Jacksonville Wealth Management, LLC - Portfolio overview

Jacksonville Wealth Management, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.47%
2. QQQ - INVESCO QQQ TR, 8.92%
3. RSP - INVESCO EXCHANGE TRADED FD T, 8.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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