JBGlobal.com LLC
RIA/Wealth • Value
JBGlobal.com LLC is a Value-focused institution based in New York, NY led by James G. Berman, reporting $103.9M in AUM as of Q3 2025 with 90% ETF concentration, 92% concentrated in top 10 holdings, and 23% allocation to VCSH.
Managing PartnerJames G. Berman
- Portfolio Value
- $98.2M
- Positions
- 29
- Top Holding
- VCSH at 22.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JBGlobal.com LLC's portfolio (92.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.6M | 22.99% | +$1.6M Bought | — 282.4K shares | |
ETF ETF | $19.6M | 20.01% | +$924.5K Bought | — 370.5K shares | |
ETF ETF | $17.1M | 17.45% | -$1.2M Sold | — 588.4K shares | |
ETF ETF | $10.3M | 10.51% | -$425.4K Sold | — 80.6K shares | |
ETF ETF | $9.7M | 9.92% | -$1.2M Sold | — 46.7K shares | |
ETF ETF | $5.1M | 5.20% | -$793.8K Sold | — 60.7K shares | |
Consumer Electronics Technology | $2.3M | 2.36% | +$254.6 Bought | 0.00% 9.1K shares | |
ETF ETF | $1.7M | 1.74% | — | — 21.9K shares | |
ETF ETF | $1.3M | 1.30% | -$490.9K Sold | — 18.9K shares | |
Home Improvement Consumer Cyclical | $810.8K | 0.83% | +$251.3 Bought | 0.00% 3.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JBGlobal.com LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+7.4% | |
+4.94% | |
+0.08% | |
+0.05% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-31.15% | |
-27.8% | |
-13.46% | |
-10.91% |
Analytics
Portfolio insights and performance metrics for JBGlobal.com LLC
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