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Jordan Park Group LLC

Q3 2025 · Filed 2025-11-03
Market Value
$1.8B
+13.7%
Holdings
73
+3
New Purchases
4
Added To
15
Closed
7
Reduced
17
Top 10 Concentration
81.9%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VONE 5.99% 1.57% +4.42% $105M
VWO 3.09% 1.64% +1.45% $54M
BND 1.65% 0.24% +1.42% $29M
EWY 1.20% 0.69% +0.52% $21M
HEFA 2.36% 1.94% +0.42% $41M
HYMB 0.92% 0.58% +0.34% $16M
MCHI 2.40% 2.13% +0.27% $42M
IEFA 3.05% 2.81% +0.24% $54M
JUST 0.18% 0.00% +0.18% $3M
TSM 1.92% 1.77% +0.15% $34M
IVV 0.03% 0.00% +0.03% $592K
EFG 0.03% 0.00% +0.03% $532K
NVDA 0.60% 0.58% +0.02% $11M
NU 0.78% 0.76% +0.02% $14M
EWT 2.16% 2.14% +0.02% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOVT 26.27% 31.29% -5.02% $460M
VGIT 3.03% 3.88% -0.85% $53M
SPY 7.66% 8.48% -0.82% $134M
IEMG 25.33% 25.99% -0.66% $444M
IWB 2.76% 3.42% -0.66% $48M
VTEB 1.19% 1.53% -0.34% $21M
VEA 1.51% 1.74% -0.23% $26M
VOO 0.41% 0.62% -0.21% $7M
BIL 0.26% 0.39% -0.13% $5M
AGG 0.00% 0.08% -0.08% $0
SPHQ 0.71% 0.79% -0.08% $12M
VIG 0.54% 0.59% -0.04% $10M
VIS 0.00% 0.04% -0.04% $0
SPMD 0.00% 0.03% -0.03% $0
VO 0.00% 0.03% -0.03% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $255M 14.5%
Large Cap 41 $1.3B 76.5%
Mid Cap 8 $141M 8.0%
Small Cap 6 $17M 1.0%

Portfolio Analytics

Avg Market Cap
$359.2B
Median Market Cap
$46.5B
Avg P/E
39.5
Median P/E
30.9
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
18
# ETFs / Funds
55

