JNBA Financial Advisors: 13F holdings
CIK 15691182026Q2
| Positions | 830 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 830 (+11 vs prior quarter) |
|---|
| Reported value | $1.3bn (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 232,149 | $173.9m | 13.2% |
| EWU SPDR INDEX SHS FDS | 2,430,445 | $122.5m | 9.3% |
| SGOV ISHARES TR | 924,007 | $93.0m | 7.0% |
| AVDE AMERICAN CENTY ETF TR | 769,910 | $68.7m | 5.2% |
| IJH ISHARES TR | 794,124 | $61.2m | 4.6% |
| SPMD SPDR SERIES TRUST | 815,885 | $55.1m | 4.2% |
| VUG VANGUARD INDEX FDS | 581,566 | $50.1m | 3.8% |
| SPEM SPDR INDEX SHS FDS | 796,899 | $41.3m | 3.1% |
| VEA VANGUARD TAX-MANAGED FDS | 535,325 | $38.1m | 2.9% |
| MOAT VANECK ETF TRUST | 338,932 | $35.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569118")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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