Filed: 7/7/2026ACC: 0001754960-26-000392
📋 What this filing means
JBGLOBAL.COM LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $114.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$114.34M
Total AUM (reported)
1.81M
Total Shares
Allocation by class
SHRT TRM CORP BD$24.10M21.1%
ISHS 1-5YR INVS$20.11M17.6%
US LCAP VA ETF$19.33M16.9%
JAPN HEDGE EQT$12.95M11.3%
SM CP VAL ETF$10.27M9.0%
COM$7.31M6.4%
JP MRGAN EM LOC$6.53M5.7%
Portfolio Concentration
Top 3$63.54M55.6%
4–10$40.42M35.4%
11–25$8.47M7.4%
Rest$1.91M1.7%
Top 3 weight
55.6%
Top 10 weight
90.9%
Voting Authority Distribution
Total shares with voting rights: 1.81M
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
1.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings32
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares305K
TypeSH
Market value$24.10M
21.08%
Sole
0.00
Shared
0.00
None
305K
ISHARES TR
SOLEShares383.62K
TypeSH
Market value$20.11M
17.58%
Sole
0.00
Shared
0.00
None
383.62K
SCHWAB STRATEGIC TR
SOLEShares555.33K
TypeSH
Market value$19.33M
16.91%
Sole
0.00
Shared
0.00
None
555.33K
WISDOMTREE TR
SOLEShares74.61K
TypeSH
Market value$12.95M
11.32%
Sole
0.00
Shared
0.00
None
74.61K
VANGUARD INDEX FDS
SOLEShares42.25K
TypeSH
Market value$10.27M
8.98%
Sole
0.00
Shared
0.00
None
42.25K
VANECK ETF TRUST
SOLEShares255.47K
TypeSH
Market value$6.53M
5.71%
Sole
0.00
Shared
0.00
None
255.47K
VANGUARD SCOTTSDALE FDS
SOLEShares56.38K
TypeSH
Market value$4.66M
4.08%
Sole
0.00
Shared
0.00
None
56.38K
APPLE INC
SOLEShares8.60K
TypeSH
Market value$2.49M
2.18%
Sole
0.00
Shared
0.00
None
8.60K
SELECT SECTOR SPDR TR
SOLEShares21.85K
TypeSH
Market value$1.82M
1.59%
Sole
0.00
Shared
0.00
None
21.85K
ALPHABET INC
SOLEShares4.81K
TypeSH
Market value$1.72M
1.50%
Sole
0.00
Shared
0.00
None
4.81K
ISHARES INC
SOLEShares14.84K
TypeSH
Market value$1.52M
1.33%
Sole
0.00
Shared
0.00
None
14.84K
SELECT SECTOR SPDR TR
SOLEShares12.92K
TypeSH
Market value$692.7K
0.61%
Sole
0.00
Shared
0.00
None
12.92K
AMAZON COM INC
SOLEShares2.77K
TypeSH
Market value$660.0K
0.58%
Sole
0.00
Shared
0.00
None
2.77K
LOWES COS INC
SOLEShares2.94K
TypeSH
Market value$647.9K
0.57%
Sole
0.00
Shared
0.00
None
2.94K
VANECK ETF TRUST
SOLEShares7.89K
TypeSH
Market value$595.5K
0.52%
Sole
0.00
Shared
0.00
None
7.89K
PAYCHEX INC
SOLEShares5.82K
TypeSH
Market value$571.9K
0.50%
Sole
0.00
Shared
0.00
None
5.82K
MICROSOFT CORP
SOLEShares1.47K
TypeSH
Market value$546.6K
0.48%
Sole
0.00
Shared
0.00
None
1.47K
ISHARES INC
SOLEShares9.19K
TypeSH
Market value$534.6K
0.47%
Sole
0.00
Shared
0.00
None
9.19K
CAPITAL ONE FINL CORP
SOLEShares2.04K
TypeSH
Market value$409.0K
0.36%
Sole
0.00
Shared
0.00
None
2.04K
EMERSON ELEC CO
SOLEShares2.75K
TypeSH
Market value$393.1K
0.34%
Sole
0.00
Shared
0.00
None
2.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares774.00
