JBGlobal.com LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), JBGlobal.com LLC reported 19 stock positions worth $79.4 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 29.7% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 25.0%) and Schwab US Large-Cap Growth (SCHG, 21.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 14, added to 5 and reduced 8. The biggest buy was a new position in Schwab US Large-Cap Growth (SCHG) and the biggest sale an exit from Schwab US Large-Cap Value (SCHV).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002051348
- Portfolio Value
- $79.4M (Q4 2025)
- SEC Filing
- 0001754960-26-000003 ↗ filed Jan 6, 2026
Holdings Value
Holdings 19 stocks · $79.4M
| VCSH Vanguard S/T Corp. Bond ETF | 29.72% | 296,123 | $23.6M | Add +4.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 24.97% | 375,131 | $19.8M | Add +1.2% |
| SCHG Schwab US Large-Cap Growth | 20.98% | 562,709 | $16.7M | New |
| DXJ Wisdomtree Japan Hedged Eq | 14.15% | 77,939 | $11.2M | Reduce -3.3% |
| AAPL Apple Inc. | 2.94% | 8,595 | $2.3M | Reduce -5.7% |
| LOW Lowe's Cos Inc. | 0.98% | 3,228 | $778K | Add +0.1% |
| PAYX Paychex Inc. | 0.85% | 6,016 | $675K | Reduce -3.8% |
| AMZN Amazon.com Inc. | 0.80% | 2,769 | $639K | Add +3.8% |
| ADP Automatic Data Processing | 0.58% | 1,784 | $459K | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 774 | $389K | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.45% | 732 | $354K | No change |
| C Citigroup Inc. | 0.44% | 2,991 | $349K | Reduce -18.2% |
| SCHB Schwab US Broad Market ETF | 0.43% | 13,148 | $345K | No change |
| PYPL PayPal Holdings Inc. | 0.42% | 5,735 | $335K | Reduce -11.7% |
| XYZ Block Inc. | 0.39% | 4,808 | $313K | Reduce -17.6% |
| FISV Fiserv Inc. | 0.39% | 4,571 | $307K | New |
| SBUX Starbucks Corp. | 0.38% | 3,614 | $304K | Add +0.1% |
| SLX Vaneck Steel ETF | 0.36% | 3,410 | $289K | New |
| NVS Novartis AG-Sponsored ADR | 0.27% | 1,550 | $214K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −17.45 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −9.92 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −5.20 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −1.74 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −1.30 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.71 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.44 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.42 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.31 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.26 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.25 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.25 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.21 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.20 |
| XYZ Block Inc. | Reduce -17.6% | 0.39% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -11.7% | 0.42% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.5% | 0.58% | +0.03 |
| PAYX Paychex Inc. | Reduce -3.8% | 0.85% | +0.04 |
| C Citigroup Inc. | Reduce -18.2% | 0.44% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.49% | +0.09 |
| AAPL Apple Inc. | Reduce -5.7% | 2.94% | +0.58 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -3.3% | 14.15% | +3.64 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHG Schwab US Large-Cap Growth | New | 20.98% | +20.98 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 29.72% | +6.73 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.2% | 24.97% | +4.96 |
| FISV Fiserv Inc. | New | 0.39% | +0.39 |
| SLX Vaneck Steel ETF | New | 0.36% | +0.36 |
| NVS Novartis AG-Sponsored ADR | New | 0.27% | +0.27 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.80% | +0.21 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.98% | +0.15 |
| SBUX Starbucks Corp. | Add +0.1% | 0.38% | +0.07 |
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 |