SEC 13F Intelligence

Managers / Q2 2026

JBGlobal.com LLC

CIK 0002051348 · 41 EAST 11TH ST, 11TH FL, NEW YORK, NY, 10003 · 2123889873

Reported Value
$114M
Q2 2026
Positions
32
Filings on Record
7
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Jbglobal.com LLC reported $114M in U.S.-listed holdings across 32 positions for Q2 2026.

The portfolio is heavily concentrated: Vanguard Scottsdale Fds alone accounts for 21.1% of reported value.

Compared with Q1 2026, the fund opened 6 new positions and exited 1.

Portfolio Metrics

Turnover
+0.9%
vs prior filed quarter
Top-10 Concentration
+90.9%
share of reported value
Largest Position
+21.1%
Vanguard Scottsdale Fds
New / Exited
6 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $95MQ4 ’24Q1 ’25: $96MQ1 ’25Q2 ’25: $96MQ2 ’25Q3 ’25: $98MQ3 ’25Q4 ’25: $79MQ4 ’25Q1 ’26: $102MQ1 ’26Q2 ’26: $114MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 90.8%Common Stock: 9.0%ADR: 0.2%
  • ETP · 90.8% · $104M
  • Common Stock · 9.0% · $10M
  • ADR · 0.2% · $242,916

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANECK ETF TRUSTNEW+255.5K255.5K+$7M$7M
ISHARES INCNEW+9.2K9.2K+$534,573$534,573
EMREMERSON ELEC CONEW+2.7K2.7K+$393,090$393,090
VANECK ETF TRUSTNEW+3.2K3.2K+$318,356$318,356
UNHUNITEDHEALTH GROUP INCNEW+582582+$241,897$241,897
EBAEBAY INC.NEW+2.0K2.0K+$220,146$220,146
MSFTMICROSOFT CORPADDED+7331.5K+$275,588$546,552
FISVFISERV INCSOLD OUT−4.7K0−$263,209$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

25 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP25.16%$29M361.4K
2ISHARES TRISHS 1-5YR INVS17.58%$20M383.6K
3SCHWAB STRATEGIC TRUS LCAP VA ETF · US BRD MKT ETF17.24%$20M568.5K
4WISDOMTREE TRJAPN HEDGE EQT11.32%$13M74.6K
5VANGUARD INDEX FDSSM CP VAL ETF8.98%$10M42.3K
6VANECK ETF TRUSTJP MRGAN EM LOC · GOLD MINERS ETF · STEEL ETF6.51%$7M266.6K
7XLFSELECT SECTOR SPDR TRST STR STAPL ETF · ST STR FINL ETF2.19%$3M34.8K
8AAPLAPPLE INChistory →COM2.18%$2M8.6K
9ISHARES INCMSCI EMRG CHN · MSCI GBL ETF NEW1.79%$2M24.0K
10GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.79%$2M5.7K
11AMZNAMAZON COM INCCOM0.58%$659,9632.8K
12LOWLOWES COS INCCOM0.57%$647,8542.9K
13PAYXPAYCHEX INCCOM0.50%$571,9455.8K
14MSFTMICROSOFT CORPCOM0.48%$546,5521.5K
15COFCAPITAL ONE FINL CORPCOM0.36%$408,9982.0K
16EMREMERSON ELEC COCOM0.34%$393,0902.7K
17BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.34%$387,302774
18ADPAUTOMATIC DATA PROCESSING INCOM0.34%$383,1991.7K
19ETSYETSY INCCOM0.33%$377,1775.0K
20SBUXSTARBUCKS CORPCOM0.32%$369,9013.6K
21XYZBLOCK INCCL A0.26%$291,6883.8K
22TRVCCITIGROUP INCCOM NEW0.23%$265,2191.9K
23NVSNNOVARTIS AGSPONSORED ADR0.21%$242,9161.6K
24UNHUNITEDHEALTH GROUP INCCOM0.21%$241,897582
25EBAEBAY INC.COM0.19%$220,1462.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$114M32Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$102M27Apr 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$79M19Jan 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$98M29Oct 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$96M28Jul 3, 202513F-HRchanges · EDGAR ↗
Q1 2025$96M32Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$95M31Jan 17, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.