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Portfolio (Quarterly) Guide ↗

TBH Global Asset Management, LLC

· CIK 0001787125
13F Portfolio $546M AUM 263 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 75 New 31 Added 136 Reduced 50 Exited
Page 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 40,073.0 $30.0M 5.50% NEW $748.89 +2.7%
2 GOOG ALPHABET INC 35,525.0 $12.6M 2.30% NEW $353.33
3 VYM VANGUARD WHITEHALL FDS 63,785.0 $10.1M 1.85% NEW $158.03 +4.4%
4 VTV VANGUARD INDEX FDS 41,930.0 $9.1M 1.67% NEW $217.93 +3.9%
5 IJR ISHARES TR 52,059.0 $7.7M 1.41% NEW $148.31 -0.7%
6 JEPI J P MORGAN EXCHANGE TRADED F 89,894.0 $5.1M 0.93% NEW $56.48 +2.5%
7 IXUS ISHARES TR 51,160.0 $4.9M 0.89% NEW $95.44 +2.6%
8 JGRO J P MORGAN EXCHANGE TRADED F 44,476.0 $4.4M 0.80% NEW $98.59 -4.4%
9 GDX VANECK ETF TRUST 53,957.0 $4.1M 0.75% NEW $75.45 +36.3%
10 JPIE J P MORGAN EXCHANGE TRADED F 87,121.0 $4.0M 0.73% NEW $46.05 -0.4%
11 FELC FIDELITY COVINGTON TRUST 85,609.0 $3.6M 0.66% NEW $41.91 +3.7%
12 SPDW SPDR INDEX SHS FDS 66,500.0 $3.4M 0.61% NEW $50.39 +3.2%
13 JEPQ J P MORGAN EXCHANGE TRADED F 51,305.0 $3.2M 0.58% NEW $61.46 -2.6%
14 JIRE J P MORGAN EXCHANGE TRADED F 32,608.0 $2.7M 0.49% NEW $82.49 +3.4%
15 IWP ISHARES TR 13,404.0 $2.0M 0.36% NEW $146.41 -1.9%
16 ITOT ISHARES TR 11,354.0 $1.9M 0.34% NEW $164.26 +2.3%
17 IJH ISHARES TR 23,789.0 $1.8M 0.34% NEW $77.11 -0.4%
18 PIMCO ETF TR 36,401.0 $1.8M 0.33% NEW $49.38
19 LQDI ISHARES U S ETF TR 59,532.0 $1.6M 0.29% NEW $26.28 -2.1%
20 VCIT VANGUARD SCOTTSDALE FDS 18,511.0 $1.5M 0.28% NEW $82.65 -1.9%
Page 1 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 16.1%
Communication Services 10.5%
Healthcare 7.6%
Consumer Defensive 7.6%
Industrials 6.9%
Consumer Cyclical 6.6%
Energy 4.9%
Real Estate 1.9%
Utilities 1.6%