Juno Financial Group LLC — 13F Holdings & Portfolio

CIK 2106874 · latest 13F-HR filed 2026-08-04

Juno Financial Group LLC manages $282.0M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VXUS (10.22%), VYM (9.04%), FBND (8.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 47, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1802 BAYBERRY COURT
SUITE 203
RICHMOND, VA 23226
Phone
(804) 500-6464
Filing Manager
Juno Financial Group LLC
RICHMOND, VA
Signatory
JAMES MICHAEL GIFT JR.
MANAGING PARTNER
Loading holdings…
AUM

$282.0M

Long-equity book

Holdings

73

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+4 / −1 / ↑47 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD WHITEHALL FDS$8.1M +46.6%
  • ISHARES TR$3.8M +22.1%
  • VANGUARD STAR FDS$3.2M +12.6%
  • VANGUARD SPECIALIZED FUNDS$2.9M +14.1%
  • FIRST TR EXCHANGE TRADED FD$2.5M +16.1%
Show all 47 →

Top Trims

  • SCHWAB STRATEGIC TR-$6.9M -67.2%
  • ISHARES TR-$2.1M -25.7%
  • NETFLIX INC.-$572.6K -20.3%
  • CHEVRON CORPORATION-$522.1K -17.1%
  • WALMART INC-$337.9K -7.7%
Show all 8 →

New Positions

  • BROADCOM INC$276.2K
  • ADVANCED MICRO DEVICES INC$226.0K
  • JOHNSON & JOHNSON$209.6K
  • GE VERNOVA INC$202.4K
Show all 4 →

Exited Positions

  • DISNEY WALT CO$211.1K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD STAR FDS VXUS 921909768 $28.8M 10.22% 337,147 SH
2 VANGUARD WHITEHALL FDS VYM 921946406 $25.5M 9.04% 161,288 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $24.3M 8.61% 533,746 SH
4 VANGUARD SPECIALIZED FUNDS VIG 921908844 $23.8M 8.45% 100,746 SH
5 ISHARES TR GOVT 46429B267 $21.1M 7.49% 927,750 SH
6 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $18.2M 6.46% 224,835 SH
7 SCHWAB STRATEGIC TR SCHG 808524300 $15.0M 5.31% 442,141 SH
8 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $9.3M 3.29% 177,780 SH
9 FIRST TR EXCH TRADED FD III FPE 33739E108 $6.3M 2.22% 350,656 SH
10 ISHARES TR IBTG 46436E858 $6.2M 2.21% 271,652 SH
11 DEERE & CO DE 244199105 $5.5M 1.96% 8,712 SH
12 MICROSOFT CORP MSFT 594918104 $5.5M 1.95% 14,775 SH
13 PALO ALTO NETWORKS INC PANW 697435105 $5.5M 1.94% 16,060 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $4.9M 1.72% 14,834 SH
15 ELI LILLY & CO LLY 532457108 $4.7M 1.65% 3,880 SH
16 PROCTER & GAMBLE CO PG 742718109 $4.3M 1.54% 29,565 SH
17 WALMART INC WMT 931142103 $4.1M 1.44% 35,958 SH
18 ISHARES TR TLT 464287432 $3.6M 1.28% 41,811 SH
19 ALPHABET INC GOOGL 02079K305 $3.6M 1.27% 10,046 SH
20 SCHWAB STRATEGIC TR SCHD 808524797 $3.4M 1.19% 105,877 SH
21 UBER TECHNOLOGIES INC UBER 90353T100 $3.3M 1.18% 45,947 SH
22 SELECT SECTOR SPDR TR XLV 81369Y209 $3.1M 1.12% 19,848 SH
23 SCHWAB STRATEGIC TR SCHA 808524607 $3.1M 1.11% 87,019 SH
24 LOWES COS INC LOW 548661107 $2.8M 0.98% 12,566 SH
25 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.8M 0.98% 3,625 SH
26 SCHWAB CHARLES CORP SCHW 808513105 $2.8M 0.98% 29,809 SH
27 PEPSICO INC PEP 713448108 $2.7M 0.94% 19,653 SH
28 CHEVRON CORPORATION CVX 166764100 $2.5M 0.90% 15,258 SH
29 NETFLIX INC. NFLX 64110L106 $2.3M 0.80% 31,520 SH
30 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.2M 0.78% 43,515 SH
31 AMAZON COM INC AMZN 023135106 $2.2M 0.78% 9,215 SH
32 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $2.2M 0.76% 49,855 SH
33 DANAHER CORP DEL DHR 235851102 $2.1M 0.75% 11,099 SH
34 APPLE INC AAPL 037833100 $2.1M 0.73% 7,146 SH
35 LOCKHEED MARTIN CORP LMT 539830109 $1.7M 0.59% 3,256 SH
36 AB ACTIVE ETFS INC TAFI 00039J202 $1.5M 0.54% 60,639 SH
37 CATERPILLAR INC CAT 149123101 $1.5M 0.54% 1,423 SH
38 ISHARES TR IVV 464287200 $1.3M 0.46% 1,724 SH
39 DOMINION ENERGY INC D 25746U109 $1.0M 0.37% 15,288 SH
40 CUMMINS INC CMI 231021106 $951.5K 0.34% 1,334 SH
41 PHILIP MORRIS INTL INC PM 718172109 $935.9K 0.33% 5,173 SH
42 NVIDIA CORPORATION NVDA 67066G104 $768.0K 0.27% 3,838 SH
43 CORNING INC GLW 219350105 $734.2K 0.26% 2,875 SH
44 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $718.2K 0.25% 7,994 SH
45 CAVA GROUP INC CAVA 148929102 $717.5K 0.25% 9,143 SH
46 VISA INC V 92826C839 $705.1K 0.25% 2,055 SH
47 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $673.8K 0.24% 4,222 SH
48 ALTRIA GROUP INC MO 02209S103 $589.6K 0.21% 8,195 SH
49 BLACKROCK ETF TRUST II BINC 092528603 $550.5K 0.20% 10,518 SH
50 ALPHABET INC GOOG 02079K107 $530.6K 0.19% 1,502 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $282.0M 73 0001398344-26-013468
2026-03-31 2026-05-06 $255.1M 70 0001398344-26-008547
2025-12-31 2026-01-28 $249.8M 69 0001398344-26-001468