StockDrifts LogoStockDrifts

JBGlobal.com LLC 13F Portfolio

Portfolio Manager
JBGlobal.com LLC
Performance
+5.79% (2026 Q2)
AUM (13F)
$114.34M
# of Holdings
32
Performance Rank
N/A
Allocation (Top 20)
96.69%
Latest filing
Q2 2026

JBGlobal.com LLC Holdings Map

Top 32 JBGlobal.com LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCSH
VANGUARD SCOTTSDALE FDS
21.08%305.0K$24.1M
-0.91%(-2.80K)
2025-Q2: 262.9K shares2025-Q3: 282.4K shares2025-Q4: 296.1K shares2026-Q1: 307.8K shares2026-Q2: 305.0K shares
$78.84(-0.37%)
2026-06-30
IGSB
ISHARES TR
17.58%383.6K$20.1M
+0.07%(+273)
2025-Q2: 353.1K shares2025-Q3: 370.5K shares2025-Q4: 375.1K shares2026-Q1: 383.3K shares2026-Q2: 383.6K shares
$52.53(-0.83%)
2026-06-30
SCHV
SCHWAB STRATEGIC TR
16.91%555.3K$19.3M
-1.43%(-8.08K)
2025-Q2: 631.2K shares2025-Q3: 588.4K shares2025-Q4: 0 shares2026-Q1: 563.4K shares2026-Q2: 555.3K shares
$26.43(+32.42%)
2026-06-30
DXJ
WISDOMTREE TR
11.32%74.6K$12.9M
-3.26%(-2.52K)
2025-Q2: 83.9K shares2025-Q3: 80.6K shares2025-Q4: 77.9K shares2026-Q1: 77.1K shares2026-Q2: 74.6K shares
$108.15(+66.80%)
2026-06-30
VBR
VANGUARD INDEX FDS
8.98%42.3K$10.3M
-1.45%(-623)
2025-Q2: 52.4K shares2025-Q3: 46.7K shares2025-Q4: 0 shares2026-Q1: 42.9K shares2026-Q2: 42.3K shares
$199.48(+25.40%)
2026-06-30
EMLC
VANECK ETF TRUST
5.71%255.5K$6.5Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 255.5K shares
$25.19(+1.75%)
2026-06-30
VCIT
VANGUARD SCOTTSDALE FDS
4.08%56.4K$4.7M
-2.27%(-1.31K)
2025-Q2: 70.1K shares2025-Q3: 60.7K shares2025-Q4: 0 shares2026-Q1: 57.7K shares2026-Q2: 56.4K shares
$81.87(-0.78%)
2026-06-30
AAPL
APPLE INC
2.18%8.6K$2.5M
+0.00%(+0)
2025-Q2: 9.1K shares2025-Q3: 9.1K shares2025-Q4: 8.6K shares2026-Q1: 8.6K shares2026-Q2: 8.6K shares
$232.36(+31.98%)
2026-06-30
XLP
SELECT SECTOR SPDR TR
1.59%21.9K$1.8M
+0.00%(+0)
2025-Q2: 21.9K shares2025-Q3: 21.9K shares2025-Q4: 0 shares2026-Q1: 21.9K shares2026-Q2: 21.9K shares
$80.81(+4.98%)
2026-06-30
GOOGL
ALPHABET INC
1.5%4.8K$1.7M
-4.55%(-229)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 5.0K shares2026-Q2: 4.8K shares
$177.58(+97.92%)
2026-06-30

About JBGlobal.com LLCโ€™s portfolio

JBGlobal.com LLC reports $114.34M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (21.1%), IGSB (17.6%) and SCHV (16.9%). The top 20 holdings account for 96.69% of reported assets. Its disclosed equity book has returned +11.05% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VCSH โ€” 21.1% ($24.10M)IGSB โ€” 17.6% ($20.11M)SCHV โ€” 16.9% ($19.33M)DXJ โ€” 11.3% ($12.95M)VBR โ€” 9.0% ($10.27M)EMLC โ€” 5.7% ($6.53M)VCIT โ€” 4.1% ($4.66M)AAPL โ€” 2.2% ($2.49M)XLP โ€” 1.6% ($1.82M)GOOGL โ€” 1.5% ($1.72M)Other โ€” 9.1% ($10.37M)
91%in top 10
  • VCSH21.1%
  • IGSB17.6%
  • SCHV16.9%
  • DXJ11.3%
  • VBR9.0%
  • EMLC5.7%
  • VCIT4.1%
  • AAPL2.2%
  • XLP1.6%
  • GOOGL1.5%
  • Other9.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
6
EMLCVANECK ETF TRUST5.7%
PICKISHARES INC0.5%
EMREMERSON ELEC CO0.3%
SLXVANECK ETF TRUST0.3%
+2 opened
Added to
4
MSFTMICROSOFT CORP+100.1%
IGSBISHARES TR+0.1%
COFCAPITAL ONE FINL CORP+0.1%
SBUXSTARBUCKS CORP+0.1%
Trimmed
14
DXJWISDOMTREE TR-3.3%
SCHVSCHWAB STRATEGIC TR-1.4%
VCSHVANGUARD SCOTTSDALE FDS-0.9%
VBRVANGUARD INDEX FDS-1.5%
+10 more

Unlock alerts, watchlists & AI chat

Sign up free to track JBGlobal.com LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from JBGlobal.com LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051348). View JBGlobal.com LLCโ€™s 13F filings on SEC

More 13F analyses

View all