Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TBH Global Asset Management, LLC (CIK 1787125) reported $496.5M across 244 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($53.3M, 10.73%), IVV ($25.0M, 5.03%), DGRO ($14.9M, 3.00%), BRK/B ($13.9M, 2.80%), GOOGL ($13.7M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $53.3M | 10.73% | 209,897 | Trimmed |
| 2 | IVV | ISHARES TR | $25.0M | 5.03% | 38,085 | New |
| 3 | DGRO | ISHARES TR | $14.9M | 3.00% | 212,261 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.9M | 2.80% | 28,977 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $13.7M | 2.76% | 47,680 | Trimmed |
| 6 | GOOG | ALPHABET INC | $10.7M | 2.16% | 37,339 | New |
| 7 | VYM | VANGUARD WHITEHALL FDS | $10.4M | 2.10% | 70,433 | New |
| 8 | AMZN | AMAZON COM INC | $9.6M | 1.94% | 46,157 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $9.1M | 1.83% | 18,219 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $8.3M | 1.68% | 42,457 | New |
| 11 | XOM | EXXON MOBIL CORP | $8.3M | 1.67% | 49,019 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $8.2M | 1.65% | 22,199 | Trimmed |
| 13 | META | META PLATFORMS INC | $7.1M | 1.44% | 12,476 | Trimmed |
| 14 | IJR | ISHARES TR | $6.8M | 1.38% | 55,037 | New |
| 15 | AGG | ISHARES TR | $6.3M | 1.28% | 63,904 | Trimmed |
| 16 | WMT | WALMART INC | $5.4M | 1.08% | 43,105 | Trimmed |
| 17 | CVIE | MORGAN STANLEY ETF TRUST | $5.3M | 1.07% | 106,521 | Added |
| 18 | GDX | VANECK ETF TRUST | $5.0M | 1.00% | 54,305 | New |
| 19 | IXUS | ISHARES TR | $4.9M | 0.99% | 56,507 | New |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.9M | 0.99% | 87,010 | New |
| 21 | VTEB | VANGUARD MUN BD FDS | $4.8M | 0.96% | 95,982 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $4.7M | 0.94% | 4,699 | Trimmed |
| 23 | JBND | J P MORGAN EXCHANGE TRADED F | $4.6M | 0.93% | 84,643 | Added |
| 24 | QQQ | INVESCO QQQ TR | $4.5M | 0.91% | 7,803 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $4.5M | 0.90% | 15,186 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31