SEC Form 13F · Q2 2026

JMG Financial Group, Ltd.

Institutional Holdings Report

13F-HRIL
$4.1B
Portfolio Value
137
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
JMG Financial Group, Ltd.
CIK
1314404
Accession No.
0001314404-26-000004
Location
DOWNERS GROVE, IL
Form Type
13F-HR
Portfolio Value
$4.1B
Holdings Reported
137
Reporting Period
Q2 2026
Filed
July 31, 2026

About this Filing

JMG Financial Group, Ltd. is an institutional investment manager based in DOWNERS GROVE, IL reporting approximately $4.1B in 13(f) securities across 137 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.