JMG Financial Group, Ltd.
JMG Financial Group, Ltd. reported 137 positions worth $4.14B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VOO (23.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $966.3M | 23.34% | 1,406,914 | — | — | |
| ▸ 2 | VO | SH | $454.9M | 10.99% | 5,646,613 | — | — | |
| ▸ 3 | VEA | SH | $445.6M | 10.76% | 6,253,672 | — | — | |
| ▸ 4 | SCHX | SH | $245.3M | 5.93% | 8,334,300 | — | — | |
| ▸ 5 | DFSV | SH | $244.8M | 5.91% | 6,311,245 | — | — | |
| ▸ 6 | SPY | SH | $196.7M | 4.75% | 263,441 | — | — | |
| ▸ 7 | DFGR | SH | $194.4M | 4.70% | 6,710,457 | — | — | |
| ▸ 8 | DFIC | SH | $185.3M | 4.48% | 4,973,487 | — | — | |
| ▸ 9 | VWO | SH | $173.0M | 4.18% | 2,898,490 | — | — | |
| ▸ 10 | SCHM | SH | $113.4M | 2.74% | 3,074,425 | — | — |
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Frequently Asked Questions
What stocks does JMG Financial Group, Ltd. hold as of Q2 2026?
JMG Financial Group, Ltd. reported 137 positions worth $4.14B in its Q2 2026 13F filing. Largest positions: VOO (23.3%), VO (11.0%), VEA (10.8%), SCHX (5.9%) and DFSV (5.9%).
What did JMG Financial Group, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JMG Financial Group, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.