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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 Q4 2025 · Filed February 2, 2026 · Accession 0001960212-26-000001

Total Value
$257.6M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107216,631$28.3M11.00%
2BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C788552,344$27.8M10.78%
3SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889654,429$23.4M9.07%
4ISHARES 0-3 MONTH TREASURY BOND ETF46436E718228,459$22.9M8.90%
5VANGUARD S&P 500 ETF922908363394,618$19.4M7.54%
6ISHARES S&P 500 INDEX46428720021,292$14.6M5.66%
7VANGUARD MID CAP92290862982,901$11.3M4.39%
8VANGUARD SMALL-CAP ETF92290875190,503$11.2M4.34%
9SPDR PORTFOLIO EMERGING MARKETS ETF78463X509292,134$10.8M4.21%
10VANGUARD REIT INDEX ETF922908553132,920$9.2M3.58%
11SPDR S&P 500 ETF TRUSTSPY8,858$6.0M2.34%
12APPLE INCAAPL19,318$5.3M2.04%
13INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD104,059$4.9M1.90%
14STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40945,234$4.8M1.87%
15STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A50864,329$3.7M1.42%
16SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854135,762$3.4M1.32%
17VANGUARD FTSE DEVELOPED MARKETS ETF92194385853,787$3.4M1.30%
18STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A85440,746$3.3M1.27%
19INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARYINHD82,989$3.0M1.16%
20BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF09789C81264,897$3.0M1.16%
21BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF09789C82050,312$2.4M0.94%
22INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFINHD40,867$2.0M0.79%
23ISHARES CORE MSCI EAFE ETF46432F84222,119$2.0M0.77%
24VANGUARD FTSE EMERGING MARKETS ETF92204285834,947$1.9M0.73%
25NVIDIA CORPORATION COMNVDA8,430$1.6M0.61%
26INVESCO NASDAQ 100 ETFIVZ5,766$1.5M0.57%
27SCHWAB SHORT-TERM US TREASURY ETF80852486259,502$1.5M0.56%
28ISHARES 3-7 YEAR TREASURY BOND ETF46428866111,831$1.4M0.55%
29INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYINHD30,733$1.3M0.49%
30INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARYINHD31,713$1.1M0.42%
31INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYINHD19,476$1.1M0.42%
32JPMORGAN ULTRA-SHORT INCOME ETF46641Q83716,190$819,0760.32%
33BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C72115,926$807,7670.31%
34ISHARES CORE MSCI EMERGING MARKETS ETF46434G10311,795$792,8920.31%
35ISHARES RUSSELL 2000 ETF4642876553,132$770,9330.30%
36SPDR DOW JONES INDUSTRIAL ETF78467X1091,505$723,1880.28%
37POWERSHARES QQQ TRIVZ1,108$680,5570.26%
38ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA027,930$676,7500.26%
39TECHNOLOGY SELECT SECTOR SPDR81369Y8034,352$626,5340.24%
40ISHARES MSCI EAFE ETF4642874656,458$620,1990.24%
41SIMON PROPERTY GROUP INC8288061093,350$620,1240.24%
42GOOGLE INCGOOG1,828$572,2790.22%
43AMAZON.COM INCAMZN2,269$523,7310.20%
44ISHARES MSCI EMERGING MARKETS ETF4642872348,144$445,5580.17%
45ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,234$443,7170.17%
46EXXON MOBIL CORP COMXOM3,506$421,9120.16%
47SPDR S&P MIDCAP 400 ETF TRUSTMDY689$415,6600.16%
48AVANTIS CORE FIXED INCOME ETF0250725629,914$415,6080.16%
49BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A717$360,4000.14%
50SCHWAB INTERNATIONAL EQUITY ETF80852480514,837$356,6720.14%
51FT VEST US EQUITY DEEP BUFFER ETF - JANUARY33740F6317,640$331,6910.13%
52ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,495$321,0430.12%
53STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8536,536$306,2700.12%
