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Portfolio (Quarterly) Guide ↗

Jacksonville Wealth Management, LLC

· CIK 0002048486
13F Portfolio $141M AUM 74 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 25,899.0 $17.7M 12.50% NEW $681.92 +9.3%
2 QQQ INVESCO QQQ TR Financial Services 21,338.0 $13.1M 9.28% NEW $614.31 +16.8%
3 NVDA NVIDIA CORPORATION Technology 66,211.0 $12.3M 8.74% NEW $186.50 +15.5%
4 RSP INVESCO EXCHANGE TRADED FD T 59,497.0 $11.4M 8.07% NEW $191.56 +7.8%
5 DIA SPDR DOW JONES INDL AVERAGE Financial Services 23,381.0 $11.2M 7.96% NEW $480.58 +5.3%
6 IWM ISHARES TR 21,881.0 $5.4M 3.81% NEW $246.16 +15.8%
7 AAPL APPLE INC Technology 16,993.0 $4.6M 3.27% NEW $271.87 +13.6%
8 SPMD SPDR SERIES TRUST 77,246.0 $4.5M 3.17% NEW $57.91 +11.3%
9 MOAT VANECK ETF TRUST 31,699.0 $3.3M 2.32% NEW $103.56 -1.3%
10 AMZN AMAZON COM INC Consumer Cyclical 12,309.0 $2.8M 2.01% NEW $230.82 +15.4%
11 DE DEERE & CO Industrials 5,915.0 $2.8M 1.95% NEW $465.57 +13.7%
12 SPYV SPDR SERIES TRUST 46,147.0 $2.6M 1.86% NEW $56.81 +7.5%
13 AXON AXON ENTERPRISE INC Industrials 4,364.0 $2.5M 1.75% NEW $567.93 -32.0%
14 MSFT MICROSOFT CORP Technology 5,103.0 $2.5M 1.75% NEW $483.59 -13.4%
15 EEM ISHARES TR 43,914.0 $2.4M 1.70% NEW $54.71 +20.4%
16 EFG ISHARES TR 20,761.0 $2.4M 1.67% NEW $113.92 +6.6%
17 SPTM SPDR SERIES TRUST 27,559.0 $2.3M 1.61% NEW $82.50 +9.5%
18 ISRG INTUITIVE SURGICAL INC Healthcare 3,900.0 $2.2M 1.56% NEW $566.29 -22.6%
19 HD HOME DEPOT INC Consumer Cyclical 6,170.0 $2.1M 1.50% NEW $344.12 -9.0%
20 NFLX NETFLIX INC Communication Services 21,529.0 $2.0M 1.43% NEW $93.76 -5.5%
Page 1 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.9%
Technology 27.2%
Industrials 8.7%
Consumer Cyclical 7.7%
Communication Services 5.6%
Healthcare 4.2%
Consumer Defensive 1.2%
Utilities 0.3%
Energy 0.2%