TBH Global Asset Management, LLC holds a diversified book of 238 stocks worth $599.3M as of Q4 2025 (disclosed Jan 29, 2026, a ~29-day 13F lag). This quarter they opened Vanguard Large-Cap ETF and trimmed Ishares Core U.S. Aggregate. Their largest long position is Apple Inc at 11% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show TBH Global Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning TBH Global Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as TBH Global Asset Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $537.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $157.0B |
| UBS Group AG | 80 / 80 | $154.0B |
| LPL Financial LLC | 80 / 80 | $91.8B |
| Cetera Investment Advisers | 80 / 80 | $24.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $15.6B |
Ranked by how many of TBH Global Asset Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $66.2M | 243.4K | 11.0% | ▲+15% Added · +31K sh | |
| 2 | Alphabet Inc CAP STK CL A | $35.6M | 113.7K | 5.9% | ▲+150% Added · +68K sh | |
| 3 | Ishares TR S&P 500 GRWT ETF | $27.7M | 42.7K | 4.6% | ▲15× Added · +40K sh | |
| 4 | J P Morgan Exchange Traded F MUNICIPAL ETF | $23.7M | 352.7K | 3.9% | ▲13× Added · +325K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $19.4M | 38.7K | 3.2% | ▲+25% Added · +8K sh | |
| 6 | Ishares TR CORE DIV GRWTH | $15.5M | 222.8K | 2.6% | ▲+1.5% Added · +3K sh | |
| 7 | Amazon Com Inc COM | $14.1M | 61.2K | 2.4% | ▲+23% Added · +12K sh | |
| 8 | Microsoft Corp COM | $14.1M | 29.2K | 2.4% | ▲+44% Added · +9K sh | |
| 9 | Vanguard Whitehall FDS INTL HIGH ETF | $11.9M | 89.9K | 2.0% | ▲+317% Added · +68K sh | |
| 10 | Mastercard Incorporated CL A | $11.4M | 20.0K | 1.9% | ▲+10% Added · +2K sh | |
| 11 | Ishares TR S&P SML 600 GWT | $11.2M | 117.3K | 1.9% | ▲30× Added · +113K sh | |
| 12 | Meta Platforms Inc CL A | $11.2M | 16.9K | 1.9% | ▲+51% Added · +6K sh | |
| 13 | Vanguard Index FDS LARGE CAP ETF | $11.1M | 53.6K | 1.8% | ▲New New position | |
| 14 | Ishares TR U.S. TECH ETF | $10.0M | 89.6K | 1.7% | ▲28× Added · +86K sh | |
| 15 | Ishares TR CORE US AGGBD ET | $7.9M | 78.9K | 1.3% | ▼−17% Reduced · −16K sh | |
| 16 | Ishares Gold TR ISHARES NEW | $7.1M | 87.2K | 1.2% | ▲+186% Added · +57K sh | |
| 17 | Amplify ETF TR CWP ENHANCED DIV | $6.9M | 162.8K | 1.2% | ▲+16% Added · +22K sh | |
| 18 | Fidelity Greenwood Street TR YIELD ENHANCED E | $6.3M | 220.3K | 1.1% | ▲+192% Added · +145K sh | |
| 19 | Exxon Mobil Corp COM | $6.1M | 51.0K | 1.0% | ▲+2.2% Added · +1K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $5.8M | 9.5K | 1.0% | ▲+17% Added · +1K sh | |
| 21 | Vaneck ETF Trust JUNIOR GOLD MINE | $5.6M | 63.0K | 0.9% | ▲+640% Added · +54K sh | |
| 22 | Morgan Stanley ETF Trust EATON VANCE MORT | $5.3M | 105.0K | 0.9% | ▲+14% Added · +13K sh | |
