account_balance
Investment manager · 13F filer · SEC CIK 2017878
JBR Co Financial Management Inc
Reported value$261Mas of Sep 30, 2026
Positions126 0 new, 7 sold out
Top 10 weight47.7%NVDA alone is 14%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
13.6%
VGTVanguard World Fd
6.5%
VBILVanguard Instl Index Fd
5.6%
SPYMSPDR Series Trust
5.1%Trimmed −6%
QQQMInvesco Exch Traded Fd Tr II
4.7%Trimmed −5%
AAPLApple Inc.
3.5%
CATCaterpillar Inc
2.3%
QQQInvesco QQQ Tr
2.3%
UTGReaves Utility Income Fund
2.2%
AIRRFirst Tr Exchange Traded Fd
2.0%
CVXChevron Corp
1.8%
AMDAdvanced Micro Devices Inc
1.7%
NVDANVIDIA Corp
13.6%
VGTVanguard World Fd
6.5%
VBILVanguard Instl Index Fd
5.6%
SPYMSPDR Series Trust
5.1%−6%
QQQMInvesco Exch Traded Fd Tr II
4.7%−5%
AAPLApple Inc.
3.5%
CATCaterpillar Inc
2.3%
QQQ2.3%
UTG2.2%AIRR
CVX1.8%AMD1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 13.6% Held
VGT Vanguard World Fd 6.5% Held
VBIL Vanguard Instl Index Fd 5.6% Held
SPYM SPDR Series Trust 5.1% Trimmed −6%
QQQM Invesco Exch Traded Fd Tr II 4.7% Trimmed −5%
AAPL Apple Inc. 3.5% HeldCAT Caterpillar Inc 2.3% HeldQQQ Invesco QQQ Tr 2.3% Held
UTG Reaves Utility Income Fund 2.2% HeldAIRR First Tr Exchange Traded Fd 2.0% Trimmed −3%
CVX Chevron Corp 1.8% HeldAMD Advanced Micro Devices Inc 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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