Juno Financial Group LLC

Est. AUM

$255.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD STAR FDS	VG TL INTL STK F	$25.6M	331903	10.03%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$22.6M	496414	8.88%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$20.9M	97163	8.19%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$17.4M	117434	6.82%	SOLE
5	ISHARES TR	US TREAS BD ETF	$17.3M	755358	6.78%	SOLE
6	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$15.7M	229897	6.15%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.7M	434333	4.96%	SOLE
8	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.2M	334044	4.02%	SOLE
9	J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$8.7M	166445	3.41%	SOLE
10	ISHARES TR	IBONDS 26 TRM TS	$8.4M	364994	3.28%	SOLE
11	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.7M	323559	2.25%	SOLE
12	MICROSOFT CORP	COM	$5.2M	14019	2.03%	SOLE
13	DEERE & CO	COM	$5.0M	8943	1.98%	SOLE
14	WALMART INC	COM	$4.4M	35488	1.73%	SOLE
15	JPMORGAN CHASE & CO	COM	$4.4M	14844	1.71%	SOLE
16	PROCTER & GAMBLE CO	COM	$4.0M	27925	1.58%	SOLE
17	PALO ALTO NETWORKS INC	COM	$4.0M	24787	1.56%	SOLE
18	ELI LILLY & CO	COM	$3.5M	3828	1.38%	SOLE
19	ISHARES TR	20 YR TR BD ETF	$3.3M	37683	1.28%	SOLE
20	CHEVRON CORPORATION	COM	$3.1M	14748	1.20%	SOLE
21	UBER TECHNOLOGIES INC	COM	$3.0M	42078	1.19%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.9M	19565	1.12%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.9M	9918	1.12%	SOLE
24	NETFLIX INC.	COM	$2.8M	29362	1.11%	SOLE
25	LOWES COS INC	COM	$2.8M	11889	1.10%	SOLE
26	PEPSICO INC	COM	$2.8M	17856	1.09%	SOLE
27	SCHWAB CHARLES CORP	COM	$2.6M	27581	1.02%	SOLE
28	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	87391	1.00%	SOLE
29	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.2M	43711	0.86%	SOLE
30	DANAHER CORP DEL	COM	$2.0M	10800	0.80%	SOLE
31	LOCKHEED MARTIN CORP	COM	$2.0M	3285	0.78%	SOLE
32	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.9M	49139	0.76%	SOLE
33	AMAZON COM INC	COM	$1.9M	9054	0.74%	SOLE
34	APPLE INC	COM	$1.8M	6981	0.69%	SOLE
35	AB ACTIVE ETFS INC	TAX AWARE SHRT	$1.5M	59494	0.59%	SOLE
36	CROWDSTRIKE HLDGS INC	CL A	$1.4M	3705	0.57%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$1.1M	1720	0.44%	SOLE
38	CATERPILLAR INC	COM	$1.1M	1533	0.43%	SOLE
39	DOMINION ENERGY INC	COM	$998K	16141	0.39%	SOLE
40	PHILIP MORRIS INTL INC	COM	$843K	5097	0.33%	SOLE
41	CUMMINS INC	COM	$744K	1383	0.29%	SOLE
42	CAVA GROUP INC	COM	$740K	9143	0.29%	SOLE
43	VISA INC	COM CL A	$604K	1999	0.24%	SOLE
44	NVIDIA CORPORATION	COM	$576K	3303	0.23%	SOLE
45	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$565K	10877	0.22%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$552K	4346	0.22%	SOLE
47	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$542K	8642	0.21%	SOLE
48	ALTRIA GROUP INC	COM	$531K	8053	0.21%	SOLE
49	ISHARES TR	US AER DEF ETF	$419K	1916	0.16%	SOLE
50	FULTON FINL CORP PA	COM	$416K	20463	0.16%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.