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Holders — by stockHoldings — by fund

TBH Global Asset Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1787125

$545.9M

disclosed book value

263

positions

11%

largest position share

Positions, as of 2026-06-30

top 100 of 263 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC207,948$60.2M11%
2IVVISHARES TR40,073$30.0M5.5%
3GOOGLALPHABET INC47,861$17.1M3.1%
4DGROISHARES TR202,793$15.4M2.8%
5BRK/BBERKSHIRE HATHAWAY INC DEL28,821$14.4M2.6%
6GOOGALPHABET INC35,525$12.6M2.3%
7AMZNAMAZON COM INC46,505$11.1M2%
8VYMVANGUARD WHITEHALL FDS63,785$10.1M1.8%
9MAMASTERCARD INCORPORATED17,915$9.2M1.7%
10VTVVANGUARD INDEX FDS41,930$9.1M1.7%
11MSFTMICROSOFT CORP22,404$8.4M1.5%
12IJRISHARES TR52,059$7.7M1.4%
13METAMETA PLATFORMS INC12,670$7.1M1.3%
14DIVOAMPLIFY ETF TR157,833$7.0M1.3%
15EXMOCEXXON MOBIL CORP48,743$6.7M1.2%
16QQQINVESCO QQQ TR8,400$6.2M1.1%
17AGGISHARES TR57,897$5.7M1%
18JBNDJ P MORGAN EXCHANGE TRADED F103,310$5.5M1%
19FTECFIDELITY COVINGTON TRUST17,806$5.1M0.9%
20JEPIJ P MORGAN EXCHANGE TRADED F89,894$5.1M0.9%
21HCAHCA HEALTHCARE INC12,741$5.0M0.9%
22WMTWALMART INC43,446$4.9M0.9%
23IXUSISHARES TR51,160$4.9M0.9%
24JPMJPMORGAN CHASE & CO14,903$4.9M0.9%
25VTEBVANGUARD MUN BD FDS96,064$4.9M0.9%
26COSTCOSTCO WHOLESALE CORPORATION4,795$4.5M0.8%
27RDVYFIRST TR EXCHANGE TRADED FD54,671$4.4M0.8%
28JGROJ P MORGAN EXCHANGE TRADED F44,476$4.4M0.8%
29NVDANVIDIA CORPORATION21,019$4.2M0.8%
30GDXVANECK ETF TRUST53,957$4.1M0.7%
31JNJJOHNSON & JOHNSON15,852$4.0M0.7%
32JPIEJ P MORGAN EXCHANGE TRADED F87,121$4.0M0.7%
33VIGVANGUARD SPECIALIZED FUNDS16,277$3.9M0.7%
34LLYELI LILLY & CO3,133$3.8M0.7%
35FELCFIDELITY COVINGTON TRUST85,609$3.6M0.7%
36PWRQUANTA SVCS INC4,889$3.5M0.6%
37SPDWSPDR INDEX SHS FDS66,500$3.4M0.6%
38KOCOCA COLA CO39,778$3.2M0.6%
39JEPQJ P MORGAN EXCHANGE TRADED F51,305$3.2M0.6%
40SPYSTATE STR SPDR S&P 500 ETF T4,171$3.1M0.6%
41FIDELITY GREENWOOD STREET TR104,136$3.0M0.6%
42VVISA INC8,758$3.0M0.6%
43SHVISHARES TR25,951$2.9M0.5%
44IEMGISHARES INC34,296$2.8M0.5%
45GSGOLDMAN SACHS GROUP INC2,785$2.8M0.5%
46RTXRTX CORPORATION14,443$2.7M0.5%
47PSXPHILLIPS 6615,987$2.7M0.5%