54VANGUARD GROWTH ETF922908736600$292,7160.11%
55ISHARES MSCI WORLD ETF4642863921,457$270,6670.11%
56VANGUARD VALUE ETF9229087441,341$256,0270.10%
57MICROSOFTMSFT529$255,7790.10%
58ISHARES 7-10 YEAR TREASURY BOND ETF4642874402,615$251,4940.10%
59TESLA MOTORS INCTSLA525$236,1030.09%
60AVANTIS SHORT-TERM FIXED INCOME ETF0250726874,435$208,8290.08%
61SCHWAB U.S. LARGE-CAP ETF8085242017,718$207,7050.08%
62COSTCO WHOLESALE CORP22160K105220$189,7150.07%
63STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8473,158$182,8890.07%
64AIRBNB INC COM CL AABNB1,194$162,0500.06%
65ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396645$161,4500.06%
66META PLATFORMS INC CL AMETA241$159,0570.06%
67ALPHABET INC CAP STK CL CGOOG490$153,7620.06%
68BROADCOM INC COMAVGO438$151,7050.06%
69ISHARES MSCI EAFE VALUE ETF4642888772,088$149,1040.06%
70ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E7266,337$139,8590.05%
71VANGUARD TOTAL BOND MARKET ETF9219378351,855$137,4000.05%
72SCHWAB U.S. REIT ETF8085248476,530$136,4120.05%
73CARDINAL HEALTH INCCAH612$125,7660.05%
74SEMPRA ENERGYSREA1,400$123,6060.05%
75ISHARES S&P 500 GROWTH ETF464287309996$122,7670.05%
76ISHARES RUSSELL 2000 VALUE464287630655$118,6930.05%
77ISHARES CORE S&P MID-CAP ETF4642875071,695$111,8700.04%
78VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406777$111,4690.04%
79GE AEROSPACE COM NEW369604301334$102,9710.04%
80ISHARES CORE S&P SMALL CAP ETF464287804755$90,7360.04%
81DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,898$88,4280.03%
82INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYINHD2,154$87,7090.03%
83BOEING CO COMBA-PA395$85,7620.03%
84GILEAD SCIENCES INC COMGILD668$82,0460.03%
85VANGUARD DIVIDEND APPRECIATION ETF921908844369$81,1230.03%
86GRAYSCALE BITCOIN TRUST ETFGBTC1,183$80,8700.03%
87VANGUARD LARGE-CAP ETF922908637241$75,8670.03%
88INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD1,704$73,6980.03%
89WALMART INC COMWMT657$73,2320.03%
90VANGUARD SMALL CAP VALUE ETF922908611341$72,2200.03%
91GOLDMAN SACHS GROUP INC COMGSCE80$70,3200.03%
92ISHARES MSCI EAFE SMALL CAP ETF464288273875$67,8390.03%
93SPDR GOLD ETFGLD171$67,7690.03%
94AMGEN INCAMGN200$65,4620.03%
95VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718434$62,2050.02%
96INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYINHD1,500$59,3850.02%
97ISHARES SELECT U.S. REIT ETF464287564980$58,4770.02%
98PALANTIR TECHNOLOGIES INC CL APLTR321$57,0580.02%
99VANGUARD S&P 500 GROWTH ETF921932505128$56,9080.02%
100JOHNSON & JOHNSON COMJNJ258$53,3930.02%
101VANGUARD TOTAL WORLD STOCK ETF922042742377$53,1800.02%
102STATE STREET SPDR S&P DIVIDEND ETF78464A763372$51,6990.02%
103VISA INCV141$49,4060.02%
104GE VERNOVA INC COMGEV72$47,0570.02%
105ENERGY SELECT SECTOR SPDR81369Y5061,008$45,0680.02%
106ISHARES S&P U.S. PREFERRED STOCK ETF4642886871,405$43,4990.02%
107WELLS FARGO CO NEW COM949746101465$43,3380.02%
108STATE STREET SPDR ICE PREFERRED SECURITIES ETF78464A2921,350$42,7820.02%
109BAIDU COM ADRBAIDF325$42,4650.02%
110CHEVRON CORP NEW COMCVX266$40,5410.02%
111AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802431$40,5010.02%
112ISHARES NATIONAL MUNI BOND ETF464288414356$38,1310.01%
113SCHWAB MUNICIPAL BOND ETF8085246491,480$38,1250.01%
114VANECK HIGH YIELD MUNI ETF92189H409738$37,7270.01%
115STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF78464A2841,504$37,5100.01%
116ISHARES MSCI USA MIN VOL FACTOR ETF46429B697383$36,0630.01%
117EQUINIX INC COMEQIX45$34,4770.01%
