Jacobsen Capital Management
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 341,914
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 126 | 341,914 | 13F-HR | Jacobsen Capital Management |
| Q1 2026 | 4/24/2026 | 124 | 296,124 | 13F-HR | Jacobsen Capital Management |
| Q4 2025 | 1/26/2026 | 121 | 306,148 | 13F-HR | Jacobsen Capital Management |
| Q3 2025 | 10/27/2025 | 121 | 295,068 | 13F-HR | Jacobsen Capital Management |
| Q2 2025 | 7/30/2025 | 116 | 271,631 | 13F-HR | Jacobsen Capital Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.7 K | 32.1% | 16.48 K | 0 | 16.48 K |
| ETFs | 229.4 K | 67.1% | 29.09 K | 0 | 29.09 K |
| Debt | 2.849 K | 0.8% | 230 | 0 | 230 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
341,914
Holdings
126
QoQ value change ($000)
45,790
(15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.