JMG Financial Group, Ltd. - Portfolio overview

JMG Financial Group, Ltd. has 104 reported holdings in this dataset, with the latest filing dated 2026-05-07.

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. VOO - Vanguard S&P 500 ETF, 23.13%
2. VEA - Vanguard MSCI EAFE ETF, 11.16%
3. VO - Vanguard Mid Cap Vipers, 11.13%

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

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