Institutions / Jones Financial Companies Lllp

Jones Financial Companies Lllp

CIK 815917 · Institution · as of Dec 31, 2025

Portfolio value

$164.02B

Positions

4,419

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 4,419 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Tr	—	$19.21B	39,381,983	11.7%
iShares Tr	—	$13.84B	138,558,797	8.4%
iShares Tr	—	$12.57B	18,349,288	7.7%
Vanguard Index Tr	—	$10.56B	55,273,064	6.4%
Vanguard S&P 500 ETF	—	$9.05B	14,438,145	5.5%
iShares Trust Core MSCI Eafe	—	$9.00B	100,633,222	5.5%
iShares Tr	—	$7.60B	78,920,855	4.6%
Vanguard Mid Cap ETF	—	$6.24B	21,489,205	3.8%
Vanguard Index Trust	—	$5.62B	17,839,205	3.4%
SPDR Ser Tr	—	$4.62B	57,574,162	2.8%
iShares Tr	—	$4.32B	11,577,955	2.6%
iShares Tr	—	$3.56B	76,564,104	2.2%
Vanguard Tax-Managed Fds	—	$3.31B	52,908,486	2.0%
iShares Tr	—	$3.29B	88,011,098	2.0%
American Centy ETF Tr	—	$2.91B	30,941,102	1.8%
iShares Tr	—	$2.72B	35,085,170	1.7%
iShares Tr	—	$1.95B	16,260,705	1.2%
Dimensional ETF Trust	—	$1.51B	45,756,884	0.9%
iShares Tr	—	$1.37B	9,708,345	0.8%
iShares Inc	—	$1.25B	18,568,675	0.8%
iShares Tr	—	$899.51M	5,355,686	0.5%
Alphabet Inc.	—	$883.19M	2,821,584	0.5%
NVIDIA Corp	—	$841.97M	4,514,530	0.5%
Microsoft Corp	—	$811.41M	1,677,698	0.5%
Apple Inc.	—	$781.06M	2,873,037	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.