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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

JDM Financial Group LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001960212-25-000003

Total Value
$238.6M
Positions
280
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107232,605$29.9M12.52%
2BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C788527,307$26.6M11.14%
3VANGUARD S&P 500 ETF92290836358,199$24.3M10.19%
4SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889546,710$23.1M9.68%
5ISHARES S&P 500 INDEX46428720022,290$14.9M6.25%
6VANGUARD REIT INDEX ETF922908553131,377$11.9M4.97%
7VANGUARD MID CAP92290862941,175$11.2M4.69%
8VANGUARD SMALL-CAP ETF92290875146,027$10.9M4.59%
9ISHARES 0-3 MONTH TREASURY BOND ETF46436E718108,179$10.9M4.57%
10SPDR PORTFOLIO EMERGING MARKETS ETF78463X509208,948$9.7M4.06%
11SPDR S&P 500 ETF TRUSTSPY8,932$5.9M2.49%
12APPLE INCAAPL19,889$5.1M2.12%
13SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40945,702$4.8M2.00%
14SPDR PORTFOLIO S&P 500 VALUE ETF78464A50864,750$3.6M1.50%
15SPDR PORTFOLIO S&P 500 ETF78464A85442,088$3.3M1.38%
16VANGUARD FTSE DEVELOPED MARKETS ETF92194385854,882$3.3M1.38%
17INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD58,000$2.7M1.11%
18VANGUARD FTSE EMERGING MARKETS ETF92204285838,667$2.1M0.88%
19INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFINHD42,108$2.1M0.86%
20ISHARES CORE MSCI EAFE ETF46432F84222,757$2.0M0.83%
21NVIDIA CORPORATION COMNVDA9,701$1.9M0.80%
22INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYINHD46,312$1.8M0.77%
23FT VEST US EQUITY DEEP BUFFER ETF - JANUARY33740F63142,779$1.8M0.76%
24INVESCO NASDAQ 100 ETFIVZ6,387$1.6M0.66%
25ISHARES 3-7 YEAR TREASURY BOND ETF46428866112,039$1.4M0.60%
26BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C72117,701$902,3970.38%
27ISHARES CORE MSCI EMERGING MARKETS ETF46434G10313,504$890,2060.37%
28INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD21,447$882,5440.37%
29ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA034,452$837,1860.35%
30ISHARES RUSSELL 2000 ETF4642876553,193$772,6320.32%
31POWERSHARES QQQ TRIVZ1,201$720,8970.30%
32SIMON PROPERTY GROUP INC8288061093,822$717,3670.30%
33SPDR DOW JONES INDUSTRIAL ETF78467X1091,505$697,8610.29%
34JPMORGAN ULTRA-SHORT INCOME ETF46641Q83713,122$665,7020.28%
35TECHNOLOGY SELECT SECTOR SPDR81369Y8032,248$633,5750.27%
36ISHARES MSCI EAFE ETF4642874656,623$618,4250.26%
37AMAZON.COM INCAMZN2,419$531,1400.22%
38GOOGLE INCGOOG2,181$530,1740.22%
39INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARYINHD16,361$480,6450.20%
40ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,441$474,7750.20%
41ISHARES MSCI EMERGING MARKETS ETF4642872348,262$441,1910.18%
42SPDR S&P MIDCAP 400 ETF TRUSTMDY689$410,6650.17%
43EXXON MOBIL CORP COMXOM3,506$395,3020.17%
44MICROSOFTMSFT753$390,1720.16%
45BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A742$373,0330.16%
46VANGUARD GROWTH ETF922908736744$356,8300.15%
47SCHWAB INTERNATIONAL EQUITY ETF80852480514,425$335,8140.14%
48ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,495$312,9230.13%
49SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8536,664$308,6920.13%
50SCHWAB U.S. LARGE-CAP ETF80852420111,655$306,9970.13%
51INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYINHD6,980$271,4870.11%
52ISHARES MSCI WORLD ETF4642863921,457$264,5330.11%
53VANGUARD VALUE ETF9229087441,385$258,3020.11%
54TESLA MOTORS INCTSLA521$231,6990.10%
55COSTCO WHOLESALE CORP22160K105235$217,5230.09%
56SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8473,187$182,2670.08%
57META PLATFORMS INC CL AMETA241$176,9490.07%
58SCHWAB U.S. REIT ETF8085248477,933$171,1150.07%
59ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396645$165,4100.07%
60INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILINHD3,808$146,0750.06%
61AIRBNB INC COM CL AABNB1,194$144,9750.06%
62BROADCOM INC COMAVGO438$144,5010.06%
63ISHARES MSCI EAFE VALUE ETF4642888772,088$141,6290.06%
64ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E7266,370$141,1050.06%
65VANGUARD TOTAL BOND MARKET ETF9219378351,855$137,9560.06%
66ALPHABET INC CAP STK CL CGOOG563$137,0360.06%
67SEMPRA ENERGYSREA1,400$125,9720.05%
68ISHARES RUSSELL 2000 VALUE464287630685$121,1150.05%
69ISHARES S&P 500 GROWTH ETF464287309996$120,2370.05%
70VANGUARD DIVIDEND APPRECIATION ETF921908844533$115,0390.05%
71ISHARES CORE S&P MID-CAP ETF4642875071,695$110,6160.05%
72PALO ALTO NETWORKS INC COMPANW342$109,7420.05%
73VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406777$109,4730.05%
74GRAYSCALE BITCOIN TRUST ETFGBTC1,183$106,1980.04%
75CARDINAL HEALTH INCCAH612$96,0600.04%
76GE AEROSPACE COM NEW369604301306$92,1380.04%
77ISHARES CORE S&P SMALL CAP ETF464287804755$89,7170.04%
78BOEING CO COMBA-PA395$85,2530.04%
79DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,898$84,8220.04%
80VANGUARD LARGE-CAP ETF922908637241$74,1940.03%
81GILEAD SCIENCES INC COMGILD664$73,7590.03%
82INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD1,704$72,3690.03%
83VANGUARD SMALL CAP VALUE ETF922908611341$71,1700.03%
84AMGEN INCAMGN246$69,4210.03%
85WALMART INC COMWMT657$67,7430.03%
86ISHARES MSCI EAFE SMALL CAP ETF464288273875$67,1300.03%
87JOHNSON & JOHNSON COMJNJ346$64,0630.03%
88GOLDMAN SACHS GROUP INC COMGSCE80$63,7080.03%
89PALANTIR TECHNOLOGIES INC CL APLTR336$61,2930.03%
90VANGUARD S&P 500 GROWTH ETF921932505140$60,9640.03%
91SPDR GOLD ETFGLD171$60,7850.03%
92ISHARES SELECT U.S. REIT ETF464287564980$60,3880.03%
93VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718400$57,0200.02%
94VISA INCV166$56,6260.02%
95SPDR S&P DIVIDEND ETF78464A763372$52,0290.02%
96VANGUARD TOTAL WORLD STOCK ETF922042742377$51,9510.02%
97WELLS FARGO CO NEW COM949746101568$47,6100.02%
98VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775644$45,9900.02%
99ENERGY SELECT SECTOR SPDR81369Y506504$45,0270.02%
100SPDR ICE PREFERRED SECURITIES ETF78464A2921,350$44,6450.02%
101ISHARES S&P U.S. PREFERRED STOCK ETF4642886871,405$44,4260.02%
102GE VERNOVA INC COMGEV72$44,2730.02%
103BAIDU COM ADRBAIDF325$42,8250.02%
104CHEVRON CORP NEW COMCVX266$41,3070.02%
