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JMG Financial Group, LTD.
JMG Financial Group, Ltd. is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG specializes in providing comprehensive and customized wealth management services to high net worth individuals and families across the United States. The firm employs a team of highly credentialed advisors and support staff—totaling approximately 64 to 96 employees, depending on source and reporting year. JMG is an SEC-registered investment adviser and has received recognition for outstanding business management and client service. Their clients include primarily high net worth individuals, along with select pension and profit sharing plans.
Investment Strategy
JMG Financial Group's investment strategy centers on comprehensive, client-specific wealth management, integrating financial planning and portfolio management for high net worth individuals and families. As a private, independent, and fee-only adviser, JMG provides unbiased advice and custom tailored investment solutions, utilizing diversified portfolios with significant allocations to index and ETF products. Their approach emphasizes disciplined, long-term asset management aligned with clients’ life goals, managing risk and tax efficiency based on each client’s profile. The firm does not accept compensation from product providers, underscoring its commitment to independent, client-first fiduciary standards.
Latest 13F Filing Activity
JMG Financial Group, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 123 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard S&P 500 Etf, Vanguard Msci Eafe Etf, Schwab Us Large Cap Etf among other positions. JMG Financial Group, LTD. reduced exposure to Dimensional Us Small Cap Value, Vanguard Reit Vipers, Ishares Russell 3000 Index among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 23.40% | $771.8M | 1,358,788 | $289.18 | $568.03 | +$56.4M |
V VO | Vanguard Mid Cap Vipers | 11.25% | $371.0M | 1,325,765 | $168.85 | $279.83 | +$23.1M |
V VEA | Vanguard MSCI EAFE ETF | 10.86% | $358.1M | 6,281,277 | $39.76 | $57.01 | +$44.3M |
S SCHX | Schwab US Large Cap ETF | 6.73% | $221.9M | 9,081,052 | $15.38 | $24.44 | +$42.2M |
S SPY | SPDR S&P 500 ETF Trust | 4.99% | $164.7M | 266,609 | $227.37 | $617.85 | +$22.6M |
Industry Allocation
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