Jacksonville Wealth Management, LLC
Q4 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
74
- Value ($000)
$141,243
- Date Filed02/04/2026
- Form type13F-HR
- CIK0002048486
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.66M | 13 % | 25,899 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.11M | 9 % | 21,338 | ||
NVIDIA CORPORATION | COM | 67066G104 | $12.35M | 9 % | 66,211 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.4M | 8 % | 59,497 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $11.24M | 8 % | 23,381 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.39M | 4 % | 21,881 | ||
APPLE INC | COM | 037833100 | $4.62M | 3 % | 16,993 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $4.47M | 3 % | 77,246 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $3.28M | 2 % | 31,699 | ||
AMAZON COM INC | COM | 023135106 | $2.84M | 2 % | 12,309 |
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