Jacksonville Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location jacksonville, FLCIK 0002048486All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $148.07M | SPY, NDQ, RSP, DIA | 13F-HR | Apr 28, 2026 | 000142050626000763 | ||
74 | $141.24M | SPY, NDQ, NVDA, RSP | 13F-HR | Feb 4, 2026 | 000142050626000157 | ||
68 | $136.17M | SPY, NVDA, NDQ, RSP | 13F-HR | Nov 4, 2025 | 000142050625002975 | ||
65 | $124.39M | SPY, NVDA, NDQ, RSP | 13F-HR | Aug 8, 2025 | 000142050625001787 | ||
60 | $101.63M | SPY, NDQ, RSP, DIA | 13F-HR | Apr 16, 2025 | 000142050625000779 | ||
59 | $107.16M | SPY, NVDA, NDQ, RSP | 13F-HR | Jan 21, 2025 | 000142050625000051 |