Juno Financial Group LLC

RICHMOND, VA · CIK 2106874 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2025 · limited liability company

Assets managed$541.9m
Staff8 · 5 in investment roles
Main clients (by assets)Pension plans 43%, High net worth individuals 41%, Individuals 16%
Websitejunofinancialgroup.com
Form ADV · 2026-02-12SEC adviser record

Kindinstitutions
Others nearbyRichmond, VA

$282.0m reported value +10.6% vs Q1 2026

73positions

63.3%in top 10

4 new 45 added 20 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	337,147	$28.8m10.22%	10.22%	Added +5.2k	+5,244 1.6%
2	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	161,288	$25.5m9.04%	9.04%	Added +43.9k	+43,854 37.3%
3	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	533,746	$24.3m8.61%	8.61%	Added +37.3k	+37,332 7.5%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	100,746	$23.8m8.45%	8.45%	Added +3.6k	+3,583 3.7%
5	ISHARES TR US TREAS BD ETF GOVT	GOVT	927,750	$21.1m7.49%	7.49%	Added +172.4k	+172,392 22.8%
6	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	224,835	$18.2m6.46%	6.46%	Reduced -5.1k	-5,062 -2.2%
7	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	442,141	$15.0m5.31%	5.31%	Added +7.8k	+7,808 1.8%
8	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	177,780	$9.3m3.29%	3.29%	Added +11.3k	+11,335 6.8%
9	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	350,656	$6.3m2.22%	2.22%	Added +27.1k	+27,097 8.4%
10	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	271,652	$6.2m2.21%	2.21%	Reduced -93.3k	-93,342 -25.6%
11	DEERE & CO COM DE	DE	8,712	$5.5m1.96%	1.96%	Reduced -231	-231 -2.6%
12	MICROSOFT CORP COM MSFT	MSFT	14,775	$5.5m1.95%	1.95%	Added +756	+756 5.4%
13	PALO ALTO NETWORKS INC COM PANW	PANW	16,060	$5.5m1.94%	1.94%	Reduced -8.7k	-8,727 -35.2%
14	JPMORGAN CHASE & CO COM JPM	JPM	14,834	$4.9m1.72%	1.72%	Reduced -10	-10 -0.1%
15	ELI LILLY & CO COM LLY	LLY	3,880	$4.7m1.65%	1.65%	Added +52	+52 1.4%
16	PROCTER AND GAMBLE CO COM PG	PG	29,565	$4.3m1.54%	1.54%	Added +1.6k	+1,640 5.9%
17	WALMART INC COM WMT	WMT	35,958	$4.1m1.44%	1.44%	Added +470	+470 1.3%
18	ISHARES TR 20 YR TR BD ETF TLT	TLT	41,811	$3.6m1.28%	1.28%	Added +4.1k	+4,128 10.9%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,046	$3.6m1.27%	1.27%	Added +128	+128 1.3%
20	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	105,877	$3.4m1.19%	1.19%	Reduced -228.2k	-228,167 -68.3%
21	UBER TECHNOLOGIES INC COM UBER	UBER	45,947	$3.3m1.18%	1.18%	Added +3.9k	+3,869 9.2%
22	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	19,848	$3.1m1.12%	1.12%	Added +283	+283 1.4%
23	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	87,019	$3.1m1.11%	1.11%	Reduced -372	-372 -0.4%
24	LOWES COS INC COM LOW	LOW	12,566	$2.8m0.98%	0.98%	Added +677	+677 5.7%
25	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,625	$2.8m0.98%	0.98%	Reduced -80	-80 -2.2%
26	SCHWAB CHARLES CORP COM SCHW	SCHW	29,809	$2.8m0.98%	0.98%	Added +2.2k	+2,228 8.1%
27	PEPSICO INC COM PEP	PEP	19,653	$2.7m0.94%	0.94%	Added +1.8k	+1,797 10.1%
28	CHEVRON CORP NEW COM CVX	CVX	15,258	$2.5m0.90%	0.90%	Added +510	+510 3.5%
29	NETFLIX INC COM NFLX	NFLX	31,520	$2.3m0.80%	0.80%	Added +2.2k	+2,158 7.3%
30	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	43,515	$2.2m0.78%	0.78%	Reduced -196	-196 -0.5%
31	AMAZON COM INC COM AMZN	AMZN	9,215	$2.2m0.78%	0.78%	Added +161	+161 1.8%
32	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	49,855	$2.2m0.76%	0.76%	Added +716	+716 1.5%
