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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 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 53,552.0 $11.1M 1.85% NEW $206.99 +63.0%
2 FENY FIDELITY COVINGTON TRUST 130,600.0 $4.9M 0.82% NEW $37.85 -10.0%
3 JPIN J P MORGAN EXCHANGE TRADED F 98,804.0 $4.6M 0.77% NEW $46.52 +57.6%
4 JBND J P MORGAN EXCHANGE TRADED F 84,329.0 $4.6M 0.76% NEW $54.07 -2.4%
5 SPEM SPDR INDEX SHS FDS 81,095.0 $3.6M 0.60% NEW $44.41 +13.5%
6 IVLU ISHARES TR 24,135.0 $2.7M 0.45% NEW $112.48 -62.7%
7 VCSH VANGUARD SCOTTSDALE FDS 19,181.0 $1.6M 0.27% NEW $83.73 -6.1%
8 SEIV SEI EXCHANGE TRADED FUNDS 33,592.0 $1.4M 0.23% NEW $41.50 +9.0%
9 COLD AMERICOLD REALTY TRUST INC Real Estate 90,400.0 $1.2M 0.19% NEW $12.86 +12.7%
10 J P MORGAN EXCHANGE TRADED F 19,190.0 $1.0M 0.17% NEW $52.57
11 BBMC J P MORGAN EXCHANGE TRADED F 15,284.0 $941K 0.16% NEW $61.57 +89.5%
12 BND VANGUARD BD INDEX FDS 10,996.0 $814K 0.14% NEW $74.07 -2.2%
13 EWUS ISHARES TR 17,174.0 $755K 0.13% NEW $43.95 -5.6%
14 SHY ISHARES TR 9,055.0 $750K 0.12% NEW $82.82 -0.9%
15 GPIX GOLDMAN SACHS ETF TR 13,771.0 $727K 0.12% NEW $52.81 +3.6%
16 FNDX SCHWAB STRATEGIC TR 18,213.0 $687K 0.12% NEW $37.75 -19.8%
17 RSPH INVESCO EXCHANGE TRADED FD T 4,559.0 $532K 0.09% NEW $116.67 -73.8%
18 HDEF DBX ETF TR 17,076.0 $529K 0.09% NEW $30.99 +7.0%
19 VTIP VANGUARD MALVERN FDS 10,680.0 $528K 0.09% NEW $49.46 +1.7%
20 VBR VANGUARD INDEX FDS 1,985.0 $507K 0.09% NEW $255.32 -11.5%
Page 1 of 3  ·  46 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 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%