Jacobsen Capital Management
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 296,124
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 93.17 K | 31.5% | 0 | 76.98 K | -76.98 K |
| ETFs | 200.3 K | 67.7% | 66.9 K | 0 | 66.9 K |
| Debt | 2.619 K | 0.9% | 60 | 0 | 60 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
296,124
Holdings
124
QoQ value change ($000)
-10,024
(-3.3%)
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.