# EDGAR Filing Document

**Accession Number:** 0002017878
**File Stem:** 0001214659-26-004443
**Filing Date:** 2026-4
**Character Count:** 15663
**Document Hash:** 2c9ba7434ec152b9c7eebe4d381bb041
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-004443.hdr.sgml**: 20260408

**ACCESSION NUMBER**: 0001214659-26-004443

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260408

**DATE AS OF CHANGE**: 20260408

**EFFECTIVENESS DATE**: 20260408

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JBR Co Financial Management Inc
- **CENTRAL INDEX KEY:** 0002017878

**ORGANIZATION NAME:**
- **EIN:** 731518306
- **STATE OF INCORPORATION:** OK
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24064
- **FILM NUMBER:** 26846993

**BUSINESS ADDRESS:**
- **STREET 1:** 130 D ST. NW
- **CITY:** ARDMORE
- **STATE:** OK
- **ZIP:** 73401
- **BUSINESS PHONE:** 580-226-4058

**MAIL ADDRESS:**
- **STREET 1:** 130 D ST. NW
- **CITY:** ARDMORE
- **STATE:** OK
- **ZIP:** 73401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** JBR Co Financial Management Inc<br>**Address:** 130 D ST. NW<br>ARDMORE, OK 73401

**Form 13F File Number:** 028-24064

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kayla Tweedy<br>**Title:** Partner<br>**Phone:** 580-226-4058

**Signature, Place, and Date of Signing:**

/s/ Kayla Tweedy  Ardmore, OK  04-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $238860183

