13F Filings History of JBR Co Financial Management Inc

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$238,860,183
Signature - Title
Kayla Tweedy - Partner
Location
Ardmore, OK
Summary
This page shows a list of all the recent 13F filings made by JBR Co Financial Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JBR Co Financial Management Inc reported 120 stock holdings with total value $238,860,183 as of Q4 2025. Top holdings included NVDA, BIL, VGT, SPYM, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $238,860,183 +$24,024,618 -$20,828,117 +$3,196,501 NVDA, BIL, VGT, SPYM, QQQM 13F-HR 06 Jan 2026, 11:19
Q3 2025 116 $236,322,633 +$18,856,428 -$3,826,477 +$15,029,951 NVDA, BIL, VGT, SPLG, QQQM 13F-HR 14 Oct 2025, 06:05
Q2 2025 114 $202,554,611 +$18,407,141 -$7,839,206 +$10,567,935 NVDA, BIL, VGT, SPLG, QQQM 13F-HR 13 Aug 2025, 15:17
Q1 2025 114 $170,922,192 +$20,191,736 -$2,763,992 +$17,427,744 NVDA, VGT, BIL, AAPL, SPLG 13F-HR 21 Apr 2025, 10:38
Q4 2024 99 $164,034,569 +$12,687,356 -$4,742,581 +$7,944,775 NVDA, VGT, AAPL, SPLG, QQQM 13F-HR 03 Feb 2025, 17:42
Q3 2024 105 $152,841,933 +$7,006,275 -$3,268,613 +$3,737,662 NVDA, VGT, AAPL, QQQM, SPLG 13F-HR 10 Oct 2024, 10:23
Q2 2024 102 $142,377,987 +$31,825,814 -$2,260,116 +$29,565,698 NVDA, VGT, AAPL, QQQM, CVX 13F-HR 15 Jul 2024, 11:27
Q1 2024 96 $125,322,165 +$10,520,272 -$6,557,162 +$3,963,110 NVDA, VGT, AAPL, CVX, QQQ 13F-HR 09 May 2024, 10:42
Q4 2023 89 $106,487,221 $0 $0 $0 NVDA, VGT, AAPL, CVX, QQQ 13F-HR 18 Apr 2024, 17:42