Q3 2026 13F · SEC CIK 2106874

Juno Financial Group LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $286.1M
Reported positions: 72
Holdings vs S&P 500, 3 yrs: —
Assets under management: $541.9M

Juno Financial Group LLC is a wealth manager that reported 72 positions worth $286.1M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Vanguard Star Fds (VXUS, 10.2%), Vanguard Whitehall Fds (VYM, 9.1%), Vanguard Specialized Funds (VIG, 8.4%).

Juno Financial Group LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Juno Financial Group LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VXUSVanguard Star Fds	10.2%	10.2%	342,154	+1.5%	$29.1M
VYMVanguard Whitehall Fds	9.1%	9.0%	167,889	+4.1%	$26.1M
VIGVanguard Specialized Funds	8.4%	8.5%	103,123	+2.4%	$24.1M
JBNDJ P Morgan Exchange Traded F	8.3%	—	464,209	—	$23.7M
GOVTIshares Tr	7.2%	7.5%	948,230	+2.2%	$20.7M
RDVYFirst Tr Exchange Traded Fd	6.0%	6.5%	218,321	-2.9%	$17.1M
SCHGSchwab Strategic Tr	5.6%	5.3%	448,540	+1.4%	$16.1M
JPLDJ P Morgan Exchange Traded F	3.5%	3.3%	192,057	+8.0%	$9.9M
MSFTMicrosoft Corp	2.7%	2.0%	15,009	+1.6%	$7.7M
IBTGIshares Tr	2.2%	2.2%	273,498	+0.7%	$6.3M
FPEFirst Tr Exch Traded Fd III	2.2%	2.2%	363,672	+3.7%	$6.2M
PANWPalo Alto Networks Inc	2.1%	1.9%	15,095	-6.0%	$6.0M
DEDeere & Co	2.1%	2.0%	8,746	+0.4%	$5.9M
JPMJpmorgan Chase & Co	1.7%	1.7%	14,933	+0.7%	$4.9M
PGProcter & Gamble Co	1.6%	1.5%	30,728	+3.9%	$4.5M
LLYEli Lilly & Co	1.5%	1.6%	3,710	-4.4%	$4.3M
WMTWalmart Inc	1.4%	1.4%	37,252	+3.6%	$3.9M
CRWDCrowdstrike Hldgs Inc	1.3%	1.0%	14,115	+289.4%	$3.7M
GOOGLAlphabet Inc	1.2%	1.3%	10,266	+2.2%	$3.5M
XLVSelect Sector Spdr Tr	1.2%	1.1%	19,881	+0.2%	$3.3M
TLTIshares Tr	1.2%	1.3%	42,437	+1.5%	$3.3M
UBERUber Technologies Inc	1.1%	1.2%	47,965	+4.4%	$3.3M
CVXChevron Corporation	1.1%	0.9%	15,689	+2.8%	$3.2M
SCHWCharles Schwab Corp (the)	1.0%	1.0%	30,504	+2.3%	$3.0M
SCHASchwab Strategic Tr	1.0%	1.1%	88,316	+1.5%	$2.9M
SCHDSchwab Strategic Tr	0.9%	1.2%	80,987	-23.5%	$2.6M
PEPPepsico Inc	0.9%	0.9%	20,744	+5.6%	$2.6M
DHRDanaher Corp Del	0.9%	0.8%	11,416	+2.9%	$2.5M
AMZNAmazon Com Inc	0.9%	0.8%	9,778	+6.1%	$2.4M
AAPLApple Inc	0.8%	0.7%	7,292	+2.0%	$2.4M
LOWLowes Cos Inc	0.8%	1.0%	13,112	+4.3%	$2.4M
NFLXNetflix Inc.	0.8%	0.8%	33,145	+5.2%	$2.3M
SDVYFirst Tr Exchange Traded Fd	0.7%	0.8%	50,476	+1.2%	$2.0M
JMUBJ P Morgan Exchange Traded F	0.7%	0.8%	40,316	-7.4%	$1.9M
LMTLockheed Martin Corp	0.6%	0.6%	3,327	+2.2%	$1.7M
TAFIAB Active Etfs Inc	0.5%	0.5%	58,365	-3.8%	$1.4M
IVVIshares Tr	0.5%	0.5%	1,722	-0.1%	$1.3M
CATCaterpillar Inc	0.4%	0.5%	1,498	+5.3%	$1.2M
NVDANvidia Corporation	0.4%	0.3%	4,824	+25.7%	$1.1M
DDominion Energy Inc	0.4%	0.4%	17,196	+12.5%	$1.0M
PMPhilip Morris Intl Inc	0.4%	0.3%	5,279	+2.0%	$1.0M
CIBRFirst Tr Exchange-Traded Fd	0.3%	0.3%	7,994	+0.0%	$824K
VVisa Inc	0.3%	0.3%	2,176	+5.9%	$782K
CMICummins Inc	0.3%	0.3%	1,386	+3.9%	$716K
BWXTBwx Technologies Inc	0.2%	—	5,105	—	$699K
QQEWFirst Tr Exchange-Traded Fd	0.2%	0.2%	4,083	-3.3%	$664K
GOOGAlphabet Inc	0.2%	0.2%	1,729	+15.1%	$589K
MOAltria Group Inc	0.2%	0.2%	8,345	+1.8%	$562K
BINCBlackrock ETF Trust II	0.2%	0.2%	10,630	+1.1%	$540K
ETNEaton Corp PLC	0.2%	—	1,194	—	$513K