118ISHARES TR S&P 100 INDEX FUND464287101100$34,2970.01%
119VANGUARD SMALL-CAP GROWTH ETF922908595108$32,6280.01%
120VANGUARD FINANCIALS ETF92204A405240$32,0380.01%
121INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUSTINHD1,105$31,4480.01%
122BAXTER INTL INC COM0718131091,645$31,4360.01%
123CISCO SYS INCCSCO400$30,8120.01%
124SCHWAB U.S. SMALL-CAP ETF8085246071,069$30,4450.01%
125ISHARES U.S. TECHNOLOGY ETF464287721151$30,2090.01%
126ABBOTT LABS COMABLZF240$30,0700.01%
127ISHARES RUSSELL 3000 ETF46428768973$28,1910.01%
128INVESCO PREFERRED ETFIVZ2,370$26,6390.01%
129INVESCO FINANCIAL PREFERRED ETFIVZ1,863$26,3400.01%
130PALO ALTO NETWORKS INC COMPANW138$25,4200.01%
131SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755560$25,3180.01%
132STATE STREET SPDR S&P 400 MID CAP GROWTH ETF78464A821269$24,8660.01%
133T-MOBILE US INC COMTMUSZ122$24,7710.01%
134MCKESSON CORP COMMCK30$24,6090.01%
135VANGUARD HEALTH CARE ETF92204A50480$23,0280.01%
136INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARYINHD761$23,0010.01%
137VANGUARD TOTAL STOCK MARKET ETF92290876964$21,4570.01%
138BANK AMERICA CORP COM060505104374$20,5700.01%
139CONSTELLATION ENERGY CORP COMCEG58$20,4900.01%
140ISHARES BIOTECHNOLOGY ETF464287556121$20,4280.01%
141SCHWAB EMERGING MARKETS EQUITY ETF808524706617$20,2010.01%
142US BANCORP DEL COM NEWUSB-PS363$19,3700.01%
143ADVANCED MICRO DEVICES INC COMAMD89$19,0600.01%
144ISHARES MSCI INDIA ETF46429B598346$18,7050.01%
145BLACKROCK INC COMBLK17$18,1960.01%
146DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W102152$17,8580.01%
147VANGUARD RUSSELL 3000 ETF92206C59959$17,7190.01%
148AVANTIS U.S. SMALL CAP VALUE ETF025072877173$17,6430.01%
149CAPITAL ONE FINL CORP COM14040H10572$17,4500.01%
150SCHWAB U.S. LARGE-CAP GROWTH ETF808524300512$16,7010.01%
151VANGUARD S&P 500 VALUE ETF92193270381$16,5930.01%
152ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY110$16,1240.01%
153ELI LILLY & CO COMLLY15$16,1200.01%
154INVESCO AEROSPACE & DEFENSE ETFIVZ101$15,8200.01%
155FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846220$15,7190.01%
156PHILIP MORRIS INTL INC71817210995$15,2380.01%
157VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775203$14,9370.01%
158HONEYWELL INTL INC COM43851610675$14,6320.01%
159SCHWAB U.S. MID-CAP ETF808524508480$14,4340.01%
160SCHWAB U.S. LARGE-CAP VALUE ETF808524409483$14,3020.01%
161JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206213$13,9470.01%
162JOBY AVIATION INC COMMON STOCKJOBY-WT1,000$13,2000.01%
163AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF02507A101202$12,8820.01%
164RTX CORPORATION COMRTX69$12,6550.00%
165DISNEY WALT CO COM254687106110$12,5150.00%
166AFFIRM HLDGS INC COM CL AAFRM167$12,4300.00%
167VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768163$12,2970.00%
168UBER TECHNOLOGIES INC COMUBER150$12,2570.00%
169QUANTA SVCS INC COM74762E10229$12,2400.00%
170CONOCOPHILLIPS COMCOP126$11,7950.00%
171ISHARES INC MSCI HONG KONG INDEX FD464286871550$11,6880.00%
172INDUSTRIAL SELECT SECTOR SPDR81369Y70475$11,6340.00%
173JPMORGAN CHASE & CO. COMVYLD36$11,6000.00%
174MASTERCARD INCMA20$11,5330.00%
175INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYINHD248$11,5150.00%
176EDWARDS LIFESCIENCES CORP COMEW135$11,5090.00%
177WASTE MANAGEMENT INC94106L10950$10,9860.00%
178AMDOCS LTD SHSDOX136$10,9490.00%
179INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAYINHD365$10,9140.00%
180INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCHINHD386$10,6130.00%
181NIKE INC CL BNKE164$10,4480.00%
182HOME DEPOTHD30$10,3230.00%
183COHEN & STEERS INFRASTRUCTURE FUND19248A109418$10,0780.00%
184CONSOLIDATED EDISON INC COMED100$9,9320.00%
185INTL BUSINESS MACHINESINTR33$9,7750.00%
186STATE STREET SPDR S&P BIOTECH ETF78464A87080$9,7540.00%
187CATERPILLAR INC COMCAT17$9,7390.00%
188PERSPECTIVE THERAPEUTICS INC COM NEWCATX3,500$9,6250.00%
189GRAYSCALE BITCOIN MINI TRUST ETF389930207236$9,1400.00%
190SOUTHERN CO COMSOMN100$8,7200.00%
191PEPSICO INC COMPEP60$8,6110.00%
192GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC102$8,3720.00%
193ISHARES FUTURE AI & TECH ETF46435U556163$7,8690.00%
194ISHARES BITCOIN TRUST ETFIBIT155$7,6960.00%
195EXELON CORP COMEXC176$7,6720.00%
196MARKET VECTORS ETF TRUST AGRIBUSINESS92189F700105$7,6670.00%
197GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715206$7,4710.00%
198WHEATON PRECIOUS METALS CORP COMWPM60$7,0510.00%
199U.S. GLOBAL JETS ETF26922A842250$7,0180.00%
200STATE STREET SPDR S&P METALS & MINING ETF78464A75566$6,8640.00%
201AUTOZONE INC COMAZO2$6,7830.00%
202STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y30884$6,5250.00%
203ZOETIS INC CL AZTS50$6,2910.00%
204AFLAC INC COMAFL56$6,1750.00%
205INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAYINHD242$6,1540.00%
206ROYAL GOLD INC COMRGLD27$6,0020.00%
207SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888131$5,9640.00%
208JD.COM INC SPON ADS CL AJDCMF207$5,9510.00%
209TARGET CORP COMTGT60$5,8650.00%
210INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAYINHD199$5,6300.00%
211INNOVATOR GROWTH-100 POWER BUFFER ETF - MAYINHD200$5,5680.00%
212INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRILINHD184$5,4650.00%
213COHEN & STEERS REIT PREFERRED BALANCE INCOME19247X100271$5,3820.00%
214INDIA FUND INC454089103390$5,3450.00%
215INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULYINHD157$5,2610.00%
216HOLOGIC INC COMHOLX65$4,8420.00%
217ISHARES U.S. INFRASTRUCTURE ETF46435U71385$4,4810.00%
218ISHARES GOLD TRUSTIAU55$4,4640.00%
219CITIGROUP INCC-PR38$4,4340.00%
220MODERNA INC COMMRNA150$4,4240.00%
221VANGUARD ENERGY ETF92204A30633$4,1260.00%
222STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y10089$4,0310.00%
2233M CO COMMMM25$4,0030.00%
224NETFLIX INC COMNFLX40$3,7500.00%
225ARM HOLDINGS PLC SPONSORED ADS04206820534$3,7170.00%
226TRISALUS LIFE SCIENCES INC COMTLSIW530$3,6990.00%
227DUKE ENERGY CORP NEW COM NEWDUKB30$3,5160.00%
228SUPER MICRO COMPUTER INC COM NEWSMCI120$3,5120.00%
229CARNIVAL CORP PAIRED CTFCUKPF100$3,0540.00%
230STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y88666$2,8180.00%
231BOSTON SCIENTIFIC CORP COMBSX26$2,4790.00%
232AT&T INC COMT-PC92$2,2850.00%
233INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULYINHD69$2,1870.00%
234INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULYINHD71$2,1050.00%
235ISHARES COPPER AND METALS MINING ETF46436E18946$2,0380.00%
236FIDELITY NATL INFORMATION SVCS COM31620M10630$1,9940.00%
237USA RARE EARTH INC COMUSAR163$1,9400.00%
238WELLTOWER INC COMWELL10$1,8560.00%
239MP MATERIALS CORP COM CL AMP32$1,6170.00%
240UNITED STATES ANTIMONY CORP COMUAMY280$1,4060.00%
241CRITICAL METALS CORP PUBCO ORD SHSCRTMF201$1,3950.00%
242UNITED STATES COPPER INDEX FUNDUNTCW37$1,2940.00%
243QUINCE THERAPEUTICS INC COMQNCX340$1,1390.00%
244FORD MOTOR COMPANY34537086080$1,0500.00%
245ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856212$1,0150.00%
246RESIDENTIAL REIT ETF88636458755$9770.00%
247THE REALREAL INC COM88339P10129$4580.00%
248CREE INCWOLF1$170.00%