account_balance
Investment manager · 13F filer · SEC CIK 2048486
Jacksonville Wealth Management, LLC
Reported value$190Mas of Sep 30, 2026
Positions76 3 new, 3 sold out
Top 10 weight64.5%SPY alone is 13%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
13.3%Added +10%
QQQInvesco QQQ Tr
10.0%Added +8%
RSPInvesco Exchange Traded Fd T
8.6%Added +10%
DIASPDR Dow Jones Industrial Average ETF Trust
8.1%Added +10%
NVDANVIDIA Corp
7.3%
IWMiShares Tr
4.6%Added +17%
SPMDSPDR Series Trust
4.0%Added +23%
SPYVSPDR Series Trust
3.2%Added +35%
AAPLApple Inc.
2.8%
DSCODoubleline ETF Trust
2.6%
MOATVaneck ETF Trust
2.5%+17%
EEMiShares Tr
2.3%
SPYSPDR S&P 500 ETF Trust
13.3%Added +10%
QQQInvesco QQQ Tr
10.0%Added +8%
RSPInvesco Exchange Traded Fd T
8.6%+10%
DIASPDR Dow Jones Industrial Average ETF Trust
8.1%+10%
NVDANVIDIA Corp
7.3%
IWMiShares Tr
4.6%
SPMDSPDR Series Trust
4.0%
SPYV3.2%
AAPLDSCO
MOAT
EEM2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 13.3% Added +10%
QQQ Invesco QQQ Tr 10.0% Added +8%
RSP Invesco Exchange Traded Fd T 8.6% Added +10%
DIA SPDR Dow Jones Industrial Average ETF Trust 8.1% Added +10%NVDA NVIDIA Corp 7.3% HeldIWM iShares Tr 4.6% Added +17%
SPMD SPDR Series Trust 4.0% Added +23%
SPYV SPDR Series Trust 3.2% Added +35%
AAPL Apple Inc. 2.8% HeldDSCO Doubleline ETF Trust 2.6% Trimmed −10%
MOAT Vaneck ETF Trust 2.5% Added +17%
EEM iShares Tr 2.3% Added +17%
What changed
Biggest moves since Jun 30, 2026
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