105EATON CORP PLC SHSETN110$41,1680.02%
106AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802431$38,3720.02%
107CISCO SYS INCCSCO555$37,9730.02%
108BAXTER INTL INC COM0718131091,645$37,4570.02%
109ISHARES MSCI USA MIN VOL FACTOR ETF46429B697383$36,4390.02%
110EQUINIX INC COMEQIX45$35,2460.01%
111MERCK & CO INC COMMRK400$33,5720.01%
112ISHARES TR S&P 100 INDEX FUND464287101100$33,2840.01%
113TEXAS INSTRS INC COM882508104178$32,7040.01%
114ABBOTT LABS COMABLZF240$32,1460.01%
115VANGUARD SMALL-CAP GROWTH ETF922908595108$32,1430.01%
116VANGUARD FINANCIALS ETF92204A405240$31,4980.01%
117ABRDN PHYSICAL GOLD SHARES ETF00326A104850$31,2890.01%
118INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUSTINHD1,105$30,7990.01%
119SCHWAB U.S. SMALL-CAP ETF8085246071,069$29,8250.01%
120ISHARES U.S. TECHNOLOGY ETF464287721151$29,6310.01%
121ISHARES RUSSELL 3000 ETF46428768973$27,6150.01%
122INVESCO PREFERRED ETFIVZ2,370$27,4920.01%
123DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W102217$26,9880.01%
124INVESCO FINANCIAL PREFERRED ETFIVZ1,833$26,8050.01%
125SPDR S&P 400 MID CAP GROWTH ETF78464A821269$24,6320.01%
126SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755560$24,0580.01%
127MCKESSON CORP COMMCK30$23,1760.01%
128WASTE MANAGEMENT INC94106L109103$22,7450.01%
129INNOVATOR U.S. EQUITY BUFFER ETF - AUGUSTINHD456$22,3400.01%
130INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARYINHD450$21,2630.01%
131VANGUARD TOTAL STOCK MARKET ETF92290876964$21,0030.01%
132VANGUARD HEALTH CARE ETF92204A50480$20,7680.01%
133METLIFE INC COMMET-PF250$20,5930.01%
134JPMORGAN CHASE & CO. COMVYLD65$20,5030.01%
135SCHWAB EMERGING MARKETS EQUITY ETF808524706600$20,0160.01%
136BLACKROCK INC COMBLK17$19,8200.01%
137AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF02507A101329$19,7170.01%
138ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY110$19,6600.01%
139CONSTELLATION ENERGY CORP COMCEG58$19,0860.01%
140HOME DEPOTHD47$19,0440.01%
141UBER TECHNOLOGIES INC COMUBER190$18,6140.01%
142ISHARES MSCI INDIA ETF46429B598346$18,0160.01%
143CAPITAL GROUP DIVIDEND VALUE ETF14020W106424$17,8210.01%
144SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R523178$17,7150.01%
145QUALCOMM INC COMQCOM105$17,4680.01%
146ISHARES BIOTECHNOLOGY ETF464287556121$17,4650.01%
147QUANTA SVCS INC COM74762E10242$17,4060.01%
148VANGUARD RUSSELL 3000 ETF92206C59959$17,3650.01%
149AVANTIS U.S. SMALL CAP VALUE ETF025072877173$17,2190.01%
150NETFLIX INC COMNFLX14$16,7850.01%
151FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846220$16,7220.01%
152SCHWAB U.S. LARGE-CAP GROWTH ETF808524300512$16,3380.01%
153VANGUARD S&P 500 VALUE ETF92193270381$16,1570.01%
154JOBY AVIATION INC COMMON STOCKJOBY-WT1,000$16,1400.01%
155INTUITIVE SURGICAL INC COM NEWISRG36$16,1000.01%
156HONEYWELL INTL INC COM43851610675$15,7880.01%
157INVESCO AEROSPACE & DEFENSE ETFIVZ101$15,7000.01%
158INDUSTRIAL SELECT SECTOR SPDR81369Y704100$15,4230.01%
159PHILIP MORRIS INTL INC71817210995$15,4090.01%
160CAPITAL ONE FINL CORP COM14040H10572$15,3060.01%
