Back to JONES FINANCIAL COMPANIES LLLP

JONES FINANCIAL COMPANIES LLLP

Q2 2026 13F filing

Updated 27 days ago

5,993 disclosed positions worth $249.8B

Portfolio value
$249.8B
Total holdings
5,993
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX TR

Value
$18B
Shares
218.10M
% Port
7.22%
S

SPDR SER TR

Value
$14.6B
Shares
169.82M
% Port
5.83%
E

ISHARES CORE S&P 500 ETF

Value
$14.1B
Shares
19.37M
% Port
5.66%
V

VANGUARD S&P 500 ETF

Value
$12.2B
Shares
18.26M
% Port
4.90%
E

ISHARES CORE US AGGREGATE BOND

Value
$10.8B
Shares
108.54M
% Port
4.32%
E

ISHARES RUSSELL MIDCAP

Value
$10.7B
Shares
97.83M
% Port
4.29%
E

ISHARES TRUST CORE MSCI EAFE

Value
$10.6B
Shares
111.01M
% Port
4.24%
V

VANGUARD INDEX TR

Value
$9.7B
Shares
44.31M
% Port
3.87%
V

VANGUARD MID CAP ETF

Value
$8.8B
Shares
109.65M
% Port
3.51%
V
10.VGES

VANGUARD INDEX TRUST

Value
$6.5B
Shares
19.21M
% Port
2.59%
J
11.JNJ

ISHARES

Value
$4.4B
Shares
53.01M
% Port
1.74%
E
12.ETHA

ISHARES CORE UNIVERSAL USD BD

Value
$4B
Shares
87.36M
% Port
1.62%
V
13.VGES

VANGUARD FTSE DEVELOPED

Value
$3.9B
Shares
54.80M
% Port
1.55%
E
14.ETHA

ISHARES BROAD USD HIGH YIELD

Value
$3.8B
Shares
102.44M
% Port
1.52%
E
15.ETHA

ISHARES RUSSELL 1000

Value
$3.5B
Shares
8.70M
% Port
1.39%
?
16.N/A

AMERICAN CENTY ETF TR

Value
$3.5B
Shares
33.27M
% Port
1.38%
E
17.ETHA

ISHARES CORE S&P SMALL CAP ETF

Value
$3.2B
Shares
22.03M
% Port
1.30%
N
18.NVDA

NVIDIA CORP

Value
$2.8B
Shares
14.71M
% Port
1.13%
A
19.AAPL

APPLE INC

Value
$2.5B
Shares
8.97M
% Port
1.02%
A
20.AMZN

AMAZON COM INC

Value
$2.2B
Shares
9.42M
% Port
0.88%
G

ALPHABET INC

Value
$2.1B
Shares
6.37M
% Port
0.86%
M
22.MSFT

MICROSOFT CORP

Value
$2.1B
Shares
5.60M
% Port
0.84%
?
23.N/A

DIMENSIONAL ETF TR

Value
$2B
Shares
57.60M
% Port
0.81%
E
24.ETHA

ISHARES CORE MSCI

Value
$1.7B
Shares
21.14M
% Port
0.69%
A
25.AVGO

BROADCOM INC

Value
$1.4B
Shares
3.80M
% Port
0.56%
I

ISHARES CORE S&P U.S. GROWTH

Value
$1.2B
Shares
6.79M
% Port
0.49%
E
27.ETHA

INVESCO EXCHANGE-TRADED FD TR

Value
$1.2B
Shares
4.16M
% Port
0.48%
E
28.ETHA

ISHARES RUSSELL MIDCAP VALUE

Value
$1.2B
Shares
6.97M
% Port
0.46%
E
29.ETHA

ISHARES CORE DIVIDEND GROWTH

Value
$1.1B
Shares
14.39M
% Port
0.44%
E
30.ETHA

ISHARES CORE S&P U.S VALUE

Value
$887.3M
Shares
8.08M
% Port
0.36%
L
31.LLY

ELI LILLY & CO

Value
$874.4M
Shares
723.7K
% Port
0.35%
T

TAIWAN SEMICONDUCTOR

Value
$854.7M
Shares
1.98M
% Port
0.34%
E
33.ETHA

ISHARES S&P 100 FUND

Value
$848.9M
Shares
2.37M
% Port
0.34%
M
34.META

META PLATFORMS INC

Value
$805M
Shares
1.46M
% Port
0.32%
C

CAPITAL GROUP DIVID VALUE ETF

Value
$796.2M
Shares
16.42M
% Port
0.32%
A
36.AMD

ADVANCED MICRO DEVICES INC

Value
$781M
Shares
1.50M
% Port
0.31%
V
37.VGES

VANGUARD INDEX TRUST

Value
$763.1M
Shares
2.55M
% Port
0.31%
G

ALPHABET INC

Value
$756.1M
Shares
2.26M
% Port
0.30%
V
39.V

VISA INC CL A

Value
$710.9M
Shares
2.11M
% Port
0.28%
J

JPMORGAN CHASE & CO

Value
$678M
Shares
2.06M
% Port
0.27%
E
41.ETHA

ISHARES RUSSELL 1000 VALUE

Value
$656.6M
Shares
2.70M
% Port
0.26%
E
42.ETHA

ISHARES MSCI EAFE FUND

Value
$637.6M
Shares
6.22M
% Port
0.26%
V
43.VGES

VANGUARD INDEX TR

Value
$613.5M
Shares
3.08M
% Port
0.25%
M
44.MU

MICRON TECHNOLOGY INC

Value
$604.6M
Shares
533.9K
% Port
0.24%
E
45.ETHA

ISHARES CORE S&P MID CAP ETF

Value
$597.5M
Shares
7.84M
% Port
0.24%
C

CAPITAL GROUP CORE EQUITY ETF

Value
$552.5M
Shares
12.70M
% Port
0.22%
B
47.BX

VANGUARD DIVIDEND APPRECIATION

Value
$539.6M
Shares
2.30M
% Port
0.22%
E
48.ETHA

ISHARES TR MSCI EAFE VALUE

Value
$534.2M
Shares
7.02M
% Port
0.21%
S
49.SPY

SPDR S&P 500 ETF TR

Value
$532.7M
Shares
730.8K
% Port
0.21%
C

CAPITAL GROUP GROWTH ETF

Value
$528.3M
Shares
11.54M
% Port
0.21%