13FBOX
Juno Financial Group LLC · 13F Holdings
Options Calculator Rankings

Juno Financial Group LLC

No.5979 Data as of 2026Q2
Latest AUM (Q2 2026)
$282.0M
QoQ Change Q1 2026
+$26.9M+10.6%
Holdings
73
New Buys
4
Adds
46
Reduces
20
Exits
1
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD STAR FDSVXUS
10.22%10.03%$28.8M337,147$25.6M331,903+5,244+1.58%Add
VVANGUARD WHITEHALL FDSVYM
9.04%6.82%$25.5M161,288$17.4M117,434+43,854+37.34%Add
FFIDELITY MERRIMACK STR TRFBND
8.61%8.88%$24.3M533,746$22.6M496,414+37,332+7.52%Add
VVANGUARD SPECIALIZED FUNDSVIG
8.45%8.19%$23.8M100,746$20.9M97,163+3,583+3.69%Add
IISHARES TRGJS
7.49%6.78%$21.1M927,750$17.3M755,358+172,392+22.82%Add
FFIRST TR EXCHANGE TRADED FDRDVY
6.46%6.15%$18.2M224,835$15.7M229,897-5,062-2.20%Reduce
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
5.31%4.96%$15.0M442,141$12.7M434,333+7,808+1.80%Add
JJ P MORGAN EXCHANGE TRADED FJPLD
3.29%3.41%$9.3M177,780$8.7M166,445+11,335+6.81%Add
FFIRST TR EXCH TRADED FD IIIFPE
2.22%2.25%$6.3M350,656$5.7M323,559+27,097+8.37%Add
IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG
2.21%3.28%$6.2M271,652$8.4M364,994-93,342-25.57%Reduce
DEERE & CODE
1.96%1.97%$5.5M8,712$5.0M8,943-231-2.58%Reduce
MICROSOFT CORPMSFT
1.95%2.03%$5.5M14,775$5.2M14,019+756+5.39%Add
PALO ALTOPANW
1.94%1.56%$5.5M16,060$4.0M24,787-8,727-35.21%Reduce
JPMORGAN CHASE & COJPM
1.72%1.71%$4.9M14,834$4.4M14,844-10-0.07%Reduce
ELI LILLY & COLLY
1.65%1.38%$4.7M3,880$3.5M3,828+52+1.36%Add
PROCTER & GAMBLE COPG
1.54%1.58%$4.3M29,565$4.0M27,925+1,640+5.87%Add
WALMART INCWMT
1.44%1.73%$4.1M35,958$4.4M35,488+470+1.32%Add
IISHARES TRTLT
1.28%1.28%$3.6M41,811$3.3M37,683+4,128+10.95%Add
ALPHABET INCGOOGL
1.27%1.12%$3.6M10,046$2.9M9,918+128+1.29%Add
SSCHWAB STRATEGIC TRSCHD
1.19%4.02%$3.4M105,877$10.2M334,044-228,167-68.30%Reduce
UBER TECHNOLOGIES INCUBER
1.18%1.19%$3.3M45,947$3.0M42,078+3,869+9.19%Add
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.12%1.12%$3.1M19,848$2.9M19,565+283+1.45%Add
SSCHWAB USSCHA
1.11%1%$3.1M87,019$2.5M87,391-372-0.43%Reduce
LOWES COS INC COMLOW
0.98%1.1%$2.8M12,566$2.8M11,889+677+5.69%Add
CROWDSTRIKE HLDGS INCCRWD
0.98%0.57%$2.8M3,625$1.4M3,705-80-2.16%Reduce
SCHWAB CHARLES CORPSCHW
0.98%1.02%$2.8M29,809$2.6M27,581+2,228+8.08%Add
PEPSICO INCPEP
0.94%1.09%$2.7M19,653$2.8M17,856+1,797+10.06%Add
CHEVRON CORPORATIONCVX
0.9%1.2%$2.5M15,258$3.1M14,748+510+3.46%Add
NETFLIX INCNFLX
0.8%1.11%$2.3M31,520$2.8M29,362+2,158+7.35%Add
JJ P MORGAN EXCHANGE TRADED FJMUB
0.78%0.86%$2.2M43,515$2.2M43,711-196-0.45%Reduce
AMAZON COM INCAMZN
0.78%0.74%$2.2M9,215$1.9M9,054+161+1.78%Add
FFIRST TR EXCHANGE TRADED FDSDVY
0.76%0.76%$2.2M49,855$1.9M49,139+716+1.46%Add
DANAHER CORP DEL COMDHR
0.75%0.8%$2.1M11,099$2.0M10,800+299+2.77%Add
APPLE INCAAPL
0.73%0.69%$2.1M7,146$1.8M6,981+165+2.36%Add
LOCKHEED MARTIN CORPLMT
0.59%0.78%$1.7M3,256$2.0M3,285-29-0.88%Reduce
AAB ACTIVE ETFS INCTAFI
0.54%0.59%$1.5M60,639$1.5M59,494+1,145+1.92%Add
CATERPILLAR INCCAT
0.54%0.43%$1.5M1,423$1.1M1,533-110-7.18%Reduce
IISHARES TRIVV
0.46%0.44%$1.3M1,724$1.1M1,720+4+0.23%Add
DOMINION ENERGY INCD
0.37%0.39%$1.0M15,288$997,80816,141-853-5.28%Reduce
CUMMINS INCCMI
0.34%0.29%$951,5421,334$743,9311,383-49-3.54%Reduce
PHILIP MORRIS INTL INCPM
0.33%0.33%$935,9345,173$842,7255,097+76+1.49%Add
NVIDIA CORPORATIONNVDA
0.27%0.23%$768,0193,838$576,0863,303+535+16.20%Add
CORNING INCGLW
0.26%0.15%$734,2362,875$387,4072,849+26+0.91%Add
FFIRST TRUSTCIBR
0.25%0.21%$718,2317,994$541,6658,642-648-7.50%Reduce
CCAVA GROUP INCCAVA
0.25%0.29%$717,5439,143$739,6699,14300.00%Unchanged
VISA INCV
0.25%0.24%$705,1022,055$604,2971,999+56+2.80%Add
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
0.24%0.22%$673,8144,222$551,8134,346-124-2.85%Reduce
ALTRIA GROUP INCMO
0.21%0.21%$589,6098,195$531,4018,053+142+1.76%Add
BBLACKROCK ETF TRUST IIBINC
0.2%0.22%$550,50410,518$564,86410,877-359-3.30%Reduce
AAlphabet Inc Class CGOOG
0.19%0.16%$530,5941,502$401,0651,398+104+7.44%Add

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