JBGlobal.com LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 3, 2025), JBGlobal.com LLC reported 28 stock positions worth $96.2 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 21.7% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 19.4%) and Schwab US Large-Cap Value (SCHV, 18.2%). Compared with Q1 2025, it opened 2 new positions, sold out of 6, added to 7 and reduced 13. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +697%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002051348
- Portfolio Value
- $96.2M (Q2 2025)
- SEC Filing
- 0001754960-25-000317 ↗ filed Jul 3, 2025
Holdings Value
Holdings 28 stocks · $96.2M
| VCSH Vanguard S/T Corp. Bond ETF | 21.72% | 262,940 | $20.9M | Add +4.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 19.36% | 353,089 | $18.6M | Add +696.8% |
| SCHV Schwab US Large-Cap Value | 18.15% | 631,175 | $17.5M | Reduce -1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 10.61% | 52,374 | $10.2M | Reduce -28.5% |
| DXJ Wisdomtree Japan Hedged Eq | 9.96% | 83,901 | $9.6M | Reduce -4.9% |
| VCIT Vanguard Int-Term Corporate | 6.04% | 70,129 | $5.8M | Reduce -66.7% |
| AAPL Apple Inc. | 1.94% | 9,115 | $1.9M | Reduce -0.4% |
| XLP SS Consumer Staples Sel Sect | 1.84% | 21,850 | $1.8M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.72% | 26,158 | $1.7M | Reduce -20.8% |
| PAYX Paychex Inc. | 0.97% | 6,432 | $936K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.74% | 3,225 | $715K | Add +0.1% |
| XLF SS Financial Select Sector | 0.70% | 12,921 | $677K | No change |
| AMZN Amazon.com Inc. | 0.61% | 2,669 | $586K | No change |
| ADP Automatic Data Processing | 0.60% | 1,862 | $574K | No change |
| PYPL PayPal Holdings Inc. | 0.51% | 6,639 | $493K | Reduce -17.8% |
| COF Capital One Financial Corp. | 0.45% | 2,033 | $433K | New |
| UPS United Parcel Service Class B | 0.45% | 4,250 | $429K | Add +32.1% |
| XYZ Block Inc. | 0.42% | 5,979 | $406K | Add +60.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 808 | $393K | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.38% | 732 | $364K | No change |
| PAYC Paycom Software Inc. | 0.37% | 1,524 | $353K | Reduce -1.0% |
| SBUX Starbucks Corp. | 0.34% | 3,608 | $331K | Add +0.1% |
| ETSY Etsy Inc. | 0.33% | 6,260 | $314K | Reduce -51.2% |
| SCHB Schwab US Broad Market ETF | 0.33% | 13,148 | $313K | No change |
| C Citigroup Inc. | 0.32% | 3,657 | $311K | Reduce -12.9% |
| KHC The Kraft Heinz Co. | 0.26% | 9,546 | $246K | Reduce -48.8% |
| PFE Pfizer Inc. | 0.25% | 9,826 | $238K | Reduce -40.3% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 1,689 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VCIT Vanguard Int-Term Corporate | Reduce -66.7% | 6.04% | −11.87 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -28.5% | 10.61% | −3.57 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.82 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.53 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.35 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.34 |
| KHC The Kraft Heinz Co. | Reduce -48.8% | 0.26% | −0.33 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.32 |
| ETSY Etsy Inc. | Reduce -51.2% | 0.33% | −0.30 |
| SLX Vaneck Steel ETF | Sold out | 0.00% | −0.22 |
| PFE Pfizer Inc. | Reduce -40.3% | 0.25% | −0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -20.8% | 1.72% | −0.18 |
| AAPL Apple Inc. | Reduce -0.4% | 1.94% | −0.17 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -4.9% | 9.96% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.41% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -17.8% | 0.51% | −0.04 |
| C Citigroup Inc. | Reduce -12.9% | 0.32% | +0.01 |
| PAYC Paycom Software Inc. | Reduce -1.0% | 0.37% | +0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -1.8% | 18.15% | +0.40 |
Portfolio Buys Q1 2025 → Q2 2025
| IGSB iShares 1-5Y Inv Grade Corp. | Add +696.8% | 19.36% | +16.95 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.0% | 21.72% | +0.98 |
| COF Capital One Financial Corp. | New | 0.45% | +0.45 |
| NVS Novartis AG-Sponsored ADR | New | 0.21% | +0.21 |
| XYZ Block Inc. | Add +60.3% | 0.42% | +0.21 |
| UPS United Parcel Service Class B | Add +32.1% | 0.45% | +0.08 |
| SBUX Starbucks Corp. | Add +0.1% | 0.34% | −0.02 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.74% | −0.04 |
| PAYX Paychex Inc. | Add +0.1% | 0.97% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $114.3M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q1 2026 | 27 | $101.5M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q4 2025 | 19 | $79.4M | VCSH, IGSB, SCHG, DXJ, AAPL |
| Q3 2025 | 29 | $98.2M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q2 2025 | 28 | $96.2M | VCSH, IGSB, SCHV, VBR, DXJ |
| Q1 2025 | 32 | $96.2M | VCSH, VCIT, SCHV, VBR, DXJ |
| Q4 2024 | 31 | $94.7M | SCHV, VBR, VCSH, VCIT, DXJ |