Jacobsen Capital Management Portfolio Holdings
Jacobsen Capital Management
- $270 Million
- Q2 2025
Jacobsen Capital Management has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $270 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $56.1M, Vanguard Growth ETF with a value of $44.9M, Vanguard Value ETF with a value of $32.8M, Vanguard Small Cap Value ETF with a value of $13.9M, and Vanguard Small Cap Growth ETF with a value of $11.2M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $230M to 270M.
Below you can find more details about Jacobsen Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$270 Million
ETFs: $184 Million
Technology: $34 Million
Communication Services: $10.5 Million
Financial Services: $10.2 Million
Consumer Cyclical: $8.78 Million
Healthcare: $6.68 Million
Real Estate: $5.97 Million
Consumer Defensive: $3.8 Million
Other: $5.96 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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