SEC 13F Intelligence

Managers / Q4 2025 · view latest →

JBGlobal.com LLC

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

Reported Value
$79M
Q4 2025
Positions
19
Filings on Record
7
2019–present window
Filed
Jan 6, 2026
original filing

Summary

Jbglobal.com LLC reported $79M in U.S.-listed holdings across 19 positions for Q4 2025.

The portfolio is heavily concentrated: Vanguard Scottsdale Fds alone accounts for 29.7% of reported value.

Compared with Q3 2025, the fund opened 4 new positions and exited 14.

Portfolio Metrics

Turnover
+22.2%
vs prior filed quarter
Top-10 Concentration
+96.5%
share of reported value
Largest Position
+29.7%
Vanguard Scottsdale Fds
New / Exited
4 / 14
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: 90.6%Common Stock: 9.1%ADR: 0.3%
  • ETP · 90.6% · $72M
  • Common Stock · 9.1% · $7M
  • ADR · 0.3% · $213,699

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SCHWAB STRATEGIC TRNEW+562.7K562.7K+$17M$17M
FISVFISERV INCNEW+4.6K4.6K+$307,034$307,034
VANECK ETF TRUSTNEW+3.4K3.4K+$289,373$289,373
NVSNNOVARTIS AGNEW+1.6K1.6K+$213,699$213,699
SCHWAB STRATEGIC TRSOLD OUT588.4K0$17M$0
VANGUARD INDEX FDSSOLD OUT46.7K0$10M$0
VANGUARD SCOTTSDALE FDSSOLD OUT60.7K0$5M$0
SELECT SECTOR SPDR TRSOLD OUT21.9K0$2M$0

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

Holdings — Q4 2025

18 positions
#IssuerClass% PortfolioValueShares
1VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD29.72%$24M296.1K
2ISHARES TRISHS 1-5YR INVS24.97%$20M375.1K
3SCHWAB STRATEGIC TRUS LCAP GR ETF · US BRD MKT ETF21.41%$17M575.9K
4WISDOMTREE TRJAPN HEDGE EQT14.15%$11M77.9K
5AAPLAPPLE INChistory →COM2.94%$2M8.6K
6LOWLOWES COS INCCOM0.98%$778,4763.2K
7PAYXPAYCHEX INCCOM0.85%$674,8856.0K
8AMZNAMAZON COM INCCOM0.80%$639,1412.8K
9ADPAUTOMATIC DATA PROCESSING INCOM0.58%$458,8731.8K
10BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.49%$389,051774
11MSFTMICROSOFT CORPCOM0.45%$354,010732
12TRVCCITIGROUP INCCOM NEW0.44%$348,9733.0K
13PYPLPAYPAL HLDGS INCCOM0.42%$334,8385.7K
14XYZBLOCK INCCL A0.39%$312,9534.8K
15FISVFISERV INCCOM0.39%$307,0344.6K
16SBUXSTARBUCKS CORPCOM0.38%$304,3523.6K
17VANECK ETF TRUSTSTEEL ETF0.36%$289,3733.4K
18NVSNNOVARTIS AGSPONSORED ADR0.27%$213,6991.6K

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 ↗.