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JBR Co Financial Management Inc

JBR Co Financial Management Inc is an Investment Adviser institutional filer with the SEC under CIK 2017878, reporting 126 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OK
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in JBR Co Financial Management Inc's most recent 13F filing, ranked by reported market value.

  1. NVIDIA CORPORATION (NVDA)
  2. VANGUARD WORLD FD (VGT)
  3. VANGUARD INSTL INDEX FD (VBIL)
  4. SPDR SERIES TRUST (SPYM)
  5. INVESCO EXCH TRADED FD TR II (QQQM)
  6. APPLE INC (AAPL)
  7. CATERPILLAR INC (CAT)
  8. INVESCO QQQ TR (QQQ)
  9. REAVES UTIL INCOME FD (UTG)
  10. FIRST TR EXCHANGE TRADED FD (AIRR)
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