CIK 2017878
JBR Co Financial Management Inc
Institutional 13F holdings & portfolio
Holdings
120
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 187K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 132K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 16K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 135K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR | 38K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED | 109K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 70K | $1M+ | SH |
| UTG | REAVES UTIL INCOME FD | 142K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 29K | $1M+ | SH |
| AMZN | AMAZON COM INC | 18K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 17K | $1M+ | SH |
| COWZ | PACER FDS TR | 65K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD | 29K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 34K | $1M+ | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 137K | $1M+ | SH |
| USAI | PACER FDS TR | 82K | $1M+ | SH |
| OGE | OGE ENERGY CORP | 66K | $1M+ | SH |
| BX | BLACKSTONE INC | 18K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| RTH | VANECK ETF TRUST | 11K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 101K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| ITA | ISHARES TR | 11K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD | 30K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 37K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR | 17K | $1M+ | SH |
| — | BLUEROCK PVT REAL ESTATE FD | 135K | $1M+ | SH |
| O | REALTY INCOME CORP | 35K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| IYJ | ISHARES TR | 12K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD | 13K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| OKE | ONEOK INC NEW | 23K | $1M+ | SH |
| PTNQ | PACER FDS TR | 20K | $1M+ | SH |
| CALF | PACER FDS TR | 36K | $1M+ | SH |
| COWG | PACER FDS TR | 40K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 32K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 8K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| GCOW | PACER FDS TR | 28K | $1M+ | SH |