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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRT VERTIV HOLDINGS CO Industrials 881.0 $295K 0.05% NEW $334.91 -24.4%
62 SIMO SILICON MOTION TECHNOLOGY CO Technology 885.0 $295K 0.05% NEW $333.33 -26.9%
63 XLU SELECT SECTOR SPDR TR 6,241.0 $283K 0.05% NEW $45.34 -5.3%
64 VLUE ISHARES TR 1,407.0 $281K 0.05% NEW $199.82 -0.1%
65 SPGM SPDR INDEX SHS FDS 3,244.0 $278K 0.05% NEW $85.68 +1.9%
66 MAMB NORTHERN LTS FD TR IV 11,469.0 $276K 0.05% NEW $24.05 -0.2%
67 XMMO INVESCO EXCHANGE TRADED FD T 1,598.0 $272K 0.05% NEW $170.19 -8.9%
68 IWS ISHARES TR 1,614.0 $266K 0.05% NEW $164.62 +4.7%
69 SCHD SCHWAB STRATEGIC TR 8,350.0 $265K 0.05% NEW $31.71 +11.1%
70 TOLL TEMA ETF TRUST 6,335.0 $264K 0.05% NEW $41.75 -5.4%
71 AOA ISHARES TR 2,701.0 $264K 0.05% NEW $97.59 +1.0%
72 JMSI J P MORGAN EXCHANGE TRADED F 5,220.0 $263K 0.05% NEW $50.44 -2.1%
73 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,744.0 $262K 0.05% NEW $33.88 +9.4%
74 IDHQ INVESCO EXCH TRADED FD TR II 5,880.0 $257K 0.05% NEW $43.71 +5.0%
75 COPX GLOBAL X FDS 3,284.0 $253K 0.05% NEW $76.98 +23.2%
Page 4 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%