JONES FINANCIAL COMPANIES LLLP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$164B

Total Positions

4,419

New This Quarter

457

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VUG11.71%

AGG8.44%

IVV7.66%

VTV6.44%

VOO5.52%

IEFA5.49%

IWR4.63%

VO3.80%

VV3.42%

SPYM2.82%

Other18.54%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

HYMC4Q held

HYCROFT MINING HOLDING CORP

Avg $3.06 · $4,697 est. P&L

Est. P&L

+667.32%

LITE7Q held

Lumentum Holdings Inc

Avg $70.35 · $711,470 est. P&L

Est. P&L

+427.64%

LASR5Q held

NLIGHT INC

Avg $10.15 · $7,100 est. P&L

Est. P&L

+279.80%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 4419 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG VANGUARD INDEX FDS	39.4M	$19.2B	11.7%	—	$310.60	+58.30%	29 qtrs	Increased 69
AGG ISHARES TR	138.6M	$13.8B	8.4%	—	$92.07	+8.40%	29 qtrs	Decreased 0
IVV ISHARES TR	18.3M	$12.6B	7.7%	—	$558.00	+23.64%	29 qtrs	Increased 66
VTV VANGUARD INDEX FDS	55.3M	$10.6B	6.4%	—	$100.19	+92.01%	29 qtrs	Increased 63
VOO VANGUARD INDEX FDS	14.4M	$9.1B	5.5%	—	$504.39	+25.25%	29 qtrs	Increased 65
IEFA ISHARES TR	100.6M	$9B	5.5%	—	$59.06	+52.17%	29 qtrs	Increased 65
IWR ISHARES TR	78.9M	$7.6B	4.6%	—	$78.64	+23.68%	29 qtrs	Increased 61
VO VANGUARD INDEX FDS	21.5M	$6.2B	3.8%	—	$222.84	+31.45%	29 qtrs	Decreased 0
VV VANGUARD INDEX FDS	17.8M	$5.6B	3.4%	—	$143.38	+121.23%	29 qtrs	Increased 60
SPYM SPDR SERIES TRUST	57.6M	$4.6B	2.8%	—	$70.74	+14.25%	9 qtrs	Increased 62
IWB ISHARES TR	11.6M	$4.3B	2.6%	—	$208.61	+80.34%	29 qtrs	Increased 56
IUSB ISHARES TR	76.6M	$3.6B	2.2%	—	$43.61	+6.62%	29 qtrs	Increased 59
VEA VANGUARD TAX-MANAGED FDS	52.9M	$3.3B	2.0%	—	$36.61	+71.51%	29 qtrs	Increased 56
USHY ISHARES TR	88M	$3.3B	2.0%	—	$35.76	+4.09%	22 qtrs	Increased 73
AVDV AMERICAN CENTY ETF TR	30.9M	$2.9B	1.8%	—	$83.91	+12.55%	11 qtrs	Increased 73
SCZ ISHARES TR	35.1M	$2.7B	1.7%	—	$72.19	+7.88%	29 qtrs	Increased 81
IJR ISHARES TR	16.3M	$2B	1.2%	—	$114.76	+6.03%	29 qtrs	Increased 55
DFIS DIMENSIONAL ETF TRUST	45.8M	$1.5B	0.9%	—	$28.83	+14.71%	11 qtrs	Increased 58
IWS ISHARES TR	9.7M	$1.4B	0.8%	—	$90.11	+58.01%	29 qtrs	Decreased 0
IEMG ISHARES INC	18.6M	$1.2B	0.8%	—	$65.91	+2.25%	25 qtrs	Increased 73
IUSG ISHARES TR	5.4M	$899.5M	0.5%	—	$66.20	+155.61%	29 qtrs	Increased 46
GOOGL Alphabet Inc	2.8M	$883.2M	0.5%	—	$182.26	+72.19%	29 qtrs	Increased 49
NVDA NVIDIA Corp	4.5M	$842M	0.5%	—	$136.75	+37.14%	21 qtrs	Increased 49
MSFT Microsoft Corp	1.7M	$811.4M	0.5%	—	$410.39	+18.78%	29 qtrs	Increased 43
AAPL Apple Inc	2.9M	$781.1M	0.5%	—	$213.14	+28.00%	29 qtrs	Increased 42
Showing 25 of 4,419 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JBLJabil Inc

Q1 2024 → Q4 2025+5,186 shares+$1.2M

PLDPrologis Inc

Q1 2024 → Q4 2025+147,085 shares+$18.7M

JIREJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+505,158 shares+$37.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer