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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JBBB JANUS DETROIT STR TR 10,301.0 $488K 0.09% NEW $47.35 +0.4%
42 GPIQ GOLDMAN SACHS ETF TR 7,694.0 $456K 0.08% NEW $59.31 -5.3%
43 IWR ISHARES TR 4,045.0 $446K 0.08% NEW $110.33 +2.4%
44 SPACE EXPLORATION TECHN CORP 2,607.0 $445K 0.08% NEW $170.84
45 IWB ISHARES TR 1,086.0 $445K 0.08% NEW $409.53 +2.2%
46 SPHY SPDR SERIES TRUST 18,736.0 $439K 0.08% NEW $23.44 -0.6%
47 JMOM J P MORGAN EXCHANGE TRADED F 5,010.0 $428K 0.08% NEW $85.46 -3.7%
48 BBHY J P MORGAN EXCHANGE TRADED F 8,773.0 $404K 0.07% NEW $46.09 -0.6%
49 FBT FIRST TR EXCHANGE-TRADED FD 1,610.0 $399K 0.07% NEW $247.93 +8.5%
50 HUM HUMANA INC Healthcare 945.0 $376K 0.07% NEW $397.42 -2.7%
51 VXUS VANGUARD STAR FDS 4,231.0 $362K 0.07% NEW $85.49 +2.0%
52 IWO ISHARES TR 845.0 $333K 0.06% NEW $393.96 -2.7%
53 XLC SELECT SECTOR SPDR TR 3,077.0 $330K 0.06% NEW $107.12 +4.9%
54 FELV FIDELITY COVINGTON TRUST 8,220.0 $330K 0.06% NEW $40.09 +6.9%
55 PINNACLE FINL PARTNERS INC 3,252.0 $328K 0.06% NEW $100.89
56 VO VANGUARD INDEX FDS 4,058.0 $327K 0.06% NEW $80.57 +2.8%
57 FEDEX FGHT HLDG CO INC 2,081.0 $314K 0.06% NEW $151.00
58 PFXF VANECK ETF TRUST 17,441.0 $311K 0.06% NEW $17.84 +0.3%
59 MPC MARATHON PETE CORP Energy 1,162.0 $297K 0.05% NEW $255.76 +41.7%
60 FYC FIRST TR EXCHANGE-TRADED ALP 2,320.0 $295K 0.05% NEW $127.32 -4.9%
Page 3 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%