33	DANAHER CORPORATION COM DHR	DHR	11,099	$2.1m0.75%	0.75%	Added +299	+299 2.8%
34	APPLE INC COM AAPL	AAPL	7,146	$2.1m0.73%	0.73%	Added +165	+165 2.4%
35	LOCKHEED MARTIN CORP COM LMT	LMT	3,256	$1.7m0.59%	0.59%	Reduced -29	-29 -0.9%
36	AB ACTIVE ETFS INC TAX AWARE SHRT TAFI	TAFI	60,639	$1.5m0.54%	0.54%	Added +1.1k	+1,145 1.9%
37	CATERPILLAR INC COM CAT	CAT	1,423	$1.5m0.54%	0.54%	Reduced -110	-110 -7.2%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	1,724	$1.3m0.46%	0.46%	Added +4	+4 0.2%
39	DOMINION ENERGY INC COM D	D	15,288	$1.0m0.37%	0.37%	Reduced -853	-853 -5.3%
40	CUMMINS INC COM CMI	CMI	1,334	$951.5k0.34%	0.34%	Reduced -49	-49 -3.5%
41	PHILIP MORRIS INTL INC COM PM	PM	5,173	$935.9k0.33%	0.33%	Added +76	+76 1.5%
42	NVIDIA CORPORATION COM NVDA	NVDA	3,838	$768.0k0.27%	0.27%	Added +535	+535 16.2%
43	CORNING INC COM GLW	GLW	2,875	$734.2k0.26%	0.26%	Added +26	+26 0.9%
44	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	7,994	$718.2k0.25%	0.25%	Reduced -648	-648 -7.5%
45	CAVA GROUP INC COM CAVA	CAVA	9,143	$717.5k0.25%	0.25%	Unchanged
46	VISA INC COM CL A V	V	2,055	$705.1k0.25%	0.25%	Added +56	+56 2.8%
47	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	4,222	$673.8k0.24%	0.24%	Reduced -124	-124 -2.9%
48	ALTRIA GROUP INC COM MO	MO	8,195	$589.6k0.21%	0.21%	Added +142	+142 1.8%
49	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	10,518	$550.5k0.20%	0.20%	Reduced -359	-359 -3.3%
50	ALPHABET INC CAP STK CL C GOOG	GOOG	1,502	$530.6k0.19%	0.19%	Added +104	+104 7.4%
51	FULTON FINL CORP PA COM FULT	FULT	20,570	$497.6k0.18%	0.18%	Added +107	+107 0.5%
52	EATON CORP PLC SHS ETN	ETN	1,164	$496.0k0.18%	0.18%	Added +7	+7 0.6%
53	GE AEROSPACE COM NEW GE	GE	1,320	$493.2k0.17%	0.17%	Added +31	+31 2.4%
54	ISHARES TR US AER DEF ETF ITA	ITA	1,917	$464.7k0.16%	0.16%	Added +1	+1 0.1%
55	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	654	$449.4k0.16%	0.16%	Reduced -11	-11 -1.6%
56	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	8,501	$385.4k0.14%	0.14%	Added +45	+45 0.5%
57	BOEING CO COM BA	BA	1,770	$383.2k0.14%	0.14%	Added +16	+16 0.9%
58	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,535	$378.0k0.13%	0.13%	Added +3	+3 0.2%
59	ISHARES TR 1 3 YR TREAS BD SHY	SHY	4,341	$356.5k0.13%	0.13%	Added +38	+38 0.9%
60	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,672	$355.8k0.13%	0.13%	Reduced -88	-88 -5.0%
61	UNION PAC CORP COM UNP	UNP	1,119	$304.4k0.11%	0.11%	Reduced -33	-33 -2.9%
62	ISHARES TR ISHARES BIOTECH IBB	IBB	1,537	$292.3k0.10%	0.10%	Unchanged
63	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,320	$277.3k0.10%	0.10%	Unchanged
64	BROADCOM INC COM AVGO	AVGO	731	$276.2k0.10%	0.10%	New
65	ENTERGY CORP NEW COM ETR	ETR	2,337	$268.4k0.10%	0.10%	Added +14	+14 0.6%
66	ISHARES TR IBONDS DEC 26 IBMO	IBMO	10,238	$262.5k0.09%	0.09%	Added +60	+60 0.6%
67	ISHARES TR IBONDS DEC 27 IBMP	IBMP	10,250	$260.6k0.09%	0.09%	Added +63	+63 0.6%
68	SPDR GOLD TR GOLD SHS GLD	GLD	656	$241.7k0.09%	0.09%	Unchanged
69	ADVANCED MICRO DEVICES INC COM AMD	AMD	389	$226.0k0.08%	0.08%	New
70	EXXON MOBIL CORP COM XOM	XOM	1,580	$216.0k0.08%	0.08%	Reduced -140	-140 -8.1%
71	JOHNSON & JOHNSON COM JNJ	JNJ	825	$209.6k0.07%	0.07%	New
72	SOUTHERN CO COM SO	SO	2,169	$207.6k0.07%	0.07%	Added +33	+33 1.5%
73	GE VERNOVA INC COM GEV	GEV	172	$202.4k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DISNEY WALT CO DIS	DIS	2,191	$211.1k2.2k shares