Jacobs Equity Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 17, 2026, Jacobs Equity Llc disclosed 116 stock positions valued at approximately $144.72M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INTL EQUITY INDEX F, SCHWAB STRATEGIC TR, and JPMORGAN CHASE & CO.

Report Period
June 30, 2026
No. of Stocks
116
Portfolio Value
$144.72M
Holdings by Sector
Jacobs Equity Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INTL EQUITY INDEX F VGKOther7.61%124,470+12,035+10.70%$11,020,574
SCHWAB STRATEGIC TR SCHXOther5.40%265,723+22,103+9.07%$7,820,228
JPMORGAN CHASE & CO JPMFinancial Services5.26%23,273+21,254+1052.70%$7,617,951
VANGUARD INTL EQUITY INDEX F VPLOther4.08%51,042-2,543-4.75%$5,905,049
FIDELITY COVINGTON TRUST FTECOther3.64%18,443-804-4.18%$5,266,952
SELECT SECTOR SPDR TR XLKOther3.28%24,936+2,505+11.17%$4,750,807
SCHWAB STRATEGIC TR SCHEOther3.11%124,291+5,532+4.66%$4,506,792
SCHWAB STRATEGIC TR SCHMOther2.64%103,557+12,296+13.47%$3,818,147
SCHWAB STRATEGIC TR SCHCOther2.51%75,548+5,142+7.30%$3,635,370
SCHWAB STRATEGIC TR SCHAOther1.82%72,854+7,792+11.98%$2,632,215
ALPHABET INC GOOGLCommunication Services1.72%6,969+2,000+40.25%$2,490,512
VANGUARD WORLD FD VGTOther1.69%20,487+17,339+550.79%$2,448,606
VANGUARD INTL EQUITY INDEX F VWOOther1.64%39,867+4,217+11.83%$2,379,661
FIDELITY COVINGTON TRUST FNCLOther1.64%30,916+2,948+10.54%$2,366,929
VANGUARD INDEX FDS VOEOther1.54%11,287+675+6.36%$2,230,311
VANGUARD INDEX FDS VBROther1.44%8,597-39-0.45%$2,088,985
VANGUARD INDEX FDS VOTOther1.40%6,604+601+10.01%$2,022,671
VANGUARD INDEX FDS VBKOther1.38%5,467-22-0.40%$1,999,282
FIDELITY COVINGTON TRUST FHLCOther1.38%25,775+2,715+11.77%$1,991,119
FIDELITY COVINGTON TRUST FDISOther1.37%19,322+321+1.69%$1,987,074
ISHARES TR IEUROther1.33%25,605-634-2.42%$1,924,728
SELECT SECTOR SPDR TR XLFOther1.32%35,531+3,716+11.68%$1,904,817
NVIDIA CORPORATION NVDATechnology1.20%8,650+3,234+59.71%$1,730,779
VANGUARD INTL EQUITY INDEX F VSSOther1.16%10,900-1,799-14.17%$1,681,761
FIDELITY COVINGTON TRUST FIDUOther1.13%16,459+1,306+8.62%$1,639,481
ISHARES TR IPACOther1.07%18,903-1,800-8.69%$1,548,723
FIDELITY COVINGTON TRUST FCOMOther1.01%21,058+1,239+6.25%$1,463,110
VANGUARD WORLD FD VCROther0.99%3,599+377+11.70%$1,427,399
AMAZON COM INC AMZNConsumer Cyclical0.94%5,691+3,948+226.51%$1,356,393
SELECT SECTOR SPDR TR XLVOther0.88%7,999+391+5.14%$1,269,121
Showing 30 of 116 holdings in the latest reporting period.