# JBGlobal.com LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2051348. Source: https://holderbook.com/funds/2051348-jbglobal-com-llc/

- Reported value: $114.3M
- Positions: 32
- Weight of the ten largest: 90.9%
- Filed: 2026-07-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $24.1M | 304,996 | 21.1% | 7 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $20.1M | 383,615 | 17.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $19.3M | 555,333 | 16.9% | 2 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $12.9M | 74,610 | 11.3% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $10.3M | 42,250 | 9.0% | 2 |
| VANECK ETF TRUST | [EMLC](https://holderbook.com/stocks/EMLC/) | $6.5M | 255,469 | 5.7% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $4.7M | 56,383 | 4.1% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.5M | 8,595 | 2.2% | 7 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $1.8M | 21,850 | 1.6% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.7M | 4,808 | 1.5% | 2 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $1.5M | 14,835 | 1.3% | 2 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $692.7K | 12,921 | 0.6% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $660.0K | 2,769 | 0.6% | 7 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $647.9K | 2,938 | 0.6% | 7 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $595.5K | 7,893 | 0.5% | 2 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $571.9K | 5,817 | 0.5% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $546.6K | 1,465 | 0.5% | 7 |
| ISHARES INC | [PICK](https://holderbook.com/stocks/PICK/) | $534.6K | 9,193 | 0.5% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $409.0K | 2,039 | 0.4% | 2 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $393.1K | 2,746 | 0.3% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $387.3K | 774 | 0.3% | 7 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $383.2K | 1,711 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $380.8K | 13,148 | 0.3% | 7 |
| ETSY INC | [ETSY](https://holderbook.com/stocks/ETSY/) | $377.2K | 5,007 | 0.3% | 2 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $369.9K | 3,620 | 0.3% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $325.1K | 920 | 0.3% | 2 |
| VANECK ETF TRUST | [SLX](https://holderbook.com/stocks/SLX/) | $318.4K | 3,235 | 0.3% | 1 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $291.7K | 3,838 | 0.3% | 7 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $265.2K | 1,895 | 0.2% | 7 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $242.9K | 1,550 | 0.2% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $241.9K | 582 | 0.2% | 1 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $220.1K | 1,970 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.0% | +14.8% | -8.9% | 100% |
| Q1 2026 | -2.2% | -4.6% | +2.5% | 102% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +3.8% | +7.8% | -4.0% | 100% |
| Q2 2025 | +2.6% | +10.5% | -7.9% | 100% |
| Q1 2025 | -0.8% | -4.6% | +3.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $114.3M | 32 |
| Q1 2026 | $101.5M | 27 |
| Q4 2025 | $79.4M | 19 |
| Q3 2025 | $98.2M | 29 |
| Q2 2025 | $96.2M | 28 |
| Q1 2025 | $96.2M | 32 |
| Q4 2024 | $94.7M | 31 |