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Portfolio (Quarterly) Guide ↗

TBH Global Asset Management, LLC

· CIK 0001787125
13F Portfolio $599M AUM 238 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 122 Added 43 Reduced 54 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 VO VANGUARD INDEX FDS 1,098 $322K 0.06% SOLD
42 SCHD SCHWAB STRATEGIC TR 10,853 $296K 0.06% SOLD
43 ALVO ALVOTECH Healthcare 35,500 $291K 0.06% SOLD
44 SPOT SPOTIFY TECHNOLOGY S A Communication Services 395 $276K 0.05% SOLD
45 MPC MARATHON PETE CORP Energy 1,419 $273K 0.05% SOLD
46 SE SEA LTD Consumer Cyclical 1,528 $273K 0.05% SOLD
47 FELV FIDELITY COVINGTON TRUST 8,120 $272K 0.05% SOLD
48 ARDT ARDENT HEALTH INC Healthcare 20,000 $265K 0.05% SOLD
49 JMOM J P MORGAN EXCHANGE TRADED F 3,843 $261K 0.05% SOLD
50 IWB ISHARES TR 708 $259K 0.05% SOLD
51 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 21,608 $254K 0.05% SOLD
52 SMMV ISHARES TR 5,882 $253K 0.05% SOLD
53 LMT LOCKHEED MARTIN CORP Industrials 507 $253K 0.05% SOLD
54 AVAV AEROVIRONMENT INC Industrials 803 $253K 0.05% SOLD
Page 3 of 3  ·  54 positions
Sector Allocation
Technology 32.9%
Financial Services 17.7%
Communication Services 16.6%
Consumer Cyclical 7.1%
Consumer Defensive 6.8%
Healthcare 6.4%
Industrials 5.2%
Energy 4.1%
Real Estate 1.5%
Utilities 1.1%