Jacksonville Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    68

  • Value ($000)

    $136,172

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0002048486
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$16.80 M
12 %

25,226

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.62 M
9 %

67,645

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$12.50 M
9 %

20,813

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$10.75 M
8 %

56,658

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$10.39 M
8 %

22,406

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$5.19 M
4 %

21,448

AAPL
AAPL

APPLE INC

COM
037833100
$4.54 M
3 %

17,837

SPMD
SPMD

SPDR SERIES TRUST

PORTFOLIO S&P400
78464A847
$4.24 M
3 %

74,127

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$3.17 M
2 %

4,416

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$3.08 M
2 %

31,072

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