Jacksonville Wealth Management, LLC
Jacksonville Wealth Management, LLC reported 76 positions worth $176.8M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SPY (12.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $22.6M | 12.77% | 30,225 | — | — | |
| ▸ 2 | QQQ | SH | $17.6M | 9.97% | 23,936 | — | — | |
| ▸ 3 | RSP | SH | $15.4M | 8.70% | 72,250 | — | — | |
| ▸ 4 | DIA | SH | $14.3M | 8.11% | 27,441 | — | — | |
| ▸ 5 | NVDA | SH | $12.4M | 6.99% | 61,785 | — | — | |
| ▸ 6 | IWM | SH | $8.1M | 4.59% | 27,015 | — | — | |
| ▸ 7 | SPMD | SH | $6.7M | 3.77% | 98,537 | — | — | |
| ▸ 8 | DSCO | SH | $5.6M | 3.14% | 222,896 | — | — | |
| ▸ 9 | AAPL | SH | $4.7M | 2.67% | 16,321 | — | — | |
| ▸ 10 | SPYV | SH | $4.5M | 2.54% | 73,834 | — | — |
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Frequently Asked Questions
What stocks does Jacksonville Wealth Management, LLC hold as of Q2 2026?
Jacksonville Wealth Management, LLC reported 76 positions worth $176.8M in its Q2 2026 13F filing. Largest positions: SPY (12.8%), QQQ (10.0%), RSP (8.7%), DIA (8.1%) and NVDA (7.0%).
What did Jacksonville Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Jacksonville Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.