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Jordan Park Group LLC

Q4 2025 · Filed 2026-02-10
Market Value
$1.7B
-1.5%
Holdings
69
-4
New Purchases
3
Added To
12
Closed
2
Reduced
25
Top 10 Concentration
81.8%
Turnover
7.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 26.59% 25.33% +1.26% $459M
VONE 6.73% 5.99% +0.74% $116M
BND 2.28% 1.65% +0.63% $39M
VTEB 1.70% 1.19% +0.51% $29M
EWT 2.54% 2.16% +0.39% $44M
TSM 2.29% 1.92% +0.37% $39M
IEFA 3.27% 3.05% +0.22% $56M
IWF 0.37% 0.24% +0.13% $6M
MCHI 2.51% 2.40% +0.11% $43M
SPHY 0.10% 0.00% +0.10% $2M
VEA 1.57% 1.51% +0.06% $27M
HYMB 0.98% 0.92% +0.06% $17M
HEFA 2.41% 2.36% +0.05% $42M
NU 0.83% 0.78% +0.05% $14M
HYD 0.04% 0.00% +0.04% $726K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VWO 1.66% 3.09% -1.42% $29M
GOVT 25.09% 26.27% -1.18% $433M
EWY 0.48% 1.20% -0.73% $8M
SPY 7.07% 7.66% -0.59% $122M
SPHQ 0.38% 0.71% -0.33% $7M
VGIT 2.79% 3.03% -0.24% $48M
NVDA 0.45% 0.60% -0.15% $8M
VIG 0.44% 0.54% -0.10% $8M
VOO 0.35% 0.41% -0.05% $6M
CSCO 0.00% 0.03% -0.03% $0
IWR 0.08% 0.10% -0.02% $1M
IWM 0.02% 0.04% -0.02% $407K
BIL 0.25% 0.26% -0.01% $4M
TGT 0.00% 0.01% -0.01% $0
ORCL 0.02% 0.03% -0.01% $344K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 17 $255M 14.8%
Large Cap 38 $1.3B 75.5%
Mid Cap 8 $150M 8.7%
Small Cap 6 $17M 1.0%

Portfolio Analytics

Avg Market Cap
$373.2B
Median Market Cap
$46.4B
Avg P/E
41.0
Median P/E
31.5
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
17
# ETFs / Funds
52

