Jacksonville Wealth Management, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,793
- Description
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- Website
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- 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 | 8/4/2026 | 76 | 176,793 | 13F-HR | Jacksonville Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 68 | 148,074 | 13F-HR | Jacksonville Wealth Management, LLC |
| Q4 2025 | 2/4/2026 | 74 | 141,243 | 13F-HR | Jacksonville Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 68 | 136,172 | 13F-HR | Jacksonville Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 65 | 124,394 | 13F-HR | Jacksonville Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.46 K | 35.9% | 9.472 K | 0 | 9.472 K |
| ETFs | 113.3 K | 64.1% | 19.24 K | 0 | 19.24 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
176,793
Holdings
76
QoQ value change ($000)
28,719
(19.4%)
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.