JDM Financial Group LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 259,353
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/20/2026 | 318 | 259,353 | 13F-HR | JDM Financial Group LLC |
| Q4 2025 | 2/2/2026 | 248 | 257,587 | 13F-HR | JDM Financial Group LLC |
| Q3 2025 | 10/21/2025 | 280 | 238,576 | 13F-HR | JDM Financial Group LLC |
| Q2 2025 | 8/4/2025 | 260 | 211,916 | 13F-HR | JDM Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.35 K | 4.8% | 0 | 77 | -77 |
| ETFs | 247 K | 95.2% | 1.85 K | 0 | 1.85 K |
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Fund Snapshot
Q1 2026
Latest filed
5/20/2026
Total value ($000)
259,353
Holdings
318
QoQ value change ($000)
1,766
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.