Juno Financial Group LLC
•CIK: 2106874•Filing: Q4 2025
Juno Financial Group LLC manages $250M across a diversified portfolio of 69 positions. The strategy exhibits a notable tilt toward international and dividend-focused equities, evidenced by top holdings including VXUS at $24.6M and VIG at $20.8M. Significant allocations are also maintained in fixed income via FBND ($18.7M) and GOVT ($16.8M), alongside core dividend plays like VYM ($16.5M) and RDVY ($16.1M). This structure suggests a disciplined, income-oriented approach balancing global diversification with established dividend growth sectors.
Total AUM
$249.8M
QoQ Performance
N/A
Positions
54
Top 10 Concentration
62.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VXUS
VIG
FBND
GOVT
VYM
RDVY
SCHG
VXUS9.8%
VIG8.3%
FBND7.5%
GOVT6.7%
VYM6.6%
RDVY6.4%
SCHG5.4%
IBTG4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other77.6%
Technology5.2%
Consumer5.0%
Financial3.3%
Industrial3.0%
Healthcare2.6%
Consumer Staples1.1%
Communication1.1%