Jacobsen Capital Management
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 306,148
- 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 |
|---|---|---|---|---|---|
| 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 | 170.2 K | 55.6% | 6.224 K | 0 | 6.224 K |
| ETFs | 133.4 K | 43.6% | 4.809 K | 0 | 4.809 K |
| Debt | 2.559 K | 0.8% | 50 | 0 | 50 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
306,148
Holdings
121
QoQ value change ($000)
11,080
(3.8%)
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.