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 270000 | 2155 | SH |  | SOLE |  | 2155 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1154788 | 5054 | SH |  | SOLE |  | 5054 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1807939 | 8442 | SH |  | SOLE |  | 8442 | 0 | 0 |
| AGNC INVT CORP | COM | 00123Q104 |  | 219781 | 20502 | SH |  | SOLE |  | 20502 | 0 | 0 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 |  | 631110 | 16401 | SH |  | SOLE |  | 16401 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4024799 | 12826 | SH |  | SOLE |  | 12826 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4175303 | 18089 | SH |  | SOLE |  | 18089 | 0 | 0 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 218032 | 9751 | SH |  | SOLE |  | 9751 | 0 | 0 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 232088 | 6735 | SH |  | SOLE |  | 6735 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 8877588 | 32655 | SH |  | SOLE |  | 32655 | 0 | 0 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 505447 | 24985 | SH |  | SOLE |  | 24985 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 738410 | 4405 | SH |  | SOLE |  | 4405 | 0 | 0 |
| BANCFIRST CORP | COM | 05945F103 |  | 1067409 | 10068 | SH |  | SOLE |  | 10068 | 0 | 0 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 |  | 448586 | 9432 | SH |  | SOLE |  | 9432 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 2781148 | 18043 | SH |  | SOLE |  | 18043 | 0 | 0 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 |  | 523206 | 27350 | SH |  | SOLE |  | 27350 | 0 | 0 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 2026290 | 135086 | SH |  | SOLE |  | 135086 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 843792 | 2438 | SH |  | SOLE |  | 2438 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 3581583 | 6252 | SH |  | SOLE |  | 6252 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 4406643 | 28913 | SH |  | SOLE |  | 28913 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1206414 | 1399 | SH |  | SOLE |  | 1399 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 534468 | 3555 | SH |  | SOLE |  | 3555 | 0 | 0 |
| DOLLAR GEN CORP | COM | 256677105 |  | 510633 | 3846 | SH |  | SOLE |  | 3846 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 347556 | 5932 | SH |  | SOLE |  | 5932 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1044458 | 8911 | SH |  | SOLE |  | 8911 | 0 | 0 |
| EATON VANCE ENHANCED EQUITY | COM | 278277108 |  | 3204969 | 136906 | SH |  | SOLE |  | 136906 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 357673 | 7478 | SH |  | SOLE |  | 7478 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 336248 | 20391 | SH |  | SOLE |  | 20391 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 1013449 | 31611 | SH |  | SOLE |  | 31611 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 634050 | 6038 | SH |  | SOLE |  | 6038 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 762076 | 6333 | SH |  | SOLE |  | 6333 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 3900950 | 17363 | SH |  | SOLE |  | 17363 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 |  | 236563 | 4561 | SH |  | SOLE |  | 4561 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 3376800 | 34345 | SH |  | SOLE |  | 34345 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 271653 | 3802 | SH |  | SOLE |  | 3802 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | ENERGY ALPHADX | 33734X127 |  | 288373 | 17509 | SH |  | SOLE |  | 17509 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 389559 | 29692 | SH |  | SOLE |  | 29692 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 219750 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| GUGGENHEIM TAXABLE MUNICP BO | COM | 401664107 |  | 433456 | 29052 | SH |  | SOLE |  | 29052 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1849239 | 6243 | SH |  | SOLE |  | 6243 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S SMLCP INFO | 46138E115 |  | 719916 | 12718 | SH |  | SOLE |  | 12718 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 2034048 | 17047 | SH |  | SOLE |  | 17047 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 9520423 | 37642 | SH |  | SOLE |  | 37642 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 |  | 554340 | 4127 | SH |  | SOLE |  | 4127 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 784246 | 5007 | SH |  | SOLE |  | 5007 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 2175422 | 30210 | SH |  | SOLE |  | 30210 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 |  | 3393535 | 29153 | SH |  | SOLE |  | 29153 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 394112 | 3848 | SH |  | SOLE |  | 3848 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 1733935 | 12523 | SH |  | SOLE |  | 12523 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5429886 | 8839 | SH |  | SOLE |  | 8839 | 0 | 0 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 1755370 | 11847 | SH |  | SOLE |  | 11847 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 2400664 | 11182 | SH |  | SOLE |  | 11182 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 489392 | 1034 | SH |  | SOLE |  | 1034 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 366778 | 1490 | SH |  | SOLE |  | 1490 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 344176 | 1375 | SH |  | SOLE |  | 1375 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 223523 | 692 | SH |  | SOLE |  | 692 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 221850 | 1072 | SH |  | SOLE |  | 1072 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 331362 | 899 | SH |  | SOLE |  | 899 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 202626 | 1925 | SH |  | SOLE |  | 1925 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2590853 | 3925 | SH |  | SOLE |  | 3925 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 332503 | 1165 | SH |  | SOLE |  | 1165 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1810661 | 3744 | SH |  | SOLE |  | 3744 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 382072 | 4075 | SH |  | SOLE |  | 4075 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 34793172 | 186559 | SH |  | SOLE |  | 186559 | 0 | 0 |
| OGE ENERGY CORP | COM | 670837103 |  | 2829857 | 66273 | SH |  | SOLE |  | 66273 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 1691414 | 23012 | SH |  | SOLE |  | 23012 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 751378 | 3855 | SH |  | SOLE |  | 3855 | 0 | 0 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 1606190 | 20422 | SH |  | SOLE |  | 20422 | 0 | 0 |
| PACER FDS TR | AMERICAN ENERGY | 69374H634 |  | 3128796 | 82013 | SH |  | SOLE |  | 82013 | 0 | 0 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 661069 | 11894 | SH |  | SOLE |  | 11894 | 0 | 0 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 1596765 | 35987 | SH |  | SOLE |  | 35987 | 0 | 0 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 1151646 | 27939 | SH |  | SOLE |  | 27939 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 3885057 | 64568 | SH |  | SOLE |  | 64568 | 0 | 0 |
| PACER FDS TR | US LRG CP CASH | 69374H360 |  | 1403295 | 39855 | SH |  | SOLE |  | 39855 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1206389 | 6787 | SH |  | SOLE |  | 6787 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 434585 | 3874 | SH |  | SOLE |  | 3874 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 1064322 | 8248 | SH |  | SOLE |  | 8248 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 219089 | 2470 | SH |  | SOLE |  | 2470 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 386364 | 2696 | SH |  | SOLE |  | 2696 | 0 | 0 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 7127029 | 108793 | SH |  | SOLE |  | 108793 | 0 | 0 |
| PROSHARES TR | LARGE CAP CRE | 74347R248 |  | 221510 | 2780 | SH |  | SOLE |  | 2780 | 0 | 0 |
| PROSHARES TR | S 500 HIGH INC | 74347G242 |  | 388768 | 8520 | SH |  | SOLE |  | 8520 | 0 | 0 |
| PROSHARES TR | NASDAQ 100 HIGH | 74347G234 |  | 296904 | 6675 | SH |  | SOLE |  | 6675 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 221159 | 524 | SH |  | SOLE |  | 524 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 1996231 | 35413 | SH |  | SOLE |  | 35413 | 0 | 0 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 |  | 5198457 | 142112 | SH |  | SOLE |  | 142112 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 348093 | 1898 | SH |  | SOLE |  | 1898 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1698882 | 52081 | SH |  | SOLE |  | 52081 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 656157 | 21821 | SH |  | SOLE |  | 21821 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 910265 | 33185 | SH |  | SOLE |  | 33185 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 2039032 | 37229 | SH |  | SOLE |  | 37229 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 480654 | 3105 | SH |  | SOLE |  | 3105 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 2493477 | 55770 | SH |  | SOLE |  | 55770 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1183025 | 27712 | SH |  | SOLE |  | 27712 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 353160 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 744666 | 1879 | SH |  | SOLE |  | 1879 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R804 |  | 770577 | 4389 | SH |  | SOLE |  | 4389 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 10865506 | 135446 | SH |  | SOLE |  | 135446 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 2598561 | 100915 | SH |  | SOLE |  | 100915 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 12102800 | 132445 | SH |  | SOLE |  | 132445 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 450102 | 5345 | SH |  | SOLE |  | 5345 | 0 | 0 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 283056 | 589 | SH |  | SOLE |  | 589 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 578950 | 849 | SH |  | SOLE |  | 849 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 579214 | 1906 | SH |  | SOLE |  | 1906 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2756334 | 6129 | SH |  | SOLE |  | 6129 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 202678 | 335 | SH |  | SOLE |  | 335 | 0 | 0 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 756999 | 6095 | SH |  | SOLE |  | 6095 | 0 | 0 |
| VANECK ETF TRUST | RETAIL ETF | 92189F684 |  | 2625501 | 10523 | SH |  | SOLE |  | 10523 | 0 | 0 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 5292395 | 70163 | SH |  | SOLE |  | 70163 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 240468 | 4473 | SH |  | SOLE |  | 4473 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 630109 | 2867 | SH |  | SOLE |  | 2867 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 293462 | 3890 | SH |  | SOLE |  | 3890 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 11783843 | 15633 | SH |  | SOLE |  | 15633 | 0 | 0 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 216326 | 725 | SH |  | SOLE |  | 725 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 642888 | 4816 | SH |  | SOLE |  | 4816 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1307555 | 32103 | SH |  | SOLE |  | 32103 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1266432 | 7817 | SH |  | SOLE |  | 7817 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 491345 | 1401 | SH |  | SOLE |  | 1401 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 358963 | 3222 | SH |  | SOLE |  | 3222 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 955290 | 11190 | SH |  | SOLE |  | 11190 | 0 | 0 |

---