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.

Loading holdings…
AUM

$101.5M

Long-equity book

Holdings

27

Distinct positions

Period

2026-03-31

Filed 2026-04-07

Q/Q Activity

+11 / −3 / ↑3 / ↓8

vs 2025-12-31

Firm Profile & Key People
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%
Show all 3

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%
Show all 8

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
Show all 11

Exited Positions

  • SCHWAB STRATEGIC TR$16.7M
  • PAYPAL HLDGS INC$334.8K
  • VANECK ETF TRUST$289.4K
Show all 3
All Holdings

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
Filing History
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