How many stocks does JONES FINANCIAL COMPANIES LLLP own?

As of Q3 2025, JONES FINANCIAL COMPANIES LLLP holds 4,224 positions in their 13F portfolio.

What is JONES FINANCIAL COMPANIES LLLP's largest holding?

VUG at 11.4% of portfolio, worth $16.8B.

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

$146.8B as of Q3 2025, tracked across 4,224 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 Q3 2025?

View JONES FINANCIAL COMPANIES LLLP's latest portfolio changes, new positions, and exits for Q3 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 Q3 2025

SEC EDGAR SourceSEC Filings

Top Holdings4,224 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	35.2M	$16.8B	11.4%	—	$48.08	+65.73%	28 qtrssince 2018-Q4	Increased 62
AGG ETF ISHARES TR	143.9M	$14.4B	9.8%	—	$90.34	+7.01%	28 qtrssince 2018-Q4	Decreased 0
IVV ETF ISHARES CORE S&P 500 ETF	17.2M	$11.4B	7.8%	—	$549.20	+20.98%	28 qtrssince 2018-Q4	Increased 64
VTV ETF VANGUARD VALUE ETF	54M	$10.1B	6.9%	—	$97.96	+88.66%	28 qtrssince 2018-Q4	Increased 64
VOO ETF VANGUARD S&P 500 ETF	13.8M	$8.4B	5.7%	—	$498.42	+22.07%	28 qtrssince 2018-Q4	Increased 65
IEFA ETF ISHARES CORE MSCI EAFE ETF	96.5M	$8.4B	5.7%	—	$57.75	+47.63%	28 qtrssince 2018-Q4	Increased 67
IWR ETF ISHARES RUSSELL MIDCAP INDEX FUND	75.3M	$7.2B	4.9%	—	$77.75	+23.58%	28 qtrssince 2018-Q4	Increased 63
VO ETF VANGUARD MID-CAP ETF	23M	$6.7B	4.6%	—	$55.48	+30.93%	28 qtrssince 2018-Q4	Increased 64
VV ETF VANGUARD LARGE-CAP ETF	17.3M	$5.3B	3.6%	—	$138.21	+121.42%	28 qtrssince 2018-Q4	Increased 60
IWB ETF ISHARES RUSSELL 1000 ETF	11.3M	$4.1B	2.8%	—	$203.82	+78.30%	28 qtrssince 2018-Q4	Increased 57
SPYM ETF SPDR PORTFOLIO S&P 500 ETF	51M	$4B	2.7%	—	$69.44	+12.10%	8 qtrssince 2023-Q4	Increased 63
IUSB ETF ISHARES TR	71.4M	$3.3B	2.3%	—	$42.51	+5.73%	28 qtrssince 2018-Q4	Increased 59
VEA ETF VANGUARD FTSE DEVELOPED ETF	51.3M	$3B	2.1%	—	$35.79	+64.05%	28 qtrssince 2018-Q4	Increased 57
USHY ETF ISHARES BROAD USD HIGH YIELD	61.8M	$2.3B	1.6%	—	$33.95	+4.54%	21 qtrssince 2020-Q3	Increased 81
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	14.9M	$1.8B	1.2%	—	$114.13	+3.42%	28 qtrssince 2018-Q4	Increased 81
AVDV ETF AVANTIS INTL S/C VALUE ETF	19.1M	$1.7B	1.1%	—	$77.33	+13.19%	10 qtrssince 2023-Q2	Increased 81
IWS ETF ISHARES RUSSELL MIDCAP VALUE INDEX FUND	10M	$1.4B	1.0%	—	$90.11	+53.93%	28 qtrssince 2018-Q4	Decreased 0
DFIS ETF DIMENSIONAL ETF TRUST	34.1M	$1.1B	0.7%	—	$27.38	+14.74%	10 qtrssince 2023-Q2	Increased 69
SCZ ETF ISHARES TR	11.3M	$860.5M	0.6%	—	$60.21	+24.63%	28 qtrssince 2018-Q4	Increased 48
IUSG ETF ISHARES RUSSELL 3000 GROWTH	5.2M	$854.8M	0.6%	—	$63.77	+156.61%	28 qtrssince 2018-Q4	Decreased 0