JBGlobal.com LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 7, 2026), JBGlobal.com LLC reported 27 stock positions worth $101.5 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 24.0% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 19.8%) and Schwab US Large-Cap Value (SCHV, 16.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 3, added to 7 and reduced 3. The biggest buy was a new position in Schwab US Large-Cap Value (SCHV) and the biggest sale an exit from Schwab US Large-Cap Growth (SCHG).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002051348
Portfolio Value
$101.5M (Q1 2026)
SEC Filing
0001754960-26-000198 ↗ filed Apr 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 $101.5M Q1 2026 Q2 2026: $114.3M Q2 2026

Holdings 27 stocks · $101.5M

VCSH Vanguard S/T Corp. Bond ETF 24.03% 307,799 $24.4M Add +3.9%
IGSB iShares 1-5Y Inv Grade Corp. 19.84% 383,342 $20.1M Add +2.2%
SCHV Schwab US Large-Cap Value 16.92% 563,413 $17.2M New
DXJ Wisdomtree Japan Hedged Eq 12.04% 77,126 $12.2M Reduce -1.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 9.17% 42,873 $9.3M New
VCIT Vanguard Int-Term Corporate 4.70% 57,690 $4.8M New
AAPL Apple Inc. 2.15% 8,595 $2.2M No change
XLP SS Consumer Staples Sel Sect 1.76% 21,850 $1.8M New
GOOGL Alphabet Inc. Class A 1.43% 5,037 $1.4M New
EMXC iShares MSCI Emr MRK Ex Chna 1.20% 15,500 $1.2M New
LOW Lowe's Cos Inc. 0.75% 3,229 $763K Add +0.0%
GDX Vaneck Gold Miners ETF 0.74% 8,178 $750K New
XLF SS Financial Select Sector 0.63% 12,921 $638K New
AMZN Amazon.com Inc. 0.57% 2,769 $577K No change
PAYX Paychex Inc. 0.55% 6,024 $555K Add +0.1%
COF Capital One Financial Corp. 0.37% 2,037 $372K New
BRK.B Berkshire Hathaway Inc. Class B 0.37% 774 $371K No change
ADP Automatic Data Processing 0.36% 1,785 $363K Add +0.1%
SCHB Schwab US Broad Market ETF 0.33% 13,148 $330K No change
SBUX Starbucks Corp. 0.32% 3,617 $324K Add +0.1%
XYZ Block Inc. 0.27% 4,638 $279K Reduce -3.5%
MSFT Microsoft Corp. 0.27% 732 $271K No change
GOOG Alphabet Inc. Class C 0.26% 920 $264K New
FISV Fiserv Inc. 0.26% 4,717 $263K Add +3.2%
ETSY Etsy Inc. 0.25% 5,137 $257K New
C Citigroup Inc. 0.24% 2,105 $239K Reduce -29.6%
NVS Novartis AG-Sponsored ADR 0.23% 1,550 $237K No change

Portfolio Sells Q4 2025 → Q1 2026

SCHG Schwab US Large-Cap Growth Sold out 0.00% −20.98
DXJ Wisdomtree Japan Hedged Eq Reduce -1.0% 12.04% −2.10
PYPL PayPal Holdings Inc. Sold out 0.00% −0.42
SLX Vaneck Steel ETF Sold out 0.00% −0.36
C Citigroup Inc. Reduce -29.6% 0.24% −0.20
XYZ Block Inc. Reduce -3.5% 0.27% −0.12

Portfolio Buys Q4 2025 → Q1 2026

SCHV Schwab US Large-Cap Value New 16.92% +16.92
VBR Vngrd Mrngst SL-CP Val ETF-U New 9.17% +9.17
VCIT Vanguard Int-Term Corporate New 4.70% +4.70
XLP SS Consumer Staples Sel Sect New 1.76% +1.76
GOOGL Alphabet Inc. Class A New 1.43% +1.43
EMXC iShares MSCI Emr MRK Ex Chna New 1.20% +1.20
GDX Vaneck Gold Miners ETF New 0.74% +0.74
XLF SS Financial Select Sector New 0.63% +0.63
COF Capital One Financial Corp. New 0.37% +0.37
GOOG Alphabet Inc. Class C New 0.26% +0.26
ETSY Etsy Inc. New 0.25% +0.25
SBUX Starbucks Corp. Add +0.1% 0.32% −0.06
FISV Fiserv Inc. Add +3.2% 0.26% −0.13
ADP Automatic Data Processing Add +0.1% 0.36% −0.22
LOW Lowe's Cos Inc. Add +0.0% 0.75% −0.23
PAYX Paychex Inc. Add +0.1% 0.55% −0.30
IGSB iShares 1-5Y Inv Grade Corp. Add +2.2% 19.84% −5.13
VCSH Vanguard S/T Corp. Bond ETF Add +3.9% 24.03% −5.70

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