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Portfolio (Quarterly) Guide ↗

Jacksonville Wealth Management, LLC

· CIK 0002048486
13F Portfolio $148M AUM 68 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 25 Added 15 Reduced 11 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 28,749.0 $18.7M 12.63% +3K +11.0% $650.34 +14.7%
2 QQQ INVESCO QQQ TR Financial Services 23,181.0 $13.4M 9.04% +2K +8.6% $577.18 +24.3%
3 RSP INVESCO EXCHANGE TRADED FD T 68,679.0 $13.2M 8.90% +9K +15.4% $191.92 +7.6%
4 DIA STATE STR SPDR DOW JONES IND Financial Services 25,953.0 $12.0M 8.12% +3K +11.0% $463.19 +9.3%
5 IWM ISHARES TR 25,885.0 $6.4M 4.33% +4K +18.3% $248.00 +15.0%
6 SPMD SPDR SERIES TRUST 90,849.0 $5.4M 3.63% +14K +17.6% $59.22 +8.8%
7 SPYV SPDR SERIES TRUST 61,859.0 $3.5M 2.36% +16K +34.0% $56.58 +8.0%
8 MOAT VANECK ETF TRUST 35,631.0 $3.4M 2.33% +4K +12.4% $96.70 +5.7%
9 EEM ISHARES TR 53,807.0 $3.1M 2.06% +10K +22.5% $56.79 +16.0%
10 EFG ISHARES TR 25,494.0 $2.8M 1.92% +5K +22.8% $111.37 +9.1%
11 AMZN AMAZON COM INC Consumer Cyclical 12,430.0 $2.6M 1.75% +121.0 +1.0% $208.27 +27.9%
12 MSFT MICROSOFT CORP Technology 5,154.0 $1.9M 1.29% +51.0 +1.0% $370.16 +13.1%
13 CRWD CROWDSTRIKE HLDGS INC Technology 2,985.0 $1.2M 0.79% +23.0 +0.8% $390.41 +69.9%
14 MELI MERCADOLIBRE INC Consumer Cyclical 598.0 $1.0M 0.70% +22.0 +3.8% $1729.00 -3.7%
15 AMD ADVANCED MICRO DEVICES INC Technology 5,072.0 $1.0M 0.70% +48.0 +1.0% $203.43 +129.8%
16 FORTINET INC 10,556.0 $863K 0.58% +185.0 +1.8% $81.72
17 IVV ISHARES TR 1,006.0 $657K 0.44% +98.0 +10.8% $653.21 +14.7%
18 TSLA TESLA INC Consumer Cyclical 1,713.0 $637K 0.43% +157.0 +10.1% $371.75 +14.6%
19 COWZ PACER FDS TR 8,451.0 $529K 0.36% +79.0 +0.9% $62.56 +2.8%
20 TTD THE TRADE DESK INC Technology 18,398.0 $417K 0.28% +946.0 +5.4% $22.69 -1.4%
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.8%
Technology 25.0%
Industrials 9.0%
Consumer Cyclical 7.3%
Communication Services 5.1%
Healthcare 3.8%
Consumer Defensive 1.4%
Energy 0.6%