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JONES FINANCIAL COMPANIES LLLP

JONES FINANCIAL COMPANIES LLLP is an Investment Adviser institutional filer with the SEC under CIK 815917, reporting 4,961 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Sector: Security Brokers, Dealers & Flotation Companies
  • State of incorporation: MO
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in JONES FINANCIAL COMPANIES LLLP's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VUG)
  2. SPDR SERIES TRUST (SPYM)
  3. ISHARES CORE S&P 500 ETF (IVV)
  4. VANGUARD INDEX FDS (VOO)
  5. ISHARES CORE US AGGREGATE BOND (AGG)
  6. ISHARES RUSSELL MIDCAP (IWR)
  7. ISHARES TR (IEFA)
  8. VANGUARD INDEX FDS (VTV)
  9. VANGUARD INDEX FDS (VO)
  10. VANGUARD INDEX FDS (VV)
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