Justin Neuwirt

Jmn Financial Llc

Assets Managed

$101.757M

Holdings

189

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

1.45%(2Q avg: 0.73%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jmn Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Jmn Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.757M in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 0.73%. The portfolio is managed by Justin Neuwirt, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BSV Vanguard Short-term Bond Etf Recent Activity Increased 33.74%	5.22%	$5.31M 67,721 shares@ $78.42 avg price	Increased 33.74%
AAPL Apple Inc Recent Activity Increased 6.92%	4.45%	$4.519M 17,806 shares@ $253.8 avg price	Increased 6.92%
NVDA Nvidia Corp Recent Activity Increased 6.82%	4.01%	$4.074M 23,360 shares@ $174.42 avg price	Increased 6.82%
VOO Vanguard S&p 500 Etf Recent Activity Increased 14.31%	3.53%	$3.586M 6,000 shares@ $597.62 avg price	Increased 14.31%
MSFT Microsoft Corp Recent Activity Decreased -12.41%	2.43%	$2.463M 6,654 shares@ $370.22 avg price	Decreased -12.41%
VEA Vanguard Ftse Developed Etf Recent Activity Decreased -2.37%	2.25%	$2.287M 35,682 shares@ $64.09 avg price	Decreased -2.37%
GOOG Alphabet Inc-cl C Recent Activity Increased 3.25%	2.24%	$2.274M 7,927 shares@ $286.88 avg price	Increased 3.25%
AMZN Amazon.com Inc Recent Activity Increased 13.83%	1.79%	$1.821M 8,744 shares@ $208.28 avg price	Increased 13.83%
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 6.29%	1.59%	$1.616M 4,768 shares@ $338.91 avg price	Increased 6.29%
AVGO Broadcom Inc Recent Activity Increased 1.18%	1.55%	$1.57M 5,071 shares@ $309.55 avg price	Increased 1.18%

1-10 of 189