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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEMA J P MORGAN EXCHANGE TRADED F 22,339.0 $1.4M 0.26% NEW $63.88 -4.1%
22 GSIE GOLDMAN SACHS ETF TR 30,326.0 $1.4M 0.25% NEW $45.70 +5.3%
23 VUG VANGUARD INDEX FDS 15,959.0 $1.4M 0.25% NEW $86.14 +0.9%
24 IWF ISHARES TR 10,474.0 $1.3M 0.24% NEW $124.17 -2.5%
25 XLK SELECT SECTOR SPDR TR 6,815.0 $1.3M 0.24% NEW $190.53 -5.5%
26 DELL DELL TECHNOLOGIES INC Technology 2,942.0 $1.3M 0.23% NEW $431.52 +0.3%
27 DARP TIDAL TRUST II 19,146.0 $1.1M 0.21% NEW $59.96 -5.1%
28 RSP INVESCO EXCHANGE TRADED FD T 4,608.0 $980K 0.18% NEW $212.76 +4.3%
29 IWV ISHARES TR 2,236.0 $953K 0.17% NEW $426.40 +2.0%
30 APH AMPHENOL CORP Technology 5,172.0 $912K 0.17% NEW $176.32 -11.8%
31 EWU ISHARES TR 14,720.0 $679K 0.12% NEW $46.14 +6.4%
32 ICVT ISHARES TR 5,438.0 $662K 0.12% NEW $121.75 -5.8%
33 ARM ARM HOLDINGS PLC Technology 1,810.0 $642K 0.12% NEW $354.61 -32.7%
34 J P MORGAN EXCHANGE TRADED F 11,997.0 $607K 0.11% NEW $50.57
35 VB VANGUARD INDEX FDS 1,807.0 $548K 0.10% NEW $303.15 -0.1%
36 MRVL MARVELL TECHNOLOGY INC Technology 1,807.0 $538K 0.10% NEW $297.89 -23.0%
37 DFEV DIMENSIONAL ETF TRUST 12,210.0 $521K 0.10% NEW $42.67 -2.4%
38 BBIN J P MORGAN EXCHANGE TRADED F 6,637.0 $518K 0.10% NEW $78.08 +3.9%
39 AVDV AMERICAN CENTY ETF TR 5,028.0 $518K 0.10% NEW $103.05 +8.5%
40 IVE ISHARES TR 2,282.0 $518K 0.10% NEW $227.02 +4.7%
Page 2 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%