. EQUITY FACTOR ETF 289.0 $19K 0.01% NEW $66.00 +13.0%
9 SAN BANCO SANTANDER SA ADR Financial Services 1,474.0 $17K 0.01% NEW $11.28 +9.7%
10 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 296.0 $13K 0.01% NEW $42.50 +6.8%
11 MKSI MKS INC. COM Technology 52.0 $12K 0.01% NEW $229.81 +36.3%
12 ESGE ISHARES ESG AWARE MSCI EM ETF 241.0 $11K 0.00% NEW $45.47 +15.8%
13 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 2,017.0 $10K 0.00% NEW $5.03 +7.5%
14 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 27.0 $9K 0.00% NEW $337.96 +18.8%
15 NEM NEWMONT CORP COM Basic Materials 80.0 $9K 0.00% NEW $108.25 +0.1%
16 EWBC EAST WEST BANCORP INC COM Financial Services 76.0 $8K 0.00% NEW $106.76 +15.2%
17 NVS NOVARTIS AG ADR Healthcare 51.0 $8K 0.00% NEW $152.75 -0.6%
18 NVT NVENT ELEC PLC SHS Industrials 65.0 $8K 0.00% NEW $118.28 +38.3%
19 SHEL SHELL PLC SPON ADS Energy 72.0 $7K 0.00% NEW $93.00 -6.8%
20 WTFC WINTRUST FINL CORP COM Financial Services 47.0 $7K 0.00% NEW $138.94 +7.8%
Page 1 of 4  ·  74 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 40.7%
Technology 35.6%
Communication Services 4.8%
Consumer Cyclical 4.6%
Energy 3.5%
Real Estate 3.4%
Healthcare 2.6%
Consumer Defensive 1.7%
Industrials 1.5%
Utilities 1.3%