TBH Global Asset Management, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$599.3M

Holdings

238

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (238 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	243,368	$66.2M	11.04%
2	GOOGLALPHABET INC	113,694	$35.6M	5.95%
3	IVWISHARES TR	42,741	$27.7M	4.62%
4	JMUBJ P MORGAN EXCHANGE TRADED F	352,676	$23.7M	3.95%
5	BRK/BBERKSHIRE HATHAWAY INC DEL	38,676	$19.4M	3.24%
6	DGROISHARES TR	222,769	$15.5M	2.58%
7	AMZNAMAZON COM INC	61,215	$14.1M	2.36%
8	MSFTMICROSOFT CORP	29,158	$14.1M	2.35%
9	VYMIVANGUARD WHITEHALL FDS	89,858	$11.9M	1.99%
10	MAMASTERCARD INCORPORATED	19,975	$11.4M	1.90%
11	IJTISHARES TR	117,301	$11.2M	1.87%
12	METAMETA PLATFORMS INC	16,937	$11.2M	1.87%
13	VVVANGUARD INDEX FDS	53,552	$11.1M	1.85%
14	IYWISHARES TR	89,590	$10.0M	1.67%
15	AGGISHARES TR	78,893	$7.9M	1.31%
16	IAU*ISHARES GOLD TR	87,178	$7.1M	1.18%
17	DIVOAMPLIFY ETF TR	162,800	$6.9M	1.15%
18	FYEEFIDELITY GREENWOOD STREET TR	220,339	$6.3M	1.05%
19	XOMEXXON MOBIL CORP	50,979	$6.1M	1.02%
20	NDQINVESCO QQQ TR	9,488	$5.8M	0.97%
21	GDXJVANECK ETF TRUST	62,950	$5.6M	0.94%
22	EVMOMORGAN STANLEY ETF TRUST	104,983	$5.3M	0.89%
23	WMTWALMART INC	45,349	$5.1M	0.84%
24	FENYFIDELITY COVINGTON TRUST	130,600	$4.9M	0.82%
25	JPMJPMORGAN CHASE & CO.	15,294	$4.9M	0.82%
26	FTECFIDELITY COVINGTON TRUST	21,596	$4.9M	0.81%
27	NVDANVIDIA CORPORATION	25,506	$4.8M	0.79%
28	COSTCOSTCO WHSL CORP NEW	5,406	$4.7M	0.78%
29	VTEBVANGUARD MUN BD FDS	91,743	$4.6M	0.77%
30	JPINJ P MORGAN EXCHANGE TRADED F	98,804	$4.6M	0.77%
31	JBNDJ P MORGAN EXCHANGE TRADED F	84,329	$4.6M	0.76%
32	VVISA INC	12,926	$4.5M	0.76%
33	RDVYFIRST TR EXCHANGE TRADED FD	61,363	$4.3M	0.71%
34	SHVISHARES TR	34,184	$3.8M	0.63%
35	IEMGISHARES INC	53,843	$3.6M	0.60%
36	HCAHCA HEALTHCARE INC	7,743	$3.6M	0.60%
37	SPEMSPDR INDEX SHS FDS	81,095	$3.6M	0.60%
38	VIGVANGUARD SPECIALIZED FUNDS	15,863	$3.5M	0.58%
39	JNJJOHNSON & JOHNSON	16,301	$3.4M	0.56%
40	PANWPALO ALTO NETWORKS INC	17,674	$3.3M	0.54%
41	SPYSPDR S&P 500 ETF TR	4,757	$3.2M	0.54%
42	CITHE CIGNA GROUP	11,468	$3.2M	0.53%
43	LMBSFIRST TR EXCHANGE-TRADED FD	63,094	$3.2M	0.53%
44	NFLXNETFLIX INC	33,496	$3.1M	0.52%
45	KOCOCA COLA CO	43,531	$3.0M	0.51%
46	LLYELI LILLY & CO	2,732	$2.9M	0.49%
47	RTXRTX CORPORATION	15,585	$2.9M	0.48%
48	GSGOLDMAN SACHS GROUP INC	3,132	$2.8M	0.46%
