Jacksonville Wealth Management, LLC: 13F holdings
CIK 20484862026Q2
| Positions | 76 |
|---|---|
| Reported value | $176.8m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 30,225 | $22.6m | 12.8% |
| QQQ INVESCO QQQ TR | 23,936 | $17.6m | 10.0% |
| RSP INVESCO EXCHANGE TRADED FD T | 72,250 | $15.4m | 8.7% |
| DIA STATE STR SPDR DOW JONES IND | 27,441 | $14.3m | 8.1% |
| NVDA NVIDIA CORPORATION | 61,785 | $12.4m | 7.0% |
| IWM ISHARES TR | 27,015 | $8.1m | 4.6% |
| SPMD SPDR SERIES TRUST | 98,537 | $6.7m | 3.8% |
| DOUBLELINE ETF TRUST | 222,896 | $5.6m | 3.1% |
| AAPL APPLE INC | 16,321 | $4.7m | 2.7% |
| SPYV SPDR SERIES TRUST | 73,834 | $4.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2048486")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.