TypeSH
Market value$387.3K
0.34%
Sole
0.00
Shared
0.00
None
774.00
AUTOMATIC DATA PROCESSING IN
SOLEShares1.71K
TypeSH
Market value$383.2K
0.34%
Sole
0.00
Shared
0.00
None
1.71K
SCHWAB STRATEGIC TR
SOLEShares13.15K
TypeSH
Market value$380.8K
0.33%
Sole
0.00
Shared
0.00
None
13.15K
ETSY INC
SOLEShares5.01K
TypeSH
Market value$377.2K
0.33%
Sole
0.00
Shared
0.00
None
5.01K
STARBUCKS CORP
SOLEShares3.62K
TypeSH
Market value$369.9K
0.32%
Sole
0.00
Shared
0.00
None
3.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 305K | SH | $24.10M 21.08% | 0.00 | 0.00 | 305K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 383.62K | SH | $20.11M 17.58% | 0.00 | 0.00 | 383.62K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 555.33K | SH | $19.33M 16.91% | 0.00 | 0.00 | 555.33K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 74.61K | SH | $12.95M 11.32% | 0.00 | 0.00 | 74.61K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 42.25K | SH | $10.27M 8.98% | 0.00 | 0.00 | 42.25K |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 255.47K | SH | $6.53M 5.71% | 0.00 | 0.00 | 255.47K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 56.38K | SH | $4.66M 4.08% | 0.00 | 0.00 | 56.38K |
APPLE INCSOLE | COM | 8.60K | SH | $2.49M 2.18% | 0.00 | 0.00 | 8.60K |
SELECT SECTOR SPDR TRSOLE | ST STR STAPL ETF | 21.85K | SH | $1.82M 1.59% | 0.00 | 0.00 | 21.85K |
ALPHABET INCSOLE | CAP STK CL A | 4.81K | SH | $1.72M 1.50% | 0.00 | 0.00 | 4.81K |
ISHARES INCSOLE | MSCI EMRG CHN | 14.84K | SH | $1.52M 1.33% | 0.00 | 0.00 | 14.84K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 12.92K | SH | $692.7K 0.61% | 0.00 | 0.00 | 12.92K |
AMAZON COM INCSOLE | COM | 2.77K | SH | $660.0K 0.58% | 0.00 | 0.00 | 2.77K |
LOWES COS INCSOLE | COM | 2.94K | SH | $647.9K 0.57% | 0.00 | 0.00 | 2.94K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 7.89K | SH | $595.5K 0.52% | 0.00 | 0.00 | 7.89K |
PAYCHEX INCSOLE | COM | 5.82K | SH | $571.9K 0.50% | 0.00 | 0.00 | 5.82K |
MICROSOFT CORPSOLE | COM | 1.47K | SH | $546.6K 0.48% | 0.00 | 0.00 | 1.47K |
ISHARES INCSOLE | MSCI GBL ETF NEW | 9.19K | SH | $534.6K 0.47% | 0.00 | 0.00 | 9.19K |
CAPITAL ONE FINL CORPSOLE | COM | 2.04K | SH | $409.0K 0.36% | 0.00 | 0.00 | 2.04K |
EMERSON ELEC COSOLE | COM | 2.75K | SH | $393.1K 0.34% | 0.00 | 0.00 | 2.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 774.00 | SH | $387.3K 0.34% | 0.00 | 0.00 | 774.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.71K | SH | $383.2K 0.34% | 0.00 | 0.00 | 1.71K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 13.15K | SH | $380.8K 0.33% | 0.00 | 0.00 | 13.15K |
ETSY INCSOLE | COM | 5.01K | SH | $377.2K 0.33% | 0.00 | 0.00 | 5.01K |
STARBUCKS CORPSOLE | COM | 3.62K | SH | $369.9K 0.32% | 0.00 | 0.00 | 3.62K |
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