Juno Financial Group LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 72 separate companies.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant shares. The top holding by number of shares is the First Trust Exchange-Traded Fund Rising Dividend Achievers, with 21,832,165 shares. This is followed by the Schwab Strategic Trust US Large Cap Growth ETF, which holds 448,540 shares. Other major ETF positions include the Schwab Strategic Trust US Small Cap ETF (88,316 shares) and the Vanguard Specialized Funds Dividend Appreciation ETF (103,123 shares).
Among individual equities, Microsoft Corporation is the largest holding with 15,009 shares. Other notable individual stock positions include Walmart Inc. with 37,252 shares, JPMorgan Chase & Co. with 14,933 shares, and UBER Technologies Inc. with 47,965 shares.
The filing lists James Michael Gift Jr. as the managing partner of Juno Financial Group LLC, located in Richmond, Virginia. The report indicates that the firm holds these positions in a sole capacity.
