Jones Financial Companies Lllp
$249.8B 13F equity value
5,218 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jones Financial Companies Lllp 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 |
|---|---|---|---|---|
| VUG | VANGUARD INDEX TR | 219,112,994 | $18.1B | 7.3% |
| SPYM | SPDR SER TR | 169,823,143 | $14.6B | 5.8% |
| IVV | ISHARES CORE S&P 500 ETF | 19,409,670 | $14.2B | 5.7% |
| VOO | VANGUARD S&P 500 ETF | 18,541,326 | $12.4B | 5.0% |
| AGG | ISHARES CORE US AGGREGATE BOND | 110,159,073 | $10.9B | 4.4% |
| IWR | ISHARES RUSSELL MIDCAP | 99,650,083 | $10.9B | 4.4% |
| IEFA | ISHARES TRUST CORE MSCI EAFE | 113,501,860 | $10.8B | 4.3% |
| VTV | VANGUARD INDEX TR | 44,576,925 | $9.7B | 3.9% |
| VO | VANGUARD MID CAP ETF | 110,769,908 | $8.9B | 3.5% |
| VV | VANGUARD INDEX TRUST | 19,222,366 | $6.5B | 2.6% |
Track Jones Financial Companies Lllp's 13F portfolio: $249.8B in reported holdings, 5,218 positions. Top holdings and quarterly changes on SentiSense.
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