Top Holdings (69 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEMG 26.59% 6,826,448 $459M $67.22 $15M +34,466 +0.5%
2 GOVT 25.09% 18,808,265 $433M $23.03 -$27M -1,106,770 -5.6%
3 SPY 7.07% 178,847 $122M $681.92 -$12M -22,618 -11.2%
4 VONE 6.73% 375,997 $116M $309.04 $11M +28,583 +8.2%
5 IEFA 3.27% 631,318 $56M $89.46 $3M +18,072 +3.0%
6 VGIT 2.79% 804,601 $48M $59.93 -$5M -80,933 -9.1%
7 IWB 2.78% 128,433 $48M $373.44 -$352K -3,760 -2.8%
8 EWT 2.54% 691,194 $44M $63.53 $6M -129,777 -15.8%
9 MCHI 2.51% 722,206 $43M $60.07 $1M +157,985 +28.0%
10 HEFA 2.41% 1,006,633 $42M $41.36 $266K -37,763 -3.6%
11 TSM 2.29% 129,956 $39M $303.89 $6M -250,139 -65.8%
12 BND 2.28% 530,977 $39M $74.07 $10M +141,347 +36.3%
13 VTEB 1.70% 582,930 $29M $50.29 $8M +167,088 +40.2%
14 VWO 1.66% 534,349 $29M $53.76 -$25M -464,654 -46.5%
15 VEA 1.57% 435,116 $27M $62.47 $694K -6,940 -1.6%
16 HYMB 0.98% 680,126 $17M $24.94 $770K +30,628 +4.7%
17 NU 0.83% 854,421 $14M $16.74 $624K -1,104,421 -56.4%
18 EWY 0.48% 84,581 $8M $97.22 -$13M -248,557 -74.6%
19 NVDA 0.45% 41,679 $8M $186.50 -$3M -15,000 -26.5%
20 VIG 0.44% 34,743 $8M $219.78 -$2M -9,329 -21.2%
21 GREK 0.44% 114,011 $8M $65.91 $172K -83,385 -42.2%
22 IWV 0.41% 18,515 $7M $386.85 -$9K -411 -2.2%
23 SPHQ 0.38% 87,114 $7M $75.05 -$6M -82,996 -48.8%
24 IWF 0.37% 13,351 $6M $473.30 $2M +4,500 +50.8%
25 VOO 0.35% 9,702 $6M $627.14 -$1M -1,955 -16.8%
26 VONV 0.31% 57,054 $5M $92.30 $167K
27 BIL 0.25% 46,880 $4M $91.38 -$313K +21,684 +86.1%
28 ESGU 0.21% 24,093 $4M $148.98 -$111K -1,320 -5.2%
29 VXF 0.19% 16,014 $3M $209.12 -$4K
30 RSP 0.19% 17,200 $3M $191.56 $32K
31 EUSB 0.19% 74,646 $3M $43.91 -$746
32 JUST 0.18% 32,619 $3M $96.70 -$29K -1,312 -3.9%
33 VTI 0.18% 9,025 $3M $335.27 $64K
34 VUG 0.17% 6,000 $3M $487.86 $50K
35 DBEF 0.14% 50,382 $2M $48.11 $49K -769 -1.5%
36 AAPL 0.11% 7,000 $2M $271.86 $121K
37 SPHY 0.10% 74,144 $2M $23.67 +74,144 NEW
38 IWD 0.10% 7,799 $2M $210.34 $53K
39 META 0.09% 2,273 $2M $660.09 -$169K
40 GM 0.09% 18,171 $1M $81.32 $370K
41 IWR 0.08% 13,742 $1M $96.27 -$395K -4,048 -22.8%
42 VTWV 0.07% 8,023 $1M $159.93 $33K
43 TNET 0.07% 20,000 $1M $59.13 -$155K
44 ACWX 0.06% 16,000 $1M $67.13 $34K
45 BAC 0.06% 19,000 $1M $55.00 $65K
46 MDY 0.06% 1,664 $1M $603.28 $12K
47 AMZN 0.05% 4,000 $923K $230.82 $45K
48 SUB 0.05% 8,329 $889K $106.70 $190K +1,790 +27.4%
49 ESGE 0.05% 19,489 $861K $44.17 -$16K -716 -3.5%
50 ESGD 0.05% 9,012 $857K $95.09 -$9K -297 -3.2%
51 IWN 0.05% 4,629 $839K $181.21 -$139K -904 -16.3%
52 IVV 0.05% 1,154 $790K $684.94 $198K +269 +30.4%
53 AVUS 0.04% 6,898 $771K $111.78 $21K
54 AMAT 0.04% 2,900 $745K $256.99 $152K
55 HYD 0.04% 14,208 $726K $51.12 +14,208 NEW
56 VGLT 0.04% 11,102 $619K $55.80 -$12K
57 EFG 0.03% 5,051 $575K $113.92 $43K +376 +8.0%
58 SPMD 0.03% 8,698 $504K $57.91 +8,698 NEW
59 DGRO 0.03% 7,000 $486K $69.42 $9K
60 IWM 0.02% 1,653 $407K $246.16 -$271K -1,150 -41.0%
61 V 0.02% 1,110 $389K $350.71 $10K
62 ORCL 0.02% 1,764 $344K $194.91 -$152K
63 EMGF 0.02% 5,118 $296K $57.85 $6K
64 PANW 0.02% 1,452 $267K $184.20 -$28K
65 DHR 0.01% 1,129 $258K $228.92 $35K
66 ICF 0.01% 4,140 $247K $59.67 -$8K
67 IRM 0.01% 2,803 $233K $82.95 -$53K
68 TGT —% -$206K -2,300 -100.0% SOLD
69 CSCO —% -$527K -7,700 -100.0% SOLD

New Positions

SymbolValue% Port
SPHY $2M 0.10%
HYD $726K 0.04%
SPMD $504K 0.03%

Sold Out Positions

SymbolValue% Port
TGT —%
CSCO —%
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