13F

Investor

JBGlobal.com LLC

CIK 0002051348 · filed 2026-01-06 · SEC filing

13F book

$79.4M

Positions

19

Largest name

29.7%

Vanguard Scottsdale Fds

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard Scottsdale Fds296.1K$23.6M29.7%Held
Ishares Tr375.1K$19.8M25.0%Held
Schwab Strategic Tr562.7K$16.7M21.0%Held
Wisdomtree Tr77.9K$11.2M14.1%Held
Apple Inc.AAPL8.6K$2.34M2.9%Held
Lowes Cos Inc3.23K$778.5K1.0%Held
Paychex IncPAYX6.02K$674.9K0.9%Held
Amazon Com IncAMZN2.77K$639.1K0.8%Held
Automatic Data Processing In1.78K$458.9K0.6%Held
Berkshire Hathaway Inc Del774$389.1K0.5%Held
Microsoft CorpMSFT732$354K0.4%Held
Citigroup Inc2.99K$349K0.4%Held
Schwab Strategic Tr13.1K$344.9K0.4%Held
Paypal Hldgs Inc5.74K$334.8K0.4%Held
Block Inc4.81K$313K0.4%Held
Fiserv IncFISV4.57K$307K0.4%Held
Starbucks CorpSBUX3.61K$304.4K0.4%Held
Vaneck Etf Trust3.41K$289.4K0.4%Held
Novartis Ag1.55K$213.7K0.3%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.