13F Insight
DOSSIER · 13F-HR · Q3 2026

JBR Co Financial Management Inc

$261M in tracked AUM across 126 positions as of Q3 2026.

JC
CIK 0002017878 · last filed Sep 30, 2026
Total AUM
$261M
as of Q3 2026
Holdings
126
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

JBR Co Financial Management Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$36M180K13.6%02
VGT
VANGUARD WORLD FD
$17M144K6.5%03
VBIL
VANGUARD INSTL INDEX FD
$15M194K5.6%04
SPYM
SPDR SERIES TRUST
$13M151K5.1%05
QQQM
INVESCO EXCH TRADED FD TR II
$12M41K4.7%06
AAPL
APPLE INC
$9M31K3.5%07
CAT
CATERPILLAR INC
$6M6K2.3%08
QQQ
INVESCO QQQ TR
$6M8K2.3%09
UTG
REAVES UTIL INCOME FD
$6M141K2.2%10
AIRR
FIRST TR EXCHANGE TRADED FD
$5M40K2.0%

Filing history

2026Q3Sep 30
$261M▼ 4.7%
126 positionsView →2026Q2Jun 30
$274M▲ 14.7%
133 positionsView →2026Q1Mar 31
$239M— 0.0%
120 positionsView →2025Q4Dec 31
$239M▲ 44.4%
120 positionsView →2025Q3Sep 30
$165M▼ 18.3%
70 positionsLocked2025Q2Jun 30
$203M▲ 82.6%
114 positionsLocked2025Q1Mar 31
$111M▼ 32.4%
67 positionsLocked2024Q4Dec 31
$164M▲ 7.3%
99 positionsLocked2024Q3Sep 30
$153M▲ 7.3%
105 positionsLocked2024Q2Jun 30
$142M▲ 13.6%
102 positionsLocked2024Q1Mar 31
$125M▲ 17.7%
96 positionsLocked2023Q4Dec 31
$106M—
89 positionsLocked