JONES FINANCIAL COMPANIES LLLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings4,419 positions
VANGUARD INDEX FDS | 39.4M | $19.2B | 11.7% | $51.52 | +57.31% | 29 qtrssince 2018-Q4 | Increased 69 |
ISHARES TR | 138.6M | $13.8B | 8.4% | $90.34 | +8.02% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 18.3M | $12.6B | 7.7% | $554.11 | +22.60% | 29 qtrssince 2018-Q4 | Increased 66 |
VANGUARD INDEX FDS | 55.3M | $10.6B | 6.4% | $99.12 | +89.81% | 29 qtrssince 2018-Q4 | Increased 63 |
VANGUARD INDEX FDS | 14.4M | $9.1B | 5.5% | $500.44 | +24.24% | 29 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 100.6M | $9B | 5.5% | $59.06 | +52.17% | 29 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 78.9M | $7.6B | 4.6% | $77.93 | +22.51% | 29 qtrssince 2018-Q4 | Increased 61 |
VANGUARD INDEX FDS | 21.5M | $6.2B | 3.8% | $55.48 | +29.87% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 17.8M | $5.6B | 3.4% | $142.71 | +118.77% | 29 qtrssince 2018-Q4 | Increased 60 |
SPDR SER TR | 57.6M | $4.6B | 2.8% | $70.26 | +13.27% | 9 qtrssince 2023-Q4 | Increased 62 |
ISHARES TR | 11.6M | $4.3B | 2.6% | $207.47 | +78.76% | 29 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 76.6M | $3.6B | 2.2% | $42.71 | +6.33% | 29 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TAX-MANAGED INTL FD | 52.9M | $3.3B | 2.0% | $36.21 | +70.89% | 29 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 88M | $3.3B | 2.0% | $34.13 | +4.04% | 22 qtrssince 2020-Q3 | Increased 73 |
AMERICAN CENTY ETF TR | 30.9M | $2.9B | 1.8% | $82.21 | +12.14% | 11 qtrssince 2023-Q2 | Increased 73 |
ISHARES TR | 35.1M | $2.7B | 1.7% | $72.19 | +7.88% | 29 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 16.3M | $2B | 1.2% | $113.91 | +4.64% | 29 qtrssince 2018-Q4 | Increased 55 |
DIMENSIONAL ETF TRUST | 45.8M | $1.5B | 0.9% | $28.31 | +14.33% | 11 qtrssince 2023-Q2 | Increased 58 |
ISHARES TR | 9.7M | $1.4B | 0.8% | $89.54 | +55.99% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 18.6M | $1.2B | 0.8% | $65.91 | +2.25% | 25 qtrssince 2019-Q4 | Increased 73 |
JONES FINANCIAL COMPANIES LLLP manages $164B across 4419 positions as of Q4 2025. Top holdings: VUG (11.7%), AGG (8.4%), IVV (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 457 new positions, 262 exits, 2690 increased. Top move: SCZ (INCREASED, conviction 81). Portfolio: $164.0B across 4419 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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