JBGlobal.com LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), JBGlobal.com LLC reported 32 stock positions worth $114.3 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 21.1% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 17.6%) and Schwab US Large-Cap Value (SCHV, 16.9%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 4 and reduced 14. The biggest buy was a new position in Vaneck JPM Em Local Curr BND (EMLC) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −1%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002051348
Portfolio Value
$114.3M (Q2 2026)
SEC Filing
0001754960-26-000392 ↗ filed Jul 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $94.7M Q4 2024 Q1 2025: $96.2M Q1 2025 Q2 2025: $96.2M Q2 2025 Q3 2025: $98.2M Q3 2025 Q4 2025: $79.4M Q4 2025 Q1 2026: $101.5M Q1 2026 Q2 2026: $114.3M $114.3M Q2 2026

Holdings 32 stocks · $114.3M

VCSH Vanguard S/T Corp. Bond ETF 21.08% 304,996 $24.1M Reduce -0.9%
IGSB iShares 1-5Y Inv Grade Corp. 17.58% 383,615 $20.1M Add +0.1%
SCHV Schwab US Large-Cap Value 16.91% 555,333 $19.3M Reduce -1.4%
DXJ Wisdomtree Japan Hedged Eq 11.32% 74,610 $12.9M Reduce -3.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 8.98% 42,250 $10.3M Reduce -1.4%
EMLC Vaneck JPM Em Local Curr BND 5.71% 255,469 $6.5M New
VCIT Vanguard Int-Term Corporate 4.08% 56,383 $4.7M Reduce -2.3%
AAPL Apple Inc. 2.18% 8,595 $2.5M No change
XLP SS Consumer Staples Sel Sect 1.59% 21,850 $1.8M No change
GOOGL Alphabet Inc. Class A 1.50% 4,808 $1.7M Reduce -4.5%
EMXC iShares MSCI Emr MRK Ex Chna 1.33% 14,835 $1.5M Reduce -4.3%
XLF SS Financial Select Sector 0.61% 12,921 $693K No change
AMZN Amazon.com Inc. 0.58% 2,769 $660K No change
LOW Lowe's Cos Inc. 0.57% 2,938 $648K Reduce -9.0%
GDX Vaneck Gold Miners ETF 0.52% 7,893 $596K Reduce -3.5%
PAYX Paychex Inc. 0.50% 5,817 $572K Reduce -3.4%
MSFT Microsoft Corp. 0.48% 1,465 $547K Add +100.1%
PICK iShares MSCI Global Metals & 0.47% 9,193 $535K New
COF Capital One Financial Corp. 0.36% 2,039 $409K Add +0.1%
EMR Emerson Electric Co. 0.34% 2,746 $393K New
BRK.B Berkshire Hathaway Inc. Class B 0.34% 774 $387K No change
ADP Automatic Data Processing 0.34% 1,711 $383K Reduce -4.2%
SCHB Schwab US Broad Market ETF 0.33% 13,148 $381K No change
ETSY Etsy Inc. 0.33% 5,007 $377K Reduce -2.5%
SBUX Starbucks Corp. 0.32% 3,620 $370K Add +0.1%
GOOG Alphabet Inc. Class C 0.28% 920 $325K No change
SLX Vaneck Steel ETF 0.28% 3,235 $318K New
XYZ Block Inc. 0.26% 3,838 $292K Reduce -17.3%
C Citigroup Inc. 0.23% 1,895 $265K Reduce -10.0%
NVS Novartis AG-Sponsored ADR 0.21% 1,550 $243K No change
UNH Unitedhealth Group Inc. 0.21% 582 $242K New
EBAY eBay Inc. 0.19% 1,970 $220K New

Portfolio Sells Q1 2026 → Q2 2026

VCSH Vanguard S/T Corp. Bond ETF Reduce -0.9% 21.08% −2.95
DXJ Wisdomtree Japan Hedged Eq Reduce -3.3% 11.32% −0.72
VCIT Vanguard Int-Term Corporate Reduce -2.3% 4.08% −0.63
FISV Fiserv Inc. Sold out 0.00% −0.26
GDX Vaneck Gold Miners ETF Reduce -3.5% 0.52% −0.22
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.4% 8.98% −0.19
LOW Lowe's Cos Inc. Reduce -9.0% 0.57% −0.18
PAYX Paychex Inc. Reduce -3.4% 0.50% −0.05
ADP Automatic Data Processing Reduce -4.2% 0.34% −0.02
XYZ Block Inc. Reduce -17.3% 0.26% −0.02
SCHV Schwab US Large-Cap Value Reduce -1.4% 16.91% −0.02
C Citigroup Inc. Reduce -10.0% 0.23% −0.00
GOOGL Alphabet Inc. Class A Reduce -4.5% 1.50% +0.08
ETSY Etsy Inc. Reduce -2.5% 0.33% +0.08
EMXC iShares MSCI Emr MRK Ex Chna Reduce -4.3% 1.33% +0.13

Portfolio Buys Q1 2026 → Q2 2026

EMLC Vaneck JPM Em Local Curr BND New 5.71% +5.71
PICK iShares MSCI Global Metals & New 0.47% +0.47
EMR Emerson Electric Co. New 0.34% +0.34
SLX Vaneck Steel ETF New 0.28% +0.28
UNH Unitedhealth Group Inc. New 0.21% +0.21
MSFT Microsoft Corp. Add +100.1% 0.48% +0.21
EBAY eBay Inc. New 0.19% +0.19
SBUX Starbucks Corp. Add +0.1% 0.32% +0.00
COF Capital One Financial Corp. Add +0.1% 0.36% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +0.1% 17.58% −2.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 32$114.3MVCSH, IGSB, SCHV, DXJ, VBR
Q1 2026 27$101.5MVCSH, IGSB, SCHV, DXJ, VBR
Q4 2025 19$79.4MVCSH, IGSB, SCHG, DXJ, AAPL
Q3 2025 29$98.2MVCSH, IGSB, SCHV, DXJ, VBR
Q2 2025 28$96.2MVCSH, IGSB, SCHV, VBR, DXJ
Q1 2025 32$96.2MVCSH, VCIT, SCHV, VBR, DXJ
Q4 2024 31$94.7MSCHV, VBR, VCSH, VCIT, DXJ