Juno Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Juno Financial Group LLC held in its portfolio 69 assets valued at $249,811,647 (i.e. $249.81M).
The most valuable assets in the portfolio included: VANGUARD STAR FDS ($24.59M), VANGUARD SPECIALIZED FUNDS ($20.84M), and FIDELITY MERRIMACK STR TR ($18.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Juno Financial Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD STAR FDS | 325919 | 24587356 | VG TL INTL STK F |
| VANGUARD SPECIALIZED FUNDS | 94835 | 20842755 | DIV APP ETF |
| FIDELITY MERRIMACK STR TR | 405448 | 18666815 | TOTAL BD ETF |
| ISHARES TR | 729615 | 16799392 | US TREAS BD ETF |
| VANGUARD WHITEHALL FDS | 114670 | 16457448 | HIGH DIV YLD |
| FIRST TR EXCHANGE TRADED FD | 231421 | 16076793 | RISNG DIVD ACHIV |
| SCHWAB STRATEGIC TR | 410137 | 13378657 | US LCAP GR ETF |
| ISHARES TR | 460294 | 10529237 | IBONDS 26 TRM TS |
| BLACKROCK ETF TRUST II | 181307 | 9567560 | ISHARES FLEXIBLE |
| SCHWAB STRATEGIC TR | 323802 | 8881896 | US DIVIDEND EQ |
| MICROSOFT CORP | 13918 | 6731057 | COM |
| FIRST TR EXCH TRADED FD III | 305206 | 5560859 | PFD SECS INC ETF |
| JPMORGAN CHASE & CO. | 15365 | 4950921 | COM |
| ELI LILLY & CO | 3926 | 4219651 | COM |
| DEERE & CO | 8876 | 4132618 | COM |
| WALMART INC | 35505 | 3955612 | COM |
| PROCTER AND GAMBLE CO | 26142 | 3746423 | COM |
| UBER TECHNOLOGIES INC | 39596 | 3235389 | COM |
| ALPHABET INC | 9966 | 3119296 | CAP STK CL A |
| ISHARES TR | 35449 | 3089711 | 20 YR TR BD ETF |
| SELECT SECTOR SPDR TR | 19581 | 3031063 | STATE STREET HEA |
| CHEVRON CORP NEW | 19493 | 2970956 | COM |
| LOWES COS INC | 11846 | 2856710 | COM |
| PALO ALTO NETWORKS INC | 14839 | 2733344 | COM |
| SCHWAB CHARLES CORP | 25935 | 2591177 | COM |
| NETFLIX INC | 26558 | 2490078 | COM |
| SCHWAB STRATEGIC TR | 85168 | 2425575 | US SML CAP ETF |
| PEPSICO INC | 16362 | 2348255 | COM |
| AMAZON COM INC | 10148 | 2342361 | COM |
| DANAHER CORPORATION | 9727 | 2226816 | COM |
| J P MORGAN EXCHANGE TRADED F | 39306 | 1984935 | MUNICIPAL ETF |
| APPLE INC | 6980 | 1897682 | COM |
| FIRST TR EXCHANGE-TRADED FD | 45947 | 1760671 | SMID RISNG ETF |
| CROWDSTRIKE HLDGS INC | 3483 | 1632691 | CL A |
| LOCKHEED MARTIN CORP | 3058 | 1479096 | COM |
| AB ACTIVE ETFS INC | 51085 | 1287847 | TAX AWARE SHRT |
| ISHARES TR | 1715 | 1174773 | CORE S&P500 ETF |
| DOMINION ENERGY INC | 16543 | 969249 | COM |
| CUMMINS INC | 1731 | 883350 | COM |
| CATERPILLAR INC | 1532 | 877468 | COM |
| PHILIP MORRIS INTL INC | 5053 | 810520 | COM |
| VISA INC | 1996 | 699896 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 4580 | 650944 | NASDAQ-100 SEL |
| NVIDIA CORPORATION | 3308 | 616988 | COM |
| FIRST TR EXCHANGE TRADED FD | 8633 | 616836 | NASDAQ CYB ETF |
| CAVA GROUP INC | 9143 | 536603 | COM |
| VANGUARD INDEX FDS | 787 | 493688 | S&P 500 ETF SHS |
| ALTRIA GROUP INC | 7918 | 456547 | COM |
| ISHARES TR | 2042 | 438436 | US AER DEF ETF |
| ALPHABET INC | 1390 | 436326 | CAP STK CL C |
| GE AEROSPACE | 1296 | 399124 | COM NEW |
| FULTON FINL CORP PA | 20271 | 391839 | COM |
| BOEING CO | 1775 | 385388 | COM |
| EATON CORP PLC | 1159 | 369153 | SHS |
| SELECT SECTOR SPDR TR | 8408 | 358918 | STATE STREET UTI |
| ISHARES TR | 4278 | 354341 | 1 3 YR TREAS BD |
| INVESCO EXCHANGE TRADED FD T | 1760 | 337146 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 1527 | 319304 | EXTEND MKT ETF |
| UNION PAC CORP | 1145 | 264877 | COM |
| ISHARES TR | 10137 | 259883 | IBONDS DEC 26 |
| ISHARES TR | 1536 | 259153 | ISHARES BIOTECH |
| ISHARES TR | 10144 | 257557 | IBONDS DEC 27 |
| DISNEY WALT CO | 2223 | 252911 | COM |
| SPDR GOLD TR | 636 | 252053 | GOLD SHS |
| CORNING INC | 2823 | 247201 | COM |
| VANGUARD WORLD FD | 290 | 218248 | INF TECH ETF |
| BROADCOM INC | 622 | 215129 | COM |
| ENTERGY CORP NEW | 2309 | 213453 | COM |
| EXXON MOBIL CORP | 1709 | 205642 | COM |
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