JBGlobal.com LLC — 13F Holdings & Portfolio
CIK 2051348 · latest 13F-HR filed 2026-07-07
JBGlobal.com LLC manages $114.3M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VCSH (21.08%), IGSB (17.58%), SCHV (16.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 1, added to 16, and trimmed 2.
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.
11TH FL
NEW YORK, NY 10003
$114.3M
Long-equity book
32
Distinct positions
2026-06-30
Filed 2026-07-07
+6 / −1 / ↑16 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$2.1M +12.5%
- VANGUARD INDEX FDS$952.2K +10.2%
- WISDOMTREE TR$715.5K +5.9%
- APPLE INC$305.8K +14.0%
- ISHARES INC$298.4K +24.5%
New Positions
- VANECK ETF TRUST$6.5M
- ISHARES INC$534.6K
- EMERSON ELEC CO$393.1K
- VANECK ETF TRUST$318.4K
- UNITEDHEALTH GROUP INC$241.9K
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 | $24.1M | 21.08% | 304,996 | SH |
| 2 | ISHARES TR | IGSB | 464288646 | $20.1M | 17.58% | 383,615 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $19.3M | 16.91% | 555,333 | SH |
| 4 | WISDOMTREE TR | DXJ | 97717W851 | $12.9M | 11.32% | 74,610 | SH |
| 5 | VANGUARD INDEX FDS | VBR | 922908611 | $10.3M | 8.98% | 42,250 | SH |
| 6 | VANECK ETF TRUST | EMLC | 92189H300 | $6.5M | 5.71% | 255,469 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.7M | 4.08% | 56,383 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $2.5M | 2.18% | 8,595 | SH |
| 9 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.8M | 1.59% | 21,850 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 1.50% | 4,808 | SH |
| 11 | ISHARES INC | EMXC | 46434G764 | $1.5M | 1.33% | 14,835 | SH |
| 12 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $692.7K | 0.61% | 12,921 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $660.0K | 0.58% | 2,769 | SH |
| 14 | LOWES COS INC | LOW | 548661107 | $647.9K | 0.57% | 2,938 | SH |
| 15 | VANECK ETF TRUST | GDX | 92189F106 | $595.5K | 0.52% | 7,893 | SH |
| 16 | PAYCHEX INC | PAYX | 704326107 | $571.9K | 0.50% | 5,817 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $546.6K | 0.48% | 1,465 | SH |
| 18 | ISHARES INC | PICK | 46434G848 | $534.6K | 0.47% | 9,193 | SH |
| 19 | CAPITAL ONE FINL CORP | COF | 14040H105 | $409.0K | 0.36% | 2,039 | SH |
| 20 | EMERSON ELEC CO | EMR | 291011104 | $393.1K | 0.34% | 2,746 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $387.3K | 0.34% | 774 | SH |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $383.2K | 0.34% | 1,711 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $380.8K | 0.33% | 13,148 | SH |
| 24 | ETSY INC | ETSY | 29786A106 | $377.2K | 0.33% | 5,007 | SH |
| 25 | STARBUCKS CORP | SBUX | 855244109 | $369.9K | 0.32% | 3,620 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $325.1K | 0.28% | 920 | SH |
| 27 | VANECK ETF TRUST | SLX | 92189F205 | $318.4K | 0.28% | 3,235 | SH |
| 28 | BLOCK INC | XYZ | 852234103 | $291.7K | 0.26% | 3,838 | SH |
| 29 | CITIGROUP INC | C | 172967424 | $265.2K | 0.23% | 1,895 | SH |
| 30 | NOVARTIS AG | NVS | 66987V109 | $242.9K | 0.21% | 1,550 | SH |
| 31 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $241.9K | 0.21% | 582 | SH |
| 32 | EBAY INC. | EBAY | 278642103 | $220.1K | 0.19% | 1,970 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-07 | $114.3M | 32 | 0001754960-26-000392 |
| 2026-03-31 | 2026-04-07 | $101.5M | 27 | 0001754960-26-000198 |
| 2025-12-31 | 2026-01-06 | $79.4M | 19 | 0001754960-26-000003 |