Juno Financial Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Juno Financial Group LLC reported 69 stock positions worth $249.8 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 9.8% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 8.3%) and Fidelity Total Bond ETF (FBND, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002106874
- Portfolio Value
- $249.8M (Q4 2025)
- SEC Filing
- 0001398344-26-001468 ↗ filed Jan 28, 2026
Holdings Value
Holdings 69 stocks · $249.8M
| VXUS Vanguard Total Intl Stock | 9.84% | 325,919 | $24.6M | — |
| VIG Vanguard Dividend Apprec ETF | 8.34% | 94,835 | $20.8M | — |
| FBND Fidelity Total Bond ETF | 7.47% | 405,448 | $18.7M | — |
| GOVT iShares US Treasury Bond ETF | 6.72% | 729,615 | $16.8M | — |
| VYM Vanguard High DVD Yield ETF | 6.59% | 114,670 | $16.5M | — |
| RDVY First Trust Rising Dividend | 6.44% | 231,421 | $16.1M | — |
| SCHG Schwab US Large-Cap Growth | 5.36% | 410,137 | $13.4M | — |
| IBTG iShares Ibonds Dec 2026 Term | 4.21% | 460,294 | $10.5M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 3.83% | 181,307 | $9.6M | — |
| SCHD Schwab US DVD Equity ETF | 3.56% | 323,802 | $8.9M | — |
| MSFT Microsoft Corp. | 2.69% | 13,918 | $6.7M | — |
| FPE FT-Preferred Secur & Inc. ETF | 2.23% | 305,206 | $5.6M | — |
| JPM JPMorgan Chase & Co. | 1.98% | 15,365 | $5.0M | — |
| LLY Eli Lilly & Co. | 1.69% | 3,926 | $4.2M | — |
| DE Deere & Co. | 1.65% | 8,876 | $4.1M | — |
| WMT Walmart Inc. | 1.58% | 35,505 | $4.0M | — |
| PG The Procter & Gamble Co. | 1.50% | 26,142 | $3.7M | — |
| UBER Uber Technologies Inc. | 1.30% | 39,596 | $3.2M | — |
| GOOGL Alphabet Inc. Class A | 1.25% | 9,966 | $3.1M | — |
| TLT iShares 20+ Year Treasury BD | 1.24% | 35,449 | $3.1M | — |
| XLV SS Health Care Select Sector | 1.21% | 19,581 | $3.0M | — |
| CVX Chevron Corp. | 1.19% | 19,493 | $3.0M | — |
| LOW Lowe's Cos Inc. | 1.14% | 11,846 | $2.9M | — |
| PANW Palo Alto Networks Inc. | 1.09% | 14,839 | $2.7M | — |
| SCHW Schwab (charles) Corp. | 1.04% | 25,935 | $2.6M | — |
| NFLX Netflix Inc. | 1.00% | 26,558 | $2.5M | — |
| SCHA Schwab US Small-Cap ETF | 0.97% | 85,168 | $2.4M | — |
| PEP Pepsico Inc. | 0.94% | 16,362 | $2.3M | — |
| AMZN Amazon.com Inc. | 0.94% | 10,148 | $2.3M | — |
| DHR Danaher Corp. | 0.89% | 9,727 | $2.2M | — |
| JMUB JPMorgan Municipal ETF | 0.79% | 39,306 | $2.0M | — |
| AAPL Apple Inc. | 0.76% | 6,980 | $1.9M | — |
| SDVY First Trust Smid Cap Rising | 0.70% | 45,947 | $1.8M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.65% | 3,483 | $1.6M | — |
| LMT Lockheed Martin Corp. | 0.59% | 3,058 | $1.5M | — |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.52% | 51,085 | $1.3M | — |
| IVV iShares Core S&P 500 ETF | 0.47% | 1,715 | $1.2M | — |
| D Dominion Energy Inc. | 0.39% | 16,543 | $969K | — |
| CMI Cummins Inc. | 0.35% | 1,731 | $883K | — |
| CAT Caterpillar Inc. | 0.35% | 1,532 | $877K | — |
| PM Philip Morris International | 0.32% | 5,053 | $811K | — |
| V Visa Inc. Class A | 0.28% | 1,996 | $700K | — |
| QQEW First TR Nasdaq-100 Sel Eq | 0.26% | 4,580 | $651K | — |
| NVDA Nvidia Corp. | 0.25% | 3,308 | $617K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.25% | 8,633 | $617K | — |
| CAVA Cava Group Inc. | 0.21% | 9,143 | $537K | — |
| VOO Vanguard S&P 500 ETF | 0.20% | 787 | $494K | — |
| MO Altria Group Inc. | 0.18% | 7,918 | $457K | — |
| ITA iShares U.S. Aerospace & Def | 0.18% | 2,042 | $438K | — |
| GOOG Alphabet Inc. Class C | 0.17% | 1,390 | $436K | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,296 | $399K | — |
| FULT Fulton Financial Corp. | 0.16% | 20,271 | $392K | — |
| BA The Boeing Co. | 0.15% | 1,775 | $385K | — |
| ETN Eaton Corp. PLC | 0.15% | 1,159 | $369K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.14% | 8,408 | $359K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 4,278 | $354K | — |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 1,760 | $337K | — |
| VXF Vanguard Extended Market ETF | 0.13% | 1,527 | $319K | — |
| UNP Union Pacific Corp. | 0.11% | 1,145 | $265K | — |
| IBMO iShares Ibonds Dec 2026 Term | 0.10% | 10,137 | $260K | — |
| IBB iShares Biotechnology ETF | 0.10% | 1,536 | $259K | — |
| IBMP iShares Ibonds Dec 2027 Term | 0.10% | 10,144 | $258K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 2,223 | $253K | — |
| GLD SPDR Gold Shares | 0.10% | 636 | $252K | — |
| GLW Corning Inc. | 0.10% | 2,823 | $247K | — |
| VGT Vanguard Info Tech ETF | 0.09% | 290 | $218K | — |
| AVGO Broadcom Inc. | 0.09% | 622 | $215K | — |
| ETR Entergy Corp. | 0.09% | 2,309 | $213K | — |
| XOM Exxon Mobil Corp. | 0.08% | 1,709 | $206K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.