Filing analysis
Jones Financial Companies Lllp
13F-HR · period Q1 2026 · filed May 15, 2026
$208.07BReported 13F value
5,771Positions
2Other managers included
+547New
3211Increased
463Reduced
−238Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| SUNB Sunbelt Rentals Holdings Inc | $23.14M | 0.0% |
| ALH Alliance Laundry Holdings Inc. | $8.20M | 0.0% |
| CRUX Columbia Core Bond ETF | $7.11M | 0.0% |
| DFIC Dimensional - International… | $3.28M | 0.0% |
| BSCZ | $2.66M | 0.0% |
| PNFP Pinnacle Financial Partners… | $2.54M | 0.0% |
| FTWO | $2.50M | 0.0% |
| LGN Legence Corp. Class A Common… | $2.09M | 0.0% |
| CDNL | $1.09M | 0.0% |
| VSNT Versant Media Group, Inc.… | $975,936 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| SPYM State Street SPDR Portfolio… | ▲ Add | +92.2% | $8.26B |
| VUG Vanguard Morningstar Growth… | ▼ Trim | -0.4% | $16.57B |
| AAPL Apple Inc. | ▲ Add | +193.2% | $2.10B |
| IWR iShares Russell Mid-Cap ETF | ▲ Add | +17.8% | $8.87B |
| VO Vanguard Morningstar Mid-Cap… | ▲ Add | +22.3% | $7.43B |
| NVDA NVIDIA Corporation | ▲ Add | +166.2% | $2.02B |
| SCZ iShares MSCI EAFE Small-Cap… | ▲ Add | +40.9% | $3.76B |
| MSFT Microsoft Corporation | ▲ Add | +202.6% | $1.81B |
| AMZN Amazon.com, Inc. | ▲ Add | +155.6% | $1.70B |
| VOO Vanguard S&P 500 ETF | ▲ Add | +18.4% | $9.97B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.