Jacksonville Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.5B, Nvidia Corp with a value of $11.2B, Invesco Qqq Trust, Series 1 with a value of $10.9B, Invesco S&P 500 Equal Weight E with a value of $9.63B, and Spdr Dow Jones Industrial Average ETF Trust with a value of $9.15B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $102B to 124B.

Jacksonville Wealth Management, LLC is based out at Jacksonville, FL

Below you can find more details about Jacksonville Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $66.5 Billion
Technology: $26.7 Billion
Industrials: $10.5 Billion
Consumer Cyclical: $7.19 Billion
Communication Services: $6.35 Billion
Healthcare: $3.18 Billion
Financial Services: $2.09 Billion
Consumer Defensive: $1.25 Billion
Other: $259 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $124 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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