Fund HoldingsTBH Global Asset Management, LLC

Total Portfolio Value
$496.53M
Total Bought
$131.19M
Total Sold
$243.29M
Net Transaction
-$112.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR038,085+38,085024,9815.03%+24,981
ALPHABET INC(GOOG)037,339+37,339010,7112.16%+10,711
VANGUARD WHITEHALL FDS070,433+70,433010,4312.10%+10,431
VANGUARD INDEX FDS042,457+42,45708,3301.68%+8,330
ISHARES TR055,037+55,03706,8421.38%+6,842
VANECK ETF TRUST
GOLD MINERS ETF
054,305+54,30504,9841.00%+4,984
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
087,010+87,01004,9320.99%+4,932
ISHARES TR
CORE MSCI TOTAL
056,507+56,50704,8960.99%+4,896
J P MORGAN EXCHANGE TRADED F
INCOME ETF
085,998+85,99803,9620.80%+3,962
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
043,212+43,21203,6530.74%+3,653
FIDELITY COVINGTON TRUST089,300+89,30003,2410.65%+3,241
SPDR INDEX SHS FDS
ST STR PO EX ETF
066,442+66,44203,0330.61%+3,033
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
051,274+51,27402,8470.57%+2,847
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
032,678+32,67802,4750.50%+2,475
AMPLIFY ETF TR058,522+58,52202,3680.48%+2,368
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
44,94892,435+47,4872,1284,3500.88%+2,222
EXXON MOBIL CORP50,97949,019-1,9606,1358,3171.67%+2,182
ISHARES TR013,404+13,40401,7170.35%+1,717
ISHARES TR024,528+24,52801,6560.33%+1,656
ISHARES TR011,160+11,16001,5900.32%+1,590
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
018,514+18,51401,5320.31%+1,532
GOLDMAN SACHS ETF TR035,166+35,16601,5190.31%+1,519
VANGUARD INDEX FDS02,785+2,78501,2160.24%+1,216
ISHARES TR02,646+2,64601,1280.23%+1,128
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
020,768+20,76801,0810.22%+1,081
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,808+6,80809050.18%+905
PHILLIPS 66(PSX)016,185+16,18502,9490.59%+2,949
AMERICAN CENTY ETF TR08,228+8,22808480.17%+848
ISHARES TR02,236+2,23608290.17%+829
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,122+4,12207910.16%+791
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
021,226+21,22607590.15%+759
ISHARES TR
MSCI UK ETF NEW
015,896+15,89607240.15%+724
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
012,987+12,98706570.13%+657
AMPHENOL CORP04,972+4,97206280.13%+628
PIMCO ETF TR
MTG BKD SECS ACT
011,979+11,97906210.13%+621
QUANTA SVCS INC04,889+4,88902,6840.54%+2,684
ISHARES TR
MSCI INTL MOMENT
012,063+12,06305780.12%+578
ISHARES TR02,282+2,28204820.10%+482
DELL TECHNOLOGIES INC(DELL)02,924+2,92404800.10%+480
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
06,551+6,55104790.10%+479
JOHNSON & JOHNSON(JNJ)015,702+15,70203,8380.77%+3,838
VANGUARD INDEX FDS01,759+1,75904610.09%+461
PINNACLE FINL PARTNERS INC(PNFP)05,337+5,33704600.09%+460
ISHARES INC06,370+6,37007610.15%+761
ISHARES TR04,199+4,19904080.08%+408
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
08,727+8,72704000.08%+400
SPDR SERIES TRUST
ST PORT HIGH ETF
016,885+16,88503940.08%+394
SPDR GOLD TR(GLD)06,169+6,16902,6550.53%+2,655
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
013,668+13,66806850.14%+685
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
03,468+3,46803360.07%+336
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,945+2,94503270.07%+327
VANGUARD INDEX FDS01,083+1,08303110.06%+311
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
04,721+4,72103070.06%+307
WALMART INC(WMT)45,34943,105-2,2445,0525,3571.08%+305
ISHARES TR0852+85203040.06%+304
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
04,461+4,46103030.06%+303
AEROVIRONMENT INC01,655+1,65503030.06%+303
CHEVRON CORPORATION(CVX)07,186+7,18601,4870.30%+1,487
CIENA CORP(CIEN)0658+65802940.06%+294
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,385+6,38502930.06%+293
SCHWAB STRATEGIC TR07,501+7,50102870.06%+287
FIDELITY COVINGTON TRUST
ENHANCED LARGE
08,191+8,19102860.06%+286
MARATHON PETE CORP(MPC)01,162+1,16202840.06%+284
GE VERNOVA INC(GEV)01,707+1,70701,4900.30%+1,490
ISHARES TR0845+84502650.05%+265
ISHARES TR01,351+1,35102560.05%+256
SCHWAB STRATEGIC TR08,336+8,33602560.05%+256
BLACKROCK ETF TRUST II050,097+50,09702,6020.52%+2,602
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
13,77119,100+5,3297279560.19%+229
VANGUARD INDEX FDS03,765+3,76502,2500.45%+2,250
ISHARES TR
0-5YR HI YL CP
013,243+13,24305600.11%+560
VALERO ENERGY CORP(VLO)02,208+2,20805460.11%+546
VANGUARD MUN BD FDS095,982+95,98204,7890.96%+4,789
FEDEX CORP(FDX)04,173+4,17301,4860.30%+1,486
ENTERPRISE PRODS PARTNERS L(EPD)023,688+23,68808960.18%+896
BOEING CO(BA)1,4392,245+8063134470.09%+134
IRON MTN INC DEL(IRM)07,070+7,07007220.15%+722
ANALOG DEVICES INC(ADI)03,000+3,00009540.19%+954
NORTHROP GRUMMAN CORP(NOC)01,387+1,38709460.19%+946
VERIZON COMMUNICATIONS INC(VZ)025,846+25,84601,2970.26%+1,297
DEERE & CO(DE)01,189+1,18906700.13%+670
CHENIERE ENERGY INC(LNG)01,288+1,28803650.07%+365
WHEATON PRECIOUS METALS CORP(WPM)05,931+5,93107770.16%+777
AURA BIOSCIENCES INC060,322+60,32204040.08%+404
CONSTELLATION BRANDS INC(STZ)07,402+7,40201,1100.22%+1,110
TAIWAN SEMICONDUCTOR MANUFAC(TSM)03,171+3,17101,0720.22%+1,072
PHILIP MORRIS INTL INC(PM)06,173+6,17301,0210.21%+1,021
CME GROUP INC(CME)03,150+3,15009300.19%+930
WEC ENERGY GROUP INC(WEC)05,834+5,83406750.14%+675
SOUTHERN CO(SO)05,262+5,26205080.10%+508
DUKE ENERGY CORP NEW(DUK)04,355+4,35505700.11%+570
MICRON TECHNOLOGY INC(MU)2,6492,376-2737568030.16%+47
ABRDN SILVER ETF TRUST11,45511,45507758200.17%+45
KINDER MORGAN INC DEL(KMI)09,118+9,11803060.06%+306
COLGATE PALMOLIVE CO(CL)07,768+7,76806620.13%+662
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
84,32984,643+3144,5604,6030.93%+43
ANHEUSER BUSCH INBEV SA NV(BUD)08,039+8,03905580.11%+558
INTEL CORP(INTC)08,055+8,05503550.07%+355
MARSH & MCLENNAN COS INC(MRSH)04,887+4,88708480.17%+848
ISHARES SILVER TR(SLV)06,775+6,77504620.09%+462
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