Jacksonville Wealth Management, LLCETFConcentrated long-term

CIK: 0002048486 | JACKSONVILLE, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	76	$190.5M	2026-10-30	SEC ↗
Q2 2026	13F-HR	76	$176.8M	2026-08-04	SEC ↗
Q1 2026	13F-HR	68	$148.1M	2026-04-28	SEC ↗
Q4 2025	13F-HR	74	$141.2M	2026-02-04	SEC ↗
Q3 2025	13F-HR	68	$136.2M	2025-11-04	SEC ↗
Q2 2025	13F-HR	65	$124.4M	2025-08-08	SEC ↗
Q1 2025	13F-HR	60	$101.6M	2025-04-16	SEC ↗
Q4 2024	13F-HR	59	$107.2M	2025-01-21	SEC ↗