Managers / Q1 2026 · view latest →
JBGlobal.com LLC
CIK 0002051348 · 41 EAST 11TH ST, 11TH FL, NEW YORK, NY, 10003 · 2123889873
Summary
Jbglobal.com LLC reported $102M in U.S.-listed holdings across 27 positions for Q1 2026.
The portfolio is heavily concentrated: Vanguard Scottsdale Fds alone accounts for 24.0% of reported value.
Compared with Q4 2025, the fund opened 11 new positions and exited 3.
Portfolio Metrics
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
Portfolio Composition
- ETP · 91.4% · $93M
- Common Stock · 8.4% · $9M
- ADR · 0.2% · $236,763
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | NEW | +563.4K | 563.4K | +$17M | $17M |
| VANGUARD INDEX FDS | NEW | +42.9K | 42.9K | +$9M | $9M |
| VANGUARD SCOTTSDALE FDS | NEW | +57.7K | 57.7K | +$5M | $5M |
| SELECT SECTOR SPDR TR | NEW | +21.9K | 21.9K | +$2M | $2M |
| GOOGLALPHABET INC | NEW | +5.0K | 5.0K | +$1M | $1M |
| ISHARES INC | NEW | +15.5K | 15.5K | +$1M | $1M |
| VANECK ETF TRUST | NEW | +8.2K | 8.2K | +$750,491 | $750,491 |
| XLFSELECT SECTOR SPDR TR | NEW | +12.9K | 12.9K | +$637,910 | $637,910 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD · INT-TERM CORP | 28.73% | $29M | 365.5K |
| 2 | ISHARES TR | ISHS 1-5YR INVS | 19.84% | $20M | 383.3K |
| 3 | SCHWAB STRATEGIC TR | US LCAP VA ETF · US BRD MKT ETF | 17.25% | $18M | 576.6K |
| 4 | WISDOMTREE TR | JAPN HEDGE EQT | 12.04% | $12M | 77.1K |
| 5 | VANGUARD INDEX FDS | SM CP VAL ETF | 9.17% | $9M | 42.9K |
| 6 | XLFSELECT SECTOR SPDR TR | STATE STREET CON · STATE STREET FIN | 2.39% | $2M | 34.8K |
| 7 | AAPLAPPLE INChistory → | COM | 2.15% | $2M | 8.6K |
| 8 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 1.69% | $2M | 6.0K |
| 9 | ISHARES INC | MSCI EMRG CHN | 1.20% | $1M | 15.5K |
| 10 | LOWLOWES COS INC | COM | 0.75% | $763,065 | 3.2K |
| 11 | VANECK ETF TRUST | GOLD MINERS ETF | 0.74% | $750,491 | 8.2K |
| 12 | AMZNAMAZON COM INC | COM | 0.57% | $576,700 | 2.8K |
| 13 | PAYXPAYCHEX INC | COM | 0.55% | $554,892 | 6.0K |
| 14 | COFCAPITAL ONE FINL CORP | COM | 0.37% | $371,620 | 2.0K |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.37% | $370,901 | 774 |
| 16 | ADPAUTOMATIC DATA PROCESSING IN | COM | 0.36% | $362,648 | 1.8K |
| 17 | SBUXSTARBUCKS CORP | COM | 0.32% | $324,046 | 3.6K |
| 18 | XYZBLOCK INC | CL A | 0.27% | $279,115 | 4.6K |
| 19 | MSFTMICROSOFT CORP | COM | 0.27% | $270,964 | 732 |
| 20 | FISVFISERV INC | COM | 0.26% | $263,209 | 4.7K |
| 21 | ETSYETSY INC | COM | 0.25% | $256,747 | 5.1K |
| 22 | TRVCCITIGROUP INC | COM NEW | 0.24% | $238,704 | 2.1K |
| 23 | NVSNNOVARTIS AG | SPONSORED ADR | 0.23% | $236,763 | 1.6K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $114M | 32 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $102M | 27 | Apr 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $79M | 19 | Jan 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $98M | 29 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $96M | 28 | Jul 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $96M | 32 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $95M | 31 | Jan 17, 2025 | 13F-HR | changes · 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 ↗.