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Portfolio (Quarterly) Guide ↗

Jacksonville Wealth Management, LLC

· CIK 0002048486
13F Portfolio $177M AUM 76 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 15 Added 30 Reduced
# 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 30,225.0 $22.6M 12.77% +1K +5.1% $746.77 +3.0%
2 QQQ INVESCO QQQ TR Financial Services 23,936.0 $17.6M 9.97% +755.0 +3.3% $736.39 -2.7%
3 RSP INVESCO EXCHANGE TRADED FD T 72,250.0 $15.4M 8.70% +4K +5.2% $212.77 +3.7%
4 DIA STATE STR SPDR DOW JONES IND Financial Services 27,441.0 $14.3M 8.11% +1K +5.7% $522.39 +2.4%
5 IWM ISHARES TR 27,015.0 $8.1M 4.59% +1K +4.4% $300.45 -1.6%
6 SPMD SPDR SERIES TRUST 98,537.0 $6.7M 3.77% +8K +8.5% $67.56 -1.7%
7 SPYV SPDR SERIES TRUST 73,834.0 $4.5M 2.54% +12K +19.4% $60.79 +4.5%
8 MOAT VANECK ETF TRUST 39,012.0 $4.1M 2.29% +3K +9.5% $103.96 +10.6%
9 EEM ISHARES TR 56,130.0 $3.8M 2.17% +2K +4.3% $68.41 -1.9%
10 EFG ISHARES TR 28,492.0 $3.5M 2.00% +3K +11.8% $124.42 +0.5%
11 AXON AXON ENTERPRISE INC Industrials 4,472.0 $2.5M 1.42% +139.0 +3.2% $560.61 +7.2%
12 LLY ELI LILLY & CO Healthcare 505.0 $606K 0.34% +7.0 +1.4% $1199.43 -2.2%
13 IWF ISHARES TR 2,804.0 $348K 0.20% +2K +300.0% $124.17 -1.1%
14 TEM TEMPUS AI INC Healthcare 5,976.0 $346K 0.20% +291.0 +5.1% $57.93 +10.5%
15 TTD THE TRADE DESK INC Technology 18,815.0 $340K 0.19% +417.0 +2.3% $18.08 -24.9%

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 49.2%
Technology 25.8%
Industrials 9.1%
Consumer Cyclical 6.8%
Communication Services 4.0%
Healthcare 3.4%
Consumer Defensive 1.3%
Energy 0.4%