Jmg Financial Group, Ltd
$4.1B 13F equity value
139 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jmg Financial Group, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,406,914 | $966M | 23.3% |
| VO | VANGUARD INDEX FDS | 5,646,613 | $455M | 11.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 6,253,672 | $446M | 10.8% |
| SCHX | SCHWAB STRATEGIC TR | 8,334,300 | $245M | 5.9% |
| DFSV | DIMENSIONAL ETF TRUST | 6,311,245 | $245M | 5.9% |
| SPY | STATE STR SPDR S&P 500 ETF T | 263,441 | $197M | 4.8% |
| DFGR | DIMENSIONAL ETF TRUST | 6,710,457 | $194M | 4.7% |
| DFIC | DIMENSIONAL ETF TRUST | 4,973,487 | $185M | 4.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 2,898,490 | $173M | 4.2% |
| SCHM | SCHWAB STRATEGIC TR | 3,074,425 | $113M | 2.7% |
Track Jmg Financial Group, Ltd's 13F portfolio: $4.1B in reported holdings, 139 positions. Top holdings and quarterly changes on SentiSense.
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