JONES FINANCIAL COMPANIES LLLP - Portfolio overview

JONES FINANCIAL COMPANIES LLLP has 4789 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. AGG - ISHARES CORE US AGGREGATE BOND, 17.47%
2. SPLG - SPDR PORTFOLIO LARGE CAP ETF, 5.38%
3. SCZ - ISHARES, 5.06%

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

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