Top Holdings (73 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOVT 26.27% 19,915,035 $460M $23.12 -$22M -1,072,673 -5.1%
2 IEMG 25.33% 6,791,982 $444M $65.37 $43M +118,847 +1.8%
3 SPY 7.66% 201,465 $134M $666.18 $3M -10,101 -4.8%
4 VONE 5.99% 347,414 $105M $302.35 $81M +261,091 +302.5%
5 VWO 3.09% 999,003 $54M $54.18 $29M +488,474 +95.7%
6 IEFA 3.05% 613,246 $54M $87.31 $10M +94,340 +18.2%
7 VGIT 3.03% 885,534 $53M $60.03 -$7M -115,239 -11.5%
8 IWB 2.76% 132,193 $48M $365.48 -$4M -22,937 -14.8%
9 MCHI 2.40% 564,221 $42M $74.69 $9M -32,724 -5.5%
10 HEFA 2.36% 1,044,396 $41M $39.61 $11M +255,233 +32.3%
11 EWT 2.16% 820,971 $38M $46.05 $5M +246,946 +43.0%
12 TSM 1.92% 380,095 $34M $88.59 $6M +259,526 +215.2%
13 BND 1.65% 389,630 $29M $74.37 $25M +339,847 +682.7%
14 VEA 1.51% 442,056 $26M $59.92 -$353K -28,750 -6.1%
15 EWY 1.20% 333,138 $21M $63.28 $10M +185,703 +126.0%
16 VTEB 1.19% 415,842 $21M $50.07 -$3M -64,597 -13.4%
17 HYMB 0.92% 649,498 $16M $24.93 $7M +287,089 +79.2%
18 NU 0.78% 1,958,842 $14M $6.98 $2M +1,104,421 +129.3%
19 SPHQ 0.71% 170,110 $12M $73.29 $335K -140 -0.1%
20 NVDA 0.60% 56,679 $11M $186.58 $2M
21 VIG 0.54% 44,072 $10M $215.79 $470K -97 -0.2%
22 GREK 0.42% 197,396 $7M $37.20 $725K +83,385 +73.1%
23 IWV 0.41% 18,926 $7M $378.94 $539K +28 +0.1%
24 VOO 0.41% 11,657 $7M $612.39 -$2M -5,200 -30.9%
25 VONV 0.29% 57,054 $5M $89.37 $237K
26 BIL 0.26% 25,196 $5M $182.45 -$1M -40,051 -61.4%
27 IWF 0.24% 8,851 $4M $468.41 $388K
28 ESGU 0.21% 25,413 $4M $145.60 $260K -16 -0.1%
29 VXF 0.19% 16,014 $3M $209.34 $266K
30 EUSB 0.19% 74,646 $3M $43.92 $523K +11,375 +18.0%
31 RSP 0.19% 17,200 $3M $189.70 $137K
32 JUST 0.18% 33,931 $3M $93.80 +33,931 NEW
33 VTI 0.17% 9,025 $3M $328.17 $167K -169 -1.8%
34 VUG 0.16% 6,000 $3M $479.61 $247K
35 DBEF 0.14% 51,151 $2M $46.42 $101K -804 -1.6%
36 AAPL 0.10% 7,000 $2M $254.63 $346K
37 IWR 0.10% 17,790 $2M $96.55 -$62K -1,563 -8.1%
38 META 0.10% 2,273 $2M $734.38 -$8K
39 IWD 0.09% 7,799 $2M $203.59 $73K
40 TNET 0.08% 20,000 $1M $66.89 -$125K
41 VTWV 0.07% 8,023 $1M $155.87 $135K
42 GM 0.06% 18,171 $1M $60.97 $214K
43 ACWX 0.06% 16,000 $1M $65.01 $65K
44 MDY 0.06% 1,664 $992K $596.03 $49K
45 BAC 0.06% 19,000 $980K $51.59 $81K
46 IWN 0.06% 5,533 $978K $176.81 $105K
47 AMZN 0.05% 4,000 $878K $219.57 $720
48 ESGE 0.05% 20,205 $877K $43.42 $99K +333 +1.7%
49 ESGD 0.05% 9,309 $866K $92.98 $35K
50 AVUS 0.04% 6,898 $750K $108.70 $54K
51 SUB 0.04% 6,539 $698K $106.78 -$267K -2,541 -28.0%
52 IWM 0.04% 2,803 $678K $241.96 $73K
53 VGLT 0.04% 11,102 $631K $56.86 $8K
54 AMAT 0.03% 2,900 $594K $204.74 $63K
55 IVV 0.03% 885 $592K $669.30 +885 NEW
56 EFG 0.03% 4,675 $532K $113.88 +4,675 NEW
57 CSCO 0.03% 7,700 $527K $68.42 -$7K
58 ORCL 0.03% 1,764 $496K $281.24 $110K
59 DGRO 0.03% 7,000 $477K $68.08 -$131K -2,500 -26.3%
60 V 0.02% 1,110 $379K $341.38 -$15K
61 PANW 0.02% 1,452 $296K $203.62 -$1K
62 EMGF 0.02% 5,118 $290K $56.58 +5,118 NEW
63 IRM 0.02% 2,803 $286K $101.94 -$2K
64 ICF 0.01% 4,140 $255K $61.62 $2K
65 DHR 0.01% 1,129 $224K $198.26 $813
66 TGT 0.01% 2,300 $206K $89.70 -$21K
67 VIS —% -$623K -2,225 -100.0% SOLD
68 AGG —% -$1M -12,173 -100.0% SOLD
69 IGM —% -$253K -2,250 -100.0% SOLD
70 VO —% -$439K -1,570 -100.0% SOLD
71 ADBE —% -$200K -517 -100.0% SOLD
72 SPMD —% -$473K -8,702 -100.0% SOLD
73 VHT —% -$428K -1,725 -100.0% SOLD

New Positions

SymbolValue% Port
JUST $3M 0.18%
IVV $592K 0.03%
EFG $532K 0.03%
EMGF $290K 0.02%

Sold Out Positions

SymbolValue% Port
ADBE —%
AGG —%
IGM —%
VO —%
SPMD —%
VIS —%
VHT —%
View SEC EDGAR Filings for Jordan Park Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms