JBGlobal.com LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), JBGlobal.com LLC reported 29 stock positions worth $98.2 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 23.0% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 20.0%) and Schwab US Large-Cap Value (SCHV, 17.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 8 and reduced 13. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +7%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002051348
- Portfolio Value
- $98.2M (Q3 2025)
- SEC Filing
- 0001754960-25-000634 ↗ filed Oct 6, 2025
Holdings Value
Holdings 29 stocks · $98.2M
| VCSH Vanguard S/T Corp. Bond ETF | 22.99% | 282,400 | $22.6M | Add +7.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 20.01% | 370,523 | $19.6M | Add +4.9% |
| SCHV Schwab US Large-Cap Value | 17.45% | 588,401 | $17.1M | Reduce -6.8% |
| DXJ Wisdomtree Japan Hedged Eq | 10.51% | 80,578 | $10.3M | Reduce -4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 9.92% | 46,661 | $9.7M | Reduce -10.9% |
| VCIT Vanguard Int-Term Corporate | 5.20% | 60,691 | $5.1M | Reduce -13.5% |
| AAPL Apple Inc. | 2.36% | 9,116 | $2.3M | Add +0.0% |
| XLP SS Consumer Staples Sel Sect | 1.74% | 21,850 | $1.7M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.30% | 18,886 | $1.3M | Reduce -27.8% |
| LOW Lowe's Cos Inc. | 0.83% | 3,226 | $811K | Add +0.0% |
| PAYX Paychex Inc. | 0.81% | 6,253 | $793K | Reduce -2.8% |
| XLF SS Financial Select Sector | 0.71% | 12,921 | $696K | No change |
| AMZN Amazon.com Inc. | 0.60% | 2,669 | $586K | No change |
| ADP Automatic Data Processing | 0.55% | 1,829 | $537K | Reduce -1.8% |
| PYPL PayPal Holdings Inc. | 0.44% | 6,497 | $436K | Reduce -2.1% |
| COF Capital One Financial Corp. | 0.44% | 2,034 | $432K | Add +0.1% |
| XYZ Block Inc. | 0.43% | 5,834 | $422K | Reduce -2.4% |
| ETSY Etsy Inc. | 0.42% | 6,152 | $408K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 781 | $393K | Reduce -3.3% |
| MSFT Microsoft Corp. | 0.39% | 732 | $379K | No change |
| C Citigroup Inc. | 0.38% | 3,657 | $371K | No change |
| SCHB Schwab US Broad Market ETF | 0.34% | 13,148 | $338K | No change |
| SBUX Starbucks Corp. | 0.31% | 3,611 | $305K | Add +0.1% |
| PAYC Paycom Software Inc. | 0.31% | 1,445 | $301K | Reduce -5.2% |
| PFE Pfizer Inc. | 0.26% | 9,827 | $250K | Add +0.0% |
| KHC The Kraft Heinz Co. | 0.25% | 9,551 | $249K | Add +0.1% |
| UPS United Parcel Service Class B | 0.25% | 2,926 | $244K | Reduce -31.1% |
| HD Home Depot Inc. | 0.21% | 500 | $203K | New |
| UNH Unitedhealth Group Inc. | 0.20% | 582 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VCIT Vanguard Int-Term Corporate | Reduce -13.5% | 5.20% | −0.84 |
| SCHV Schwab US Large-Cap Value | Reduce -6.8% | 17.45% | −0.70 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.9% | 9.92% | −0.69 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -27.8% | 1.30% | −0.42 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.21 |
| UPS United Parcel Service Class B | Reduce -31.1% | 0.25% | −0.20 |
| PAYX Paychex Inc. | Reduce -2.8% | 0.81% | −0.16 |
| PYPL PayPal Holdings Inc. | Reduce -2.1% | 0.44% | −0.07 |
| PAYC Paycom Software Inc. | Reduce -5.2% | 0.31% | −0.06 |
| ADP Automatic Data Processing | Reduce -1.8% | 0.55% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.40% | −0.01 |
| XYZ Block Inc. | Reduce -2.4% | 0.43% | +0.01 |
| ETSY Etsy Inc. | Reduce -1.7% | 0.42% | +0.09 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -4.0% | 10.51% | +0.54 |
Portfolio Buys Q2 2025 → Q3 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.4% | 22.99% | +1.27 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.9% | 20.01% | +0.65 |
| AAPL Apple Inc. | Add +0.0% | 2.36% | +0.42 |
| HD Home Depot Inc. | New | 0.21% | +0.21 |
| UNH Unitedhealth Group Inc. | New | 0.20% | +0.20 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.83% | +0.08 |
| PFE Pfizer Inc. | Add +0.0% | 0.26% | +0.01 |
| KHC The Kraft Heinz Co. | Add +0.1% | 0.25% | −0.00 |
| COF Capital One Financial Corp. | Add +0.1% | 0.44% | −0.01 |
| SBUX Starbucks Corp. | Add +0.1% | 0.31% | −0.03 |
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 |