JONES FINANCIAL COMPANIES LLLP
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,724 positions
VANGUARD INDEX FDS | 39.2M | $16.6B | 8.0% | $51.52 | +41.00% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 132.2M | $13B | 6.3% | $90.34 | +8.05% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 18.9M | $12.1B | 5.8% | $557.02 | +16.62% | 30 qtrssince 2018-Q4 | Increased 64 |
VANGUARD INDEX FDS | 17.1M | $10B | 4.8% | $515.03 | +15.39% | 30 qtrssince 2018-Q4 | Increased 69 |
VANGUARD INDEX FDS | 51.3M | $9.9B | 4.8% | $99.12 | +96.06% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 108.5M | $9.5B | 4.6% | $61.54 | +51.89% | 30 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 93M | $8.9B | 4.3% | $80.76 | +19.71% | 30 qtrssince 2018-Q4 | Increased 68 |
SPDR SER TR | 110.7M | $8.3B | 4.0% | $73.08 | +4.17% | 10 qtrssince 2023-Q4 | Increased 93 |
VANGUARD INDEX FDS | 26.3M | $7.4B | 3.6% | $58.41 | +22.53% | 30 qtrssince 2018-Q4 | Increased 71 |
VANGUARD INDEX FDS | 18.7M | $5.4B | 2.6% | $149.54 | +98.77% | 30 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 49.4M | $3.8B | 1.8% | $74.95 | +8.99% | 30 qtrssince 2018-Q4 | Increased 67 |
ISHARES TR | 79.6M | $3.7B | 1.8% | $42.81 | +6.01% | 30 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 10.5M | $3.6B | 1.7% | $207.47 | +71.09% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 95.4M | $3.5B | 1.7% | $34.22 | +3.35% | 23 qtrssince 2020-Q3 | Increased 55 |
VANGUARD TAX-MANAGED INTL FD | 55M | $3.4B | 1.6% | $37.25 | +70.68% | 30 qtrssince 2018-Q4 | Increased 52 |
AMERICAN CENTY ETF TR | 30.4M | $2.9B | 1.4% | $82.21 | +19.31% | 12 qtrssince 2023-Q2 | Decreased 0 |
ISHARES TR | 19.9M | $2.4B | 1.2% | $115.65 | +6.78% | 30 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 8.4M | $2.1B | 1.0% | $238.10 | +6.40% | 30 qtrssince 2018-Q4 | Increased 81 |
NVIDIA CORP | 12M | $2B | 1.0% | $156.66 | +11.07% | 22 qtrssince 2020-Q4 | Increased 73 |
DIMENSIONAL ETF TRUST | 58.7M | $1.9B | 0.9% | $29.37 | +12.74% | 12 qtrssince 2023-Q2 | Increased 56 |
JONES FINANCIAL COMPANIES LLLP manages $208.1B across 4724 positions as of Q1 2026. Top holdings: VUG (8.0%), AGG (6.3%), IVV (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 574 new positions, 269 exits, 3247 increased. Top move: SPYM (INCREASED, conviction 93). Portfolio: $208.1B across 4724 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR