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JMN Financial LLC

Q1 2026 13F Holdings

  • Location
    new albany, OH
  • Num holdings

    189

  • Value ($000)

    $101,757

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002113267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$5.31M
5 %

67,721

A
AAPL

APPLE INC

COM
037833100
$4.52M
4 %

17,806

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.07M
4 %

23,360

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$3.59M
4 %

6,000

M
MSFT

MICROSOFT CORP

COM
594918104
$2.46M
2 %

6,654

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$2.29M
2 %

35,682

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.27M
2 %

7,927

A
AMZN

AMAZON COM INC

COM
023135106
$1.82M
2 %

8,744

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$1.62M
2 %

4,768

A
AVGO

BROADCOM INC

COM
11135F101
$1.57M
2 %

5,071

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