Jacksonville Wealth Management, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$148.1M
Holdings
68
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 25.9k shares)
12.6%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 21.3k shares)
9.0%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 59.5k shares)
8.9%
04
$DIA
STATE STR SPDR DOW JONES IND
Q1 2026: Exited (was 23.4k shares)
8.1%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 84.5% (66.2k → 10.3k shares)
7.5%
06
$IWM
ISHARES TR
Q1 2026: Sold 94.0% (21.9k → 1.3k shares)
4.3%
07
$DSCO
DOUBLELINE ETF TRUST
Held since at least Q1 2024
4.3%
08
$SPMD
SPDR SERIES TRUST
Q1 2026: Exited (was 77.2k shares)
3.6%
09
$AAPL
APPLE INC
Q1 2026: Sold 46.9% (17.0k → 9.0k shares)
2.9%
10
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 46.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.