What Juno Financial Group LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+289.4% shares
NVDA Nvidia Corporation+25.7% shares
GOOG Alphabet Inc+15.1% shares
D Dominion Energy Inc+12.5% shares
JPLD J P Morgan Exchange Traded F+8.0% shares
AMZN Amazon Com Inc+6.1% shares
V Visa Inc+5.9% shares
PEP Pepsico Inc+5.6% shares

Reduced

SCHD Schwab Strategic Tr-23.5% shares
JMUB J P Morgan Exchange Traded F-7.4% shares
PANW Palo Alto Networks Inc-6.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.8% /yr; S&P 500 +12.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$286.1M	72
Q2 2026	$282.0M	73
Q1 2026	$255.1M	70
Q4 2025	$249.8M	69

Questions about Juno Financial Group LLC's portfolio

What stocks does Juno Financial Group LLC own?

Juno Financial Group LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 72 positions worth $286.1M. The largest are Vanguard Star Fds (VXUS) at 10.2%, Vanguard Whitehall Fds (VYM) at 9.1%, Vanguard Specialized Funds (VIG) at 8.4%, J P Morgan Exchange Traded F (JBND) at 8.3% and Ishares Tr (GOVT) at 7.2%.

What did Juno Financial Group LLC buy last quarter?

In Q3 2026, Juno Financial Group LLC added Crowdstrike Hldgs Inc (CRWD) (+289.4% shares), Nvidia Corporation (NVDA) (+25.7% shares) and Alphabet Inc (GOOG) (+15.1% shares), compared with its Q2 2026 filing.

What did Juno Financial Group LLC sell last quarter?

In Q3 2026, Juno Financial Group LLC cut from its top 50 Fidelity Merrimack Str Tr (FBND), cut from its top 50 Corning Inc (GLW), cut from its top 50 Cava Group Inc (CAVA), Schwab Strategic Tr (SCHD) (-23.5% shares), J P Morgan Exchange Traded F (JMUB) (-7.4% shares) and Palo Alto Networks Inc (PANW) (-6.0% shares), compared with its Q2 2026 filing.

When is Juno Financial Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Juno Financial Group LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Juno Financial Group LLC manage?

Juno Financial Group LLC reported $541.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $286.1M.