JNBA Financial Advisors
CIK 1569118
13F filing for Q2 2026・No. 2,157
- Holdings
- US$1.32B
- Quarter change
- +US$120.16M
- Entries
- 830
- Net bought (estimate)
- −US$13.97M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 94
- Sold out 84
- Cut 156
- Added 158
- Corporate actions 4
- Unchanged 421
Largest holdings
829 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 232,149 | US$173.85M | 13.16% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 2,430,445 | US$122.47M | 9.27% |
| ISHARES TR0-3 MTH TREASURY | Added | 924,007 | US$93.02M | 7.04% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 769,910 | US$68.68M | 5.20% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 794,124 | US$61.23M | 4.64% |
| SPDR SERIES TRUSTST STR P400MID | Cut | 815,885 | US$55.12M | 4.17% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 581,566 | US$50.1M | 3.79% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 796,899 | US$41.26M | 3.12% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 535,325 | US$38.14M | 2.89% |
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Cut | 338,932 | US$35.24M | 2.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.