SEC Form 13F

JFG Wealth Management, LLC 13F Holdings

Report period2025-09-30
Publicly available2025-11-01
Reported value$510,587,662
Positions67

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVVLARGE CAP ETF$236,042,111766,719
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$63,570,0961,060,916
PIMCO ETF TRMINTENHAN SHRT MA AC$62,061,815616,365
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$31,866,563588,161
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$17,231,178378,624
VANGUARD INDEX FDSVBSMALL CP ETF$13,417,08452,765
NVIDIA CORPORATIONNVDACOM$8,706,69846,665
SPDR S&P 500 ETF TRSPYTR UNIT$7,526,01611,297
VANGUARD INDEX FDSVNQREAL ESTATE ETF$5,550,01760,709
VANGUARD INDEX FDSVTITOTAL STK MKT$5,141,76815,668

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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