Juno Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$255,082
Net value change ($000)
+5,270 (2.1%)
New positions
2
Sold out positions
1
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPLD 8,687 NEW
FBND 3,979 21.3%
SCHD 1,366 15.4%
PANW 1,241 45.4%
VXUS 1,006 4.1%
VYM 935 5.7%
DE 905 21.9%
LMT 507 34.3%
GOVT 506 3.0%
WMT 454 11.5%
Top Reduces (Value $000, Stocks/ETFs)
BINC -9,003 -94.1%
IBTG -2,165 -20.6%
MSFT -1,541 -22.9%
SCHG -727 -5.4%
LLY -699 -16.6%
JPM -585 -11.8%
AMZN -456 -19.5%
RDVY -380 -2.4%
GOOGL -267 -8.6%
AVGO -215 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type