Filed: 1/6/2026ACC: 0001754960-26-000003
📋 What this filing means
JBGLOBAL.COM LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $79.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$79.43M
Total AUM (reported)
1.38M
Total Shares
Allocation by class
SHRT TRM CORP BD$23.61M29.7%
ISHS 1-5YR INVS$19.84M25.0%
US LCAP GR ETF$16.66M21.0%
JAPN HEDGE EQT$11.24M14.1%
COM$6.19M7.8%
CL B NEW$389.1K0.5%
COM NEW$349.0K0.4%
Portfolio Concentration
Top 3$60.11M75.7%
4–10$16.51M20.8%
11–25$2.81M3.5%
Top 3 weight
75.7%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 1.38M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings19
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares296.12K
TypeSH
Market value$23.61M
29.72%
Sole
0.00
Shared
0.00
None
296.12K
ISHARES TR
SOLEShares375.13K
TypeSH
Market value$19.84M
24.97%
Sole
0.00
Shared
0.00
None
375.13K
SCHWAB STRATEGIC TR
SOLEShares562.71K
TypeSH
Market value$16.66M
20.98%
Sole
0.00
Shared
0.00
None
562.71K
WISDOMTREE TR
SOLEShares77.94K
TypeSH
Market value$11.24M
14.15%
Sole
0.00
Shared
0.00
None
77.94K
APPLE INC
SOLEShares8.60K
TypeSH
Market value$2.34M
2.94%
Sole
0.00
Shared
0.00
None
8.60K
LOWES COS INC
SOLEShares3.23K
TypeSH
Market value$778.5K
0.98%
Sole
0.00
Shared
0.00
None
3.23K
PAYCHEX INC
SOLEShares6.02K
TypeSH
Market value$674.9K
0.85%
Sole
0.00
Shared
0.00
None
6.02K
AMAZON COM INC
SOLEShares2.77K
TypeSH
Market value$639.1K
0.80%
Sole
0.00
Shared
0.00
None
2.77K
AUTOMATIC DATA PROCESSING IN
SOLEShares1.78K
TypeSH
Market value$458.9K
0.58%
Sole
0.00
Shared
0.00
None
1.78K
BERKSHIRE HATHAWAY INC DEL
SOLEShares774.00
TypeSH
Market value$389.1K
0.49%
Sole
0.00
Shared
0.00
None
774.00
MICROSOFT CORP
SOLEShares732.00
TypeSH
Market value$354.0K
0.45%
Sole
0.00
Shared
0.00
None
732.00
CITIGROUP INC
SOLEShares2.99K
TypeSH
Market value$349.0K
0.44%
Sole
0.00
Shared
0.00
None
2.99K
SCHWAB STRATEGIC TR
SOLEShares13.15K
TypeSH
Market value$344.9K
0.43%
Sole
0.00
Shared
0.00
None
13.15K
PAYPAL HLDGS INC
SOLEShares5.74K
TypeSH
Market value$334.8K
0.42%
Sole
0.00
Shared
0.00
None
5.74K
BLOCK INC
SOLEShares4.81K
TypeSH
Market value$313.0K
0.39%
Sole
0.00
Shared
0.00
None
4.81K
FISERV INC
SOLEShares4.57K
TypeSH
Market value$307.0K
0.39%
Sole
0.00
Shared
0.00
None
4.57K
STARBUCKS CORP
SOLEShares3.61K
TypeSH
Market value$304.4K
0.38%
Sole
0.00
Shared
0.00
None
3.61K
VANECK ETF TRUST
SOLEShares3.41K
TypeSH
Market value$289.4K
0.36%
Sole
0.00
Shared
0.00
None
3.41K
NOVARTIS AG
SOLEShares1.55K
TypeSH
Market value$213.7K
0.27%
Sole
0.00
Shared
0.00
None
1.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 296.12K | SH | $23.61M 29.72% | 0.00 | 0.00 | 296.12K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 375.13K | SH | $19.84M 24.97% | 0.00 | 0.00 | 375.13K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 562.71K | SH | $16.66M 20.98% | 0.00 | 0.00 | 562.71K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 77.94K | SH | $11.24M 14.15% | 0.00 | 0.00 | 77.94K |
APPLE INCSOLE | COM | 8.60K | SH | $2.34M 2.94% | 0.00 | 0.00 | 8.60K |
LOWES COS INCSOLE | COM | 3.23K | SH | $778.5K 0.98% | 0.00 | 0.00 | 3.23K |
PAYCHEX INCSOLE | COM | 6.02K | SH | $674.9K 0.85% | 0.00 | 0.00 | 6.02K |
AMAZON COM INCSOLE | COM | 2.77K | SH | $639.1K 0.80% | 0.00 | 0.00 | 2.77K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.78K | SH | $458.9K 0.58% | 0.00 | 0.00 | 1.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 774.00 | SH | $389.1K 0.49% | 0.00 | 0.00 | 774.00 |
MICROSOFT CORPSOLE | COM | 732.00 | SH | $354.0K 0.45% | 0.00 | 0.00 | 732.00 |
CITIGROUP INCSOLE | COM NEW | 2.99K | SH | $349.0K 0.44% | 0.00 | 0.00 | 2.99K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 13.15K | SH | $344.9K 0.43% | 0.00 | 0.00 | 13.15K |
PAYPAL HLDGS INCSOLE | COM | 5.74K | SH | $334.8K 0.42% | 0.00 | 0.00 | 5.74K |
BLOCK INCSOLE | CL A | 4.81K | SH | $313.0K 0.39% | 0.00 | 0.00 | 4.81K |
FISERV INCSOLE | COM | 4.57K | SH | $307.0K 0.39% | 0.00 | 0.00 | 4.57K |
STARBUCKS CORPSOLE | COM | 3.61K | SH | $304.4K 0.38% | 0.00 | 0.00 | 3.61K |
VANECK ETF TRUSTSOLE | STEEL ETF | 3.41K | SH | $289.4K 0.36% | 0.00 | 0.00 | 3.41K |
NOVARTIS AGSOLE | SPONSORED ADR | 1.55K | SH | $213.7K 0.27% | 0.00 | 0.00 | 1.55K |