48JCPBJ P MORGAN EXCHANGE TRADED F57,377$2.7M0.5%
49JIREJ P MORGAN EXCHANGE TRADED F32,608$2.7M0.5%
50AVGOBROADCOM INC7,120$2.7M0.5%
51BINCBLACKROCK ETF TRUST II51,169$2.7M0.5%
52VOOVANGUARD INDEX FDS3,840$2.6M0.5%
53EVMOMORGAN STANLEY ETF TRUST52,713$2.6M0.5%
54PANWPALO ALTO NETWORKS INC7,613$2.6M0.5%
55FHNFIRST HORIZON CORPORATION99,711$2.6M0.5%
56MUMICRON TECHNOLOGY INC2,176$2.5M0.5%
57IAUISHARES GOLD TR30,937$2.3M0.4%
58VTIVANGUARD INDEX FDS6,154$2.3M0.4%
59GLDSPDR GOLD TR6,179$2.3M0.4%
60GHCGRAHAM HLDGS CO1,976$2.3M0.4%
61SEIVSEI EXCHANGE TRADED FUNDS46,965$2.3M0.4%
62TSLATESLA INC5,313$2.2M0.4%
63VMIVALMONT INDS INC3,737$2.2M0.4%
64VPLVANGUARD INTL EQUITY INDEX F18,540$2.1M0.4%
65VWOVANGUARD INTL EQUITY INDEX F35,910$2.1M0.4%
66GEVGE VERNOVA INC1,721$2.0M0.4%
67ABBVABBVIE INC8,024$2.0M0.4%
68DISDISNEY WALT CO20,464$2.0M0.4%
69IWPISHARES TR13,404$2.0M0.4%
70ITOTISHARES TR11,354$1.9M0.3%
71QQQMINVESCO EXCH TRADED FD TR II6,132$1.9M0.3%
72VYMIVANGUARD WHITEHALL FDS18,736$1.8M0.3%
73IJHISHARES TR23,789$1.8M0.3%
74PMBSPIMCO ETF TR36,401$1.8M0.3%
75MUBISHARES TR16,617$1.8M0.3%
76COPCONOCOPHILLIPS16,483$1.7M0.3%
77NFLXNETFLIX INC.23,686$1.7M0.3%
78VIGIVANGUARD WHITEHALL FDS17,729$1.7M0.3%
79LMBSFIRST TR EXCHANGE-TRADED FD32,965$1.6M0.3%
80FMDEFIDELITY COVINGTON TRUST39,916$1.6M0.3%
81DGDOLLAR GEN CORP13,880$1.6M0.3%
82IBMINTERNATIONAL BUSINESS MACHS5,637$1.6M0.3%
83ISHARES U S ETF TR59,532$1.6M0.3%
84GPIXGOLDMAN SACHS ETF TR27,736$1.5M0.3%
85VCITVANGUARD SCOTTSDALE FDS18,511$1.5M0.3%
86TSMTAIWAN SEMICONDUCTOR MANUFAC3,167$1.5M0.3%
87CRWDCROWDSTRIKE HLDGS INC1,969$1.5M0.3%
88PGPROCTER & GAMBLE CO10,240$1.5M0.3%
89JMUBJ P MORGAN EXCHANGE TRADED F28,991$1.5M0.3%
90JEMAJ P MORGAN EXCHANGE TRADED F22,339$1.4M0.3%
91COLDAMERICOLD REALTY TRUST INC90,400$1.4M0.3%
92GSIEGOLDMAN SACHS ETF TR30,326$1.4M0.3%
93PLTRPALANTIR TECHNOLOGIES INC11,792$1.4M0.3%
94VUGVANGUARD INDEX FDS15,959$1.4M0.3%
95FDXFEDEX CORP4,173$1.3M0.2%
96IWFISHARES TR10,474$1.3M0.2%
97XLKSELECT SECTOR SPDR TR6,815$1.3M0.2%
98VRSKVERISK ANALYTICS INC7,086$1.3M0.2%
99DELLDELL TECHNOLOGIES INC2,942$1.3M0.2%
100SNOWSNOWFLAKE INC4,863$1.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.