Long-term investor
Jacksonville Wealth Management, LLC @jacksonvillewealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002048486).
Record
- Tracked since 2025-12-31 (261 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 12.8% · long · since 2025-12-31
- 46090E103 · 10.0% · long · since 2025-12-31
- RSP · 8.7% · long · since 2025-12-31
- DIA · 8.1% · long · since 2025-12-31
- NVDA · 7.0% · long · since 2025-12-31
- IWM · 4.6% · long · since 2025-12-31
- SPMD · 3.8% · long · since 2025-12-31
- DSCO · 3.1% · long · since 2026-03-31
- AAPL · 2.7% · long · since 2025-12-31
- SPYV · 2.5% · long · since 2025-12-31
- MOAT · 2.3% · long · since 2025-12-31
- EEM · 2.2% · long · since 2025-12-31