JBGlobal.com LLC — 13F Holdings & Portfolio
CIK 2051348 · latest 13F-HR filed 2026-04-07
JBGlobal.com LLC manages $101.5M in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VCSH (24.03%), IGSB (19.84%), SCHV (16.92%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 3, added to 3, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$101.5M
Long-equity book
27
Distinct positions
2026-03-31
Filed 2026-04-07
+11 / −3 / ↑3 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WISDOMTREE TR$995.0K +8.9%
- NOVARTIS AG$23.1K +10.8%
- STARBUCKS CORP$19.7K +6.5%
Top Trims
- APPLE INC-$155.2K -6.6%
- PAYCHEX INC-$120.0K -17.8%
- CITIGROUP INC-$110.3K -31.6%
- AUTOMATIC DATA PROCESSING IN-$96.2K -21.0%
- MICROSOFT CORP-$83.0K -23.5%
New Positions
- SCHWAB STRATEGIC TR$17.2M
- VANGUARD INDEX FDS$9.3M
- VANGUARD SCOTTSDALE FDS$4.8M
- SELECT SECTOR SPDR TR$1.8M
- ALPHABET INC$1.4M
Exited Positions
- SCHWAB STRATEGIC TR$16.7M
- PAYPAL HLDGS INC$334.8K
- VANECK ETF TRUST$289.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $24.4M | 24.03% | 307,799 | SH |
| 2 | ISHARES TR | IGSB | 464288646 | $20.1M | 19.84% | 383,342 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $17.2M | 16.92% | 563,413 | SH |
| 4 | WISDOMTREE TR | DXJ | 97717W851 | $12.2M | 12.04% | 77,126 | SH |
| 5 | VANGUARD INDEX FDS | VBR | 922908611 | $9.3M | 9.17% | 42,873 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.8M | 4.70% | 57,690 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $2.2M | 2.15% | 8,595 | SH |
| 8 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.8M | 1.76% | 21,850 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $1.4M | 1.43% | 5,037 | SH |
| 10 | ISHARES INC | EMXC | 46434G764 | $1.2M | 1.20% | 15,500 | SH |
| 11 | LOWES COS INC | LOW | 548661107 | $763.1K | 0.75% | 3,229 | SH |
| 12 | VANECK ETF TRUST | GDX | 92189F106 | $750.5K | 0.74% | 8,178 | SH |
| 13 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $637.9K | 0.63% | 12,921 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $576.7K | 0.57% | 2,769 | SH |
| 15 | PAYCHEX INC | PAYX | 704326107 | $554.9K | 0.55% | 6,024 | SH |
| 16 | CAPITAL ONE FINL CORP | COF | 14040H105 | $371.6K | 0.37% | 2,037 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $370.9K | 0.37% | 774 | SH |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $362.6K | 0.36% | 1,785 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $330.0K | 0.32% | 13,148 | SH |
| 20 | STARBUCKS CORP | SBUX | 855244109 | $324.0K | 0.32% | 3,617 | SH |
| 21 | BLOCK INC | XYZ | 852234103 | $279.1K | 0.27% | 4,638 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $271.0K | 0.27% | 732 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $263.9K | 0.26% | 920 | SH |
| 24 | FISERV INC | FISV | 337738108 | $263.2K | 0.26% | 4,717 | SH |
| 25 | ETSY INC | ETSY | 29786A106 | $256.7K | 0.25% | 5,137 | SH |
| 26 | CITIGROUP INC | C | 172967424 | $238.7K | 0.24% | 2,105 | SH |
| 27 | NOVARTIS AG | NVS | 66987V109 | $236.8K | 0.23% | 1,550 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-07 | $101.5M | 27 | 0001754960-26-000198 |
| 2025-12-31 | 2026-01-06 | $79.4M | 19 | 0001754960-26-000003 |