JFG Wealth Management, LLC - Portfolio overview

JFG Wealth Management, LLC has 67 reported holdings in this dataset, with the latest filing dated 2025-10-31.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 46.23%
2. VEA - VANGUARD TAX-MANAGED FDS, 12.45%
3. MINT - PIMCO ETF TR, 12.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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