161MASTEC INC COMMTZ70$14,8970.01%
162CATERPILLAR INC COMCAT31$14,7920.01%
163SPROTT INC COM NEWSII175$14,5580.01%
164ASML HOLDING N V N Y REGISTRY SHSASMLF15$14,5210.01%
165ADVANCED MICRO DEVICES INC COMAMD89$14,3990.01%
166SCHWAB U.S. MID-CAP ETF808524508480$14,2270.01%
167SCHWAB U.S. LARGE-CAP VALUE ETF808524409483$14,0600.01%
168JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206213$13,7790.01%
169OREILLY AUTOMOTIVE INC COM67103H10710$13,7770.01%
170T-MOBILE US INC COMTMUSZ57$13,6450.01%
171DISNEY WALT CO COM254687106110$12,5950.01%
172SPDR S&P AEROSPACE & DEFENSE ETF78464A63153$12,4530.01%
173AFFIRM HLDGS INC COM CL AAFRM167$12,2040.01%
174HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F623273$12,2020.01%
175ZOETIS INC CL AZTS83$12,1450.01%
176PERSPECTIVE THERAPEUTICS INC COM NEWCATX3,500$12,0050.01%
177VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768163$11,9740.01%
178GRAYSCALE BITCOIN MINI TRUST ETF389930207236$11,9490.01%
179CONOCOPHILLIPS COMCOP126$11,9180.00%
180ISHARES INC MSCI HONG KONG INDEX FD464286871550$11,8530.00%
181RTX CORPORATION COMRTX69$11,5460.00%
182MASTERCARD INCMA20$11,4910.00%
183ELI LILLY & CO COMLLY15$11,4450.00%
184INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYINHD248$11,3090.00%
185AMDOCS LTD SHSDOX136$11,1590.00%
186CAMBRIA SHAREHOLDER YIELD ETF132061201162$11,1230.00%
187UNITEDHEALTH GROUP INC COMUNH32$11,0500.00%
188D R HORTON INC COM23331A10963$10,6770.00%
189INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAYINHD365$10,5990.00%
190EDWARDS LIFESCIENCES CORP COMEW135$10,4990.00%
191INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCHINHD386$10,4530.00%
192COHEN & STEERS INFRASTRUCTURE FUND19248A109418$10,3660.00%
193ISHARES BITCOIN TRUST ETFIBIT155$10,0750.00%
194CONSOLIDATED EDISON INC COMED100$10,0520.00%
195MCDONALDS CORP COMMCD33$10,0280.00%
196COCA COLA CO COMKO145$9,6160.00%
197SOUTHERN CO COMSOMN100$9,4770.00%
198CME GROUP INC COMCME35$9,4570.00%
199INTL BUSINESS MACHINESINTR33$9,3110.00%
200AUTOZONE INC COMAZO2$8,5800.00%
201SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANSII230$8,4390.00%
202SYNOPSYS INC COMSNPS17$8,3880.00%
203TRAVELERS COMPANIES INC COMTRV30$8,3770.00%
204EXELON CORP COMEXC176$7,9220.00%
205MARKET VECTORS ETF TRUST AGRIBUSINESS92189F700104$7,6390.00%
206SPROTT URANIUM MINERS ETFSII124$7,4930.00%
207ISHARES FUTURE AI & TECH ETF46435U556163$7,4770.00%
208GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715206$7,3060.00%
209JD.COM INC SPON ADS CL AJDCMF207$7,2530.00%
210TARGET CORP COMTGT80$7,1760.00%
211BANK AMERICA CORP COM060505104135$6,9650.00%
212CVS HEALTH CORP COMCVS90$6,7850.00%
213GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC90$6,7640.00%
214WHEATON PRECIOUS METALS CORP COMWPM60$6,7100.00%
215COHEN & STEERS REIT PREFERRED BALANCE INCOME19247X100295$6,6320.00%
216CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30884$6,5830.00%
217AFLAC INC COMAFL56$6,2550.00%
218SPDR S&P METALS & MINING ETF78464A75566$6,1660.00%
219U.S. GLOBAL JETS ETF26922A842250$6,1630.00%
220INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAYINHD242$6,0750.00%
221MORGAN STANLEY COM NEWMS-PQ38$6,0400.00%
222ADOBE INC COMADBE17$5,9970.00%
223SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888131$5,9620.00%
224SUPER MICRO COMPUTER INC COM NEWSMCI120$5,7530.00%
225INDIA FUND INC454089103390$5,7120.00%
226CENTENE CORP DEL COMCNC100$5,6650.00%
227INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAYINHD199$5,4890.00%
228INNOVATOR GROWTH-100 POWER BUFFER ETF - MAYINHD200$5,4560.00%
229ROYAL GOLD INC COMRGLD27$5,4160.00%
230INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRILINHD184$5,3650.00%
231NOVO-NORDISK A S ADRNONOF95$5,2720.00%
232TRUIST FINL CORP COM89832Q109115$5,2580.00%
233INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULYINHD157$5,1320.00%
234NORTHROP GRUMMAN CORP COMNOC8$4,8750.00%
235ARM HOLDINGS PLC SPONSORED ADS04206820534$4,8110.00%
236ENSTAR GROUP LIMITED SHSG3075P10114$4,7310.00%
237DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781129$4,6040.00%
238SNOWFLAKE INC COM SHSSNOW20$4,5110.00%
239BOOZ ALLEN HAMILTON HLDG CORP CL ABAH45$4,4980.00%
240ISHARES U.S. INFRASTRUCTURE ETF46435U71385$4,4720.00%
241HOLOGIC INC COMHOLX65$4,3870.00%
242UNION PAC CORP COMUNP18$4,2550.00%
243STARBUCKS CORP COMSBUX50$4,2300.00%
244BROWN & BROWN INC COMBRO45$4,2210.00%
245VANGUARD ENERGY ETF92204A30632$4,0900.00%
246ISHARES GOLD TRUSTIAU55$4,0020.00%
247MATERIALS SELECT SECTOR SPDR FUND81369Y10044$3,9820.00%
248DANAHER CORPORATION COM23585110220$3,9650.00%
2493M CO COMMMM25$3,8800.00%
250MODERNA INC COMMRNA150$3,8750.00%
251CITIGROUP INCC-PR38$3,8570.00%
252AMERICAN TOWER CORP NEW COM03027X10020$3,8460.00%
253VIPER ENERGY INC CL AVNOM100$3,8220.00%
254INVESCO KBW PROPERTY & CASUALTY INSURANCE ETFIVZ29$3,5870.00%
255LOCKHEED MARTIN CORP COMLMT7$3,4940.00%
256NEXTERA ENERGY INC COMNEE-PW45$3,3970.00%
257CARNIVAL CORP PAIRED CTFCUKPF100$2,8910.00%
258UTILITIES SELECT SECTOR SPDR FUND81369Y88633$2,8780.00%
259GAP INC COMGAP124$2,6520.00%
260AT&T INC COMT-PC92$2,5980.00%
261BOSTON SCIENTIFIC CORP COMBSX26$2,5380.00%
262TRISALUS LIFE SCIENCES INC COMTLSIW530$2,4650.00%
263CHIPOTLE MEXICAN GRILL INC COMCMG60$2,3510.00%
264KKR & CO INC COMKKRT18$2,3390.00%
265PROGRESSIVE CORP COM7433151039$2,2230.00%
266INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULYINHD69$2,1360.00%
267INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULYINHD71$2,0550.00%
268FIDELITY NATL INFORMATION SVCS COM31620M10630$1,9780.00%
269WELLTOWER INC COMWELL10$1,7810.00%
270ISHARES COPPER AND METALS MINING ETF46436E18946$1,7310.00%
271WILLIAMS COS INC COM96945710027$1,7100.00%
272AMPLIFY ETF TR ALTRNTV HARV ETF03210847445$1,6820.00%
273FISERV INC COMFISV13$1,6760.00%
274UNITED STATES COPPER INDEX FUNDUNTCW37$1,1100.00%
275ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856212$1,0320.00%
276FORTINET INC COMFTNT12$1,0090.00%
277RESIDENTIAL REIT ETF88636458755$9700.00%
278FORD MOTOR COMPANY34537086080$9570.00%
279QUINCE THERAPEUTICS INC COMQNCX340$5540.00%
280THE REALREAL INC COM88339P10129$3080.00%