How many stocks does JONES FINANCIAL COMPANIES LLLP own?

As of Q2 2025, JONES FINANCIAL COMPANIES LLLP holds 4,028 positions in their 13F portfolio.

What is JONES FINANCIAL COMPANIES LLLP's largest holding?

VUG at 11.6% of portfolio, worth $15.3B.

What is JONES FINANCIAL COMPANIES LLLP's total portfolio value?

$131.9B as of Q2 2025, tracked across 4,028 holdings.

Is JONES FINANCIAL COMPANIES LLLP a hedge fund?

JONES FINANCIAL COMPANIES LLLP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does JONES FINANCIAL COMPANIES LLLP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has JONES FINANCIAL COMPANIES LLLP's portfolio changed in Q2 2025?

View JONES FINANCIAL COMPANIES LLLP's latest portfolio changes, new positions, and exits for Q2 2025 on HoldingsIntel.

What is JONES FINANCIAL COMPANIES LLLP's investment strategy?

JONES FINANCIAL COMPANIES LLLP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

JONES FINANCIAL COMPANIES LLLP

Institutional investor · Portfolio as of Q2 2025

Top Holdings4,028 positions

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Activity:

				Price Trend
VUG ETF Vanguard Index Funds MORNINGSTAR GROWTH ETF	35.1M	$15.3B	11.6%	—	$47.89	+51.77%	27 qtrssince 2018-Q4	Increased 67
AGG ETF ISHARES TR	145.4M	$14.4B	10.9%	—	$90.34	+4.85%	27 qtrssince 2018-Q4	Increased 65
IVV ETF iShares Trust CORE S&P500 ETF	16.6M	$10.3B	7.8%	—	$541.57	+12.97%	27 qtrssince 2018-Q4	Increased 72
VTV ETF VANGUARD INDEX FDS	52.3M	$9.2B	7.0%	—	$94.20	+82.94%	27 qtrssince 2018-Q4	Decreased 0
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	13.2M	$7.5B	5.7%	—	$489.67	+14.35%	27 qtrssince 2018-Q4	Increased 75
IEFA ETF ISHARES CORE MSCI EAFE ETF	89.7M	$7.5B	5.7%	—	$55.66	+46.85%	27 qtrssince 2018-Q4	Increased 62
IWR ETF ISHARES RUSSELL MIDCAP ETF	69.7M	$6.4B	4.8%	—	$75.62	+19.72%	27 qtrssince 2018-Q4	Increased 61
VO ETF VANGUARD INDEX FDS	21M	$5.9B	4.4%	—	$53.82	+28.12%	27 qtrssince 2018-Q4	Increased 67
VV ETF VANGUARD MORNINGSTAR LARGE-CAP ETF	16.8M	$4.8B	3.6%	—	$132.34	+112.64%	27 qtrssince 2018-Q4	Increased 61
IWB ETF ISHARES RUSSELL 1000 ETF	10.8M	$3.7B	2.8%	—	$196.52	+70.65%	27 qtrssince 2018-Q4	Increased 58
SPYM ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF	44.2M	$3.2B	2.4%	—	$67.76	+5.79%	7 qtrssince 2023-Q4	Increased 73
IUSB ETF ISHARES CORE TOTAL USD BOND MARKET ETF	66.8M	$3.1B	2.3%	—	$42.34	+3.94%	27 qtrssince 2018-Q4	Increased 59
VEA ETF VANGUARD FTSE DEVELOPED MARKETS ETF	49.5M	$2.8B	2.1%	—	$34.58	+59.82%	27 qtrssince 2018-Q4	Decreased 0
VB ETF VANGUARD INDEX FDS	7M	$1.7B	1.3%	—	$139.76	+66.81%	27 qtrssince 2018-Q4	Increased 53
IWS ETF ISHARES RUSSELL MID-CAP VALUE ETF	10.8M	$1.4B	1.1%	—	$89.54	+44.88%	27 qtrssince 2018-Q4	Increased 54
IWM ETF iShares Trust RUSSELL 2000 ETF	4.8M	$1B	0.8%	—	$149.75	+42.25%	27 qtrssince 2018-Q4	Decreased 0
VWOB ETF VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	15M	$973.5M	0.7%	—	$55.13	+9.59%	22 qtrssince 2020-Q1	Increased 47
IUSG ETF ISHARES CORE S&P U.S. GROWTH ETF	6.2M	$922.4M	0.7%	—	$63.89	+133.83%	27 qtrssince 2018-Q4	Increased 45
VTWO ETF VANGUARD RUSSELL 2000 ETF	10.1M	$876.8M	0.7%	—	$80.46	+7.04%	13 qtrssince 2022-Q2	Increased 61
USHY ETF ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	22.3M	$834M	0.6%	—	$30.85	+10.95%	20 qtrssince 2020-Q3	Increased 48