JBGlobal.com LLC

Portfolio Overview

JBGlobal.com LLC disclosed 32 positions worth $114.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 1 and a full exit from $FISV. The portfolio is most concentrated in Other (79.5% of disclosed assets). All figures are sourced directly from JBGlobal.com LLC’s Form 13F-HR filing with the SEC under CIK 2051348.

• VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

  —

  Quality

  $24.1M304,996 sh

• ISHARES TR - ISHS 1-5YR INVS

  —

  Quality

  $20.1M383,615 sh

• SCHWAB STRATEGIC TR - US LCAP VA ETF

  —

  Quality

  $19.3M555,333 sh
• 

  WisdomTree, Inc.

  $WT

  62.9

  Quality

  $12.9M74,610 sh

• VANGUARD INDEX FDS - SM CP VAL ETF

  —

  Quality

  $10.3M42,250 sh

• VANECK ETF TRUST - JP MRGAN EM LOC

  —

  Quality

  $6.5M255,469 sh

• VANGUARD SCOTTSDALE FDS - INT-TERM CORP

  —

  Quality

  $4.7M56,383 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $2.5M8,595 sh

• SELECT SECTOR SPDR TR - ST STR STAPL ETF

  —

  Quality

  $1.8M21,850 sh
• 

  Alphabet Inc.

  $GOOG

  80.2

  Quality

  $1.7M4,808 sh

Company	Quality	Value	Shares
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$24.1M	304,996
ISHARES TR - ISHS 1-5YR INVS	—	$20.1M	383,615
SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$19.3M	555,333
WisdomTree, Inc.$WT	62.9	$12.9M	74,610
VANGUARD INDEX FDS - SM CP VAL ETF	—	$10.3M	42,250
VANECK ETF TRUST - JP MRGAN EM LOC	—	$6.5M	255,469
VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$4.7M	56,383
Apple Inc.$AAPL	76.1	$2.5M	8,595
SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$1.8M	21,850
Alphabet Inc.$GOOG	80.2	$1.7M	4,808

Showing top 10 of 32 holdings.

Full Holdings — JBGlobal.com LLC (Q2 2026)

All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$24.1M	21.1%	-1%	—
2	—	ISHARES TR - ISHS 1-5YR INVS	$20.1M	17.6%	+0%	—
3	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$19.3M	16.9%	-1%	—
4	$WT	WisdomTree, Inc.	$12.9M	11.3%	-3%	62.9
5	—	VANGUARD INDEX FDS - SM CP VAL ETF	$10.3M	9.0%	-1%	—
6	—	VANECK ETF TRUST - JP MRGAN EM LOC	$6.5M	5.7%	NEW	—
7	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$4.7M	4.1%	-2%	—
8	$AAPL	Apple Inc.	$2.5M	2.2%	+0%	76.1
9	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	$1.8M	1.6%	+0%	—
10	$GOOG	Alphabet Inc.	$1.7M	1.5%	-5%	80.2
11	—	ISHARES INC - MSCI EMRG CHN	$1.5M	1.3%	-4%	—
12	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	$692,695	0.6%	+0%	—
13	$AMZN	AMAZON COM INC	$659,963	0.6%	+0%	74.6
14	$LOW	LOWES COMPANIES INC	$647,854	0.6%	-9%	63.5
15	—	VANECK ETF TRUST - GOLD MINERS ETF	$595,523	0.5%	-3%	—
16	$PAYX	PAYCHEX INC	$571,945	0.5%	-3%	75.1
17	$MSFT	MICROSOFT CORP	$546,552	0.5%	+100%	83.7
18	—	ISHARES INC - MSCI GBL ETF NEW	$534,573	0.5%	NEW	—
19	$COF	CAPITAL ONE FINANCIAL CORP	$408,998	0.4%	+0%	71
20	$EMR	EMERSON ELECTRIC CO	$393,090	0.3%	NEW	65.9
21	$BRK.B	BERKSHIRE HATHAWAY INC	$387,302	0.3%	+0%	64.5
22	$ADP	AUTOMATIC DATA PROCESSING INC	$383,199	0.3%	-4%	77.9
23	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$380,756	0.3%	+0%	—
24	$ETSY	ETSY INC	$377,177	0.3%	-3%	50.4
25	$SBUX	STARBUCKS CORP	$369,901	0.3%	+0%	54.6
26	$GOOGL	Alphabet Inc.	$325,064	0.3%	+0%	80.2
27	—	VANECK ETF TRUST - STEEL ETF	$318,356	0.3%	NEW	—
28	$XYZ	Block, Inc.	$291,688	0.3%	-17%	60.3
29	$C	CITIGROUP INC	$265,219	0.2%	-10%	54.8
30	$NVS	NOVARTIS AG	$242,916	0.2%	+0%	—
31	$UNH	UNITEDHEALTH GROUP INC	$241,897	0.2%	NEW	66.8
32	$EBAY	EBAY INC	$220,146	0.2%	NEW	69.3