| 23 | Walmart Inc COM | $5.1M | 45.3K | 0.8% | ▲+58% Added · +17K sh | |
| 24 | Fidelity Covington Trust MSCI ENERGY IDX | $4.9M | 130.6K | 0.8% | ▲New New position | |
| 25 | JPMorgan Chase & Co. COM | $4.9M | 15.3K | 0.8% | ▼−2.5% Reduced · −391 sh | |
| 26 | Fidelity Covington Trust MSCI INFO TECH I | $4.9M | 21.6K | 0.8% | ▲+53% Added · +8K sh | |
| 27 | Nvidia Corporation COM | $4.8M | 25.5K | 0.8% | ▲+25% Added · +5K sh | |
| 28 | Costco WHSL Corp New COM | $4.7M | 5.4K | 0.8% | ▲+10% Added · +502 sh | |
| 29 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.6M | 91.7K | 0.8% | ▲+2.8% Added · +2K sh | |
| 30 | J P Morgan Exchange Traded F DIV RTN INT EQ | $4.6M | 98.8K | 0.8% | ▲New New position | |
| 31 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $4.6M | 84.3K | 0.8% | ▲New New position | |
| 32 | Visa Inc COM CL A | $4.5M | 12.9K | 0.8% | ▲+34% Added · +3K sh | |
| 33 | First TR Exchange Traded FD RISNG DIVD ACHIV | $4.3M | 61.4K | 0.7% | ▲+18% Added · +9K sh | |
| 34 | Ishares TR TRUST ISHARE 0-1 | $3.8M | 34.2K | 0.6% | ▼−6.1% Reduced · −2K sh | |
| 35 | Ishares Inc CORE MSCI EMKT | $3.6M | 53.8K | 0.6% | ▲+59% Added · +20K sh | |
| 36 | Hca Healthcare Inc COM | $3.6M | 7.7K | 0.6% | ▲+4.3% Added · +323 sh | |
| 37 | SPDR Index SHS FDS PORTFOLIO EMG MK | $3.6M | 81.1K | 0.6% | ▲New New position | |
| 38 | Vanguard Specialized Funds DIV APP ETF | $3.5M | 15.9K | 0.6% | ▲+3.1% Added · +474 sh | |
| 39 | Johnson & Johnson COM | $3.4M | 16.3K | 0.6% | ▼−3.8% Reduced · −652 sh | |
| 40 | Palo Alto Networks Inc COM | $3.3M | 17.7K | 0.5% | ▲+130% Added · +10K sh | |
| 41 | SPDR S&P 500 ETF TR TR UNIT | $3.2M | 4.8K | 0.5% | ▲+13% Added · +533 sh | |
| 42 | The Cigna Group COM | $3.2M | 11.5K | 0.5% | ▲+72% Added · +5K sh | |
| 43 | First TR Exchange-Traded FD FST LOW OPPT EFT | $3.2M | 63.1K | 0.5% | ▲+13% Added · +7K sh | |
| 44 | Netflix Inc COM | $3.1M | 33.5K | 0.5% | ▲17× Added · +32K sh | |
| 45 | Coca Cola Co COM | $3.0M | 43.5K | 0.5% | ▲+4.7% Added · +2K sh | |
| 46 | Eli Lilly & Co COM | $2.9M | 2.7K | 0.5% | ▲+9.1% Added · +227 sh | |
| 47 | RTX Corporation COM | $2.9M | 15.6K | 0.5% | ▲+9.7% Added · +1K sh | |
| 48 | Goldman Sachs Group Inc COM | $2.8M | 3.1K | 0.5% | ▲+13% Added · +365 sh | |
| 49 | Ishares TR MSCI INTL VLU FT | $2.7M | 24.1K | 0.5% | ▲New New position | |
| 50 | Ishares TR RUSSELL 2000 ETF | $2.6M | 7.7K | 0.4% | ▲+182% Added · +5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 238 | $599.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 246 | $512.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 172 | $467.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 170 | $521.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 224 | $422.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 230 | $458.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.