Jacksonville Wealth Management, LLC
Q1 2026 13F Holdings
- Locationjacksonville, FL
- Num holdings
68
- Value ($000)
$148,074
- Date Filed 04/28/2026
- Form type13F-HR
- CIK 0002048486
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $18.7M | 13 % | 28,749 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.38M | 9 % | 23,181 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $13.18M | 9 % | 68,679 | ||
STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | $12.02M | 8 % | 25,953 | ||
NVIDIA CORPORATION | COM | 67066G104 | $11.11M | 8 % | 63,724 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $6.42M | 4 % | 25,885 | ||
DOUBLELINE ETF TRUST | SECURITIZED CRED | 25861R881 | $6.36M | 4 % | 255,994 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $5.38M | 4 % | 90,849 | ||
APPLE INC | COM | 037833100 | $4.22M | 3 % | 16,633 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $3.5M | 2 % | 61,859 |
Rows Per Page
10
- 10
- 50
- 100