AiSiWhale

AI & tech investing

JONES FINANCIAL COMPANIES LLLP

CIK 815917

13F filing for Q2 2026・No. 57

Holdings
US$249.84B
Quarter change
+US$41.76B
Entries
5,993
Net bought (estimate)
—

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.

No filing the quarter before to compare with.

Largest holdings

4,961 stocks worth US$249.84B, options and bonds left out.

StockThis quarterValueWeight
VUGVANGUARD INDEX TRETF—US$18.14B7.26%
SPDR SER TRETF—US$14.56B5.83%
IVVISHARES CORE S&P 500 ETFETF—US$14.17B5.67%
VOOVanguard S&P 500 ETFETF—US$12.43B4.98%
ISHARES CORE US AGGREGATE BONDETF—US$10.94B4.38%
ISHARES RUSSELL MIDCAPETF—US$10.92B4.37%
ISHARES TRUST CORE MSCI EAFEETF—US$10.84B4.34%
VANGUARD INDEX TRETF—US$9.74B3.90%
VANGUARD MID CAP ETFETF—US$8.86B3.55%
VANGUARD INDEX TRUSTETF—US$6.47B2.59%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.