49	IVLUISHARES TR	24,135	$2.7M	0.45%
50	IWMISHARES TR	7,705	$2.6M	0.43%
51	AVGOBROADCOM INC	7,309	$2.5M	0.42%
52	GHCGRAHAM HLDGS CO	2,270	$2.5M	0.42%
53	FT2FIRST HORIZON CORPORATION	102,161	$2.4M	0.41%
54	DISDISNEY WALT CO	21,289	$2.4M	0.40%
55	TSLATESLA INC	5,382	$2.4M	0.40%
56	COPCONOCOPHILLIPS	25,661	$2.4M	0.40%
57	BINCBLACKROCK ETF TRUST II	44,900	$2.4M	0.40%
58	VPLVANGUARD INTL EQUITY INDEX F	25,645	$2.3M	0.39%
59	GQ9SPDR GOLD TR	5,769	$2.3M	0.38%
60	VTIVANGUARD INDEX FDS	6,686	$2.2M	0.37%
61	PLTRPALANTIR TECHNOLOGIES INC	12,605	$2.2M	0.37%
62	VWOVANGUARD INTL EQUITY INDEX F	41,562	$2.2M	0.37%
63	FMDEFIDELITY COVINGTON TRUST	56,880	$2.1M	0.36%
64	JCPBJ P MORGAN EXCHANGE TRADED F	44,948	$2.1M	0.36%
65	PSXPHILLIPS 66	16,115	$2.1M	0.35%
66	PWRQUANTA SVCS INC	4,903	$2.1M	0.35%
67	VOOVANGUARD INDEX FDS	3,230	$2.0M	0.34%
68	ABBVABBVIE INC	8,350	$1.9M	0.32%
69	MUBISHARES TR	17,803	$1.9M	0.32%
70	IBMINTERNATIONAL BUSINESS MACHS	6,390	$1.9M	0.32%
71	DGDOLLAR GEN CORP NEW	14,089	$1.9M	0.31%
72	ORCLORACLE CORP	9,401	$1.8M	0.31%
73	VRSKVERISK ANALYTICS INC	8,096	$1.8M	0.30%
74	PGPROCTER AND GAMBLE CO	12,170	$1.7M	0.29%
75	TOSTTOAST INC	47,107	$1.7M	0.28%
76	VIGIVANGUARD WHITEHALL FDS	17,621	$1.6M	0.27%
77	VCSHVANGUARD SCOTTSDALE FDS	19,181	$1.6M	0.27%
78	QQQMINVESCO EXCH TRADED FD TR II	6,287	$1.6M	0.27%
79	XLYSELECT SECTOR SPDR TR	19,831	$1.6M	0.26%
80	BXBLACKSTONE INC	10,025	$1.5M	0.26%
81	VMIVALMONT INDS INC	3,785	$1.5M	0.25%
82	ZTSZOETIS INC	11,134	$1.4M	0.23%
83	SEIVSEI EXCHANGE TRADED FUNDS	33,592	$1.4M	0.23%
84	WFCWELLS FARGO CO NEW	14,705	$1.4M	0.23%
85	FDXFEDEX CORP	4,630	$1.3M	0.22%
86	JNKSPDR SERIES TRUST	13,574	$1.3M	0.22%
87	VDCVANGUARD WORLD FD	6,237	$1.3M	0.22%
88	NHINATIONAL HEALTH INVS INC	17,236	$1.3M	0.22%
89	EFVISHARES TR	17,480	$1.3M	0.21%
90	GEVGE VERNOVA INC	1,862	$1.2M	0.20%
91	CVXCHEVRON CORP NEW	7,778	$1.2M	0.20%
92	LINLINDE PLC	2,772	$1.2M	0.20%
93	BACVERIZON COMMUNICATIONS INC	29,006	$1.2M	0.20%
94	SNOWSNOWFLAKE INC	5,359	$1.2M	0.20%
95	COLDAMERICOLD REALTY TRUST INC	90,400	$1.2M	0.19%
96	VTVANGUARD INTL EQUITY INDEX F	8,227	$1.2M	0.19%
97	USMVISHARES TR	12,191	$1.1M	0.19%
98	TLHISHARES TR	11,106	$1.1M	0.19%
99	GDGENERAL DYNAMICS CORP	3,298	$1.1M	0.19%
100	CRMSALESFORCE INC	3,979	$1.1M	0.18%

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