account_balance

Investment manager · 13F filer · SEC CIK 2111761

Jacobs Equity LLC

Reported value$156Mas of Sep 30, 2026
Positions118 7 new, 10 sold out
Top 10 weight42.2%VGK alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VGK Vanguard Intl Equity Index F 7.3% Added +6%
BOXX Ea Series Trust 6.6% Added +4459%
SCHX Schwab Strategic Tr 5.1% Held
JPM JPMorgan Chase & Co 4.9% Held
VPL Vanguard Intl Equity Index F 3.9% Added +2%
FTEC Fidelity Covington Trust 3.7% Added +5%
XLK Select Sector SPDR Tr 3.0% Trimmed −3%
SCHE Schwab Strategic Tr 3.0% Added +4%
SCHC Schwab Strategic Tr 2.5% Added +3%
SCHM Schwab Strategic Tr 2.2% Held
FNCL Fidelity Covington Trust 1.7% Added +11%
VGT Vanguard World Fd 1.6% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 17, 2026 filing
add_circleNew
  • SCHR $276K
  • ETH $275K
  • SCHD $258K
  • IBIT $234K
arrow_upwardAdded
  • BOXX +4459%
  • VDC +53%
  • JEPI +38%
  • SCHH +31%
arrow_downwardTrimmed
remove_circleSold out
  • VGIT $252K
  • VOLT $231K
  • VGSH $222K
  • O $220K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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