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Aaron Albritton

Jones Financial Companies Lllp

Assets Managed
$208.075B
Holdings
4724
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
26.86%(2Q avg: 19.3%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Jones Financial Companies Lllp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4724 positions.

Assets under management

The assets under management (AUM) of Jones Financial Companies Lllp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 208.075B in assets, with a quarterly growth rate of 26.86% and a 2-quarter average growth rate of 19.3%. The portfolio is managed by Aaron Albritton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.38%
7.97%
$16.571B
39.229M shares@ $422.44 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -4.6%
6.27%
$13.026B
132.175M shares@ $98.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.14%
5.8%
$12.055B
18.925M shares@ $637.02 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 18.41%
4.8%
$9.97B
17.096M shares@ $583.21 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -7.14%
4.77%
$9.924B
51.321M shares@ $193.37 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.79%
4.57%
$9.495B
108.463M shares@ $87.55 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 17.8%
4.27%
$8.873B
92.964M shares@ $95.45 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 92.25%
3.98%
$8.261B
110.682M shares@ $74.65 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 22.26%
3.58%
$7.431B
26.272M shares@ $282.86 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 4.63%
2.62%
$5.438B
18.664M shares@ $291.35 avg price

1-10 of 4724