Jacobs Equity Llc Portfolio Stock Holdings

Jacobs Equity Llc disclosed 105 stock positions valued at approximately $111.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INTL EQUITY INDEX F, SCHWAB STRATEGIC TR, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
105
Portfolio Value
$111.8M
Holdings by Sector
Jacobs Equity Llc Portfolio Holdings in Q1 2026

103 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INTL EQUITY INDEX F VGKOther8.98%112,435-604-0.53%$10,032,608
SCHWAB STRATEGIC TR SCHXOther5.59%243,620+1,318+0.54%$6,246,417
VANGUARD INTL EQUITY INDEX F VPLOther5.40%53,585+9,360+21.16%$6,032,582
SCHWAB STRATEGIC TR SCHEOther3.93%118,759-4,602-3.73%$4,386,957
FIDELITY COVINGTON TRUST FTECOther3.58%19,247+6,813+54.79%$4,004,338
SELECT SECTOR SPDR TR XLKOther3.41%22,431-1,153-4.89%$3,813,999
SCHWAB STRATEGIC TR SCHCOther3.22%70,406+335+0.48%$3,603,370
SCHWAB STRATEGIC TR SCHMOther2.53%91,261+816+0.90%$2,825,441
VANGUARD INDEX FDS VOEOther1.84%10,612+386+3.77%$2,057,637
VANGUARD INDEX FDS VBROther1.82%8,636+331+3.99%$2,030,916
ISHARES TR IEUROther1.79%26,239+1,020+4.04%$1,996,001
FIDELITY COVINGTON TRUST FDISOther1.76%19,001+5,535+41.10%$1,965,699
FIDELITY COVINGTON TRUST FNCLOther1.76%27,968+7,370+35.78%$1,963,354
VANGUARD INTL EQUITY INDEX F VWOOther1.72%35,650+9,292+35.25%$1,926,883
SCHWAB STRATEGIC TR SCHAOther1.69%65,062+30+0.05%$1,892,003
VANGUARD INTL EQUITY INDEX F VSSOther1.66%12,699+4,715+59.06%$1,851,387
VANGUARD INDEX FDS VOTOther1.58%6,003-77-1.27%$1,761,583
ISHARES TR IPACOther1.53%20,703+3,808+22.54%$1,709,222
VANGUARD INDEX FDS VBKOther1.48%5,489+230+4.37%$1,659,050
SELECT SECTOR SPDR TR XLFOther1.48%31,815-2,217-6.51%$1,649,307
FIDELITY COVINGTON TRUST FHLCOther1.46%23,060+8,397+57.27%$1,627,363
ALPHABET INC GOOGLCommunication Services1.28%4,969-694-12.25%$1,428,886
FIDELITY COVINGTON TRUST FCOMOther1.21%19,819+3,042+18.13%$1,350,070
SPDR INDEX SHS FDS SPEUOther1.19%25,928+16,625+178.71%$1,328,551
FIDELITY COVINGTON TRUST FIDUOther1.17%15,153+3,162+26.37%$1,311,038
VANGUARD WORLD FD VISOther1.05%3,403+675+24.74%$1,175,328
VANGUARD WORLD FD VCROther1.03%3,222+205+6.79%$1,156,795
SELECT SECTOR SPDR TR XLVOther0.99%7,608-420-5.23%$1,106,187
ISHARES TR IWPOther0.99%7,928+215+2.79%$1,101,890
FIDELITY COVINGTON TRUST FSTAOther0.94%19,551+5,025+34.59%$1,050,097
VANGUARD WORLD FD VHTOther0.93%3,818+396+11.57%$1,042,696
SPDR INDEX SHS FDS SPEMOther0.91%21,626+11,390+111.27%$1,014,476
SPDR INDEX SHS FDS EWXOther0.90%13,501+94+0.70%$1,010,273
NVIDIA CORPORATION NVDATechnology0.85%5,416-80-1.46%$944,550
ISHARES TR IWSOther0.84%5,908+99+1.70%$940,569
EXXON MOBIL CORP XOMEnergy0.78%5,158-423-7.58%$875,071
VANGUARD WORLD FD VFHOther0.78%7,178+1,255+21.19%$867,174
VANGUARD INTL EQUITY INDEX F VNQIOther0.74%18,548+348+1.91%$824,459
SELECT SECTOR SPDR TR XLIOther0.74%5,091-970-16.00%$823,367
SCHWAB STRATEGIC TR SCHFOther0.73%33,110+12,308+59.17%$819,473
SELECT SECTOR SPDR TR XLPOther0.71%9,732-724-6.92%$797,829
VANGUARD WORLD FD VDEOther0.69%4,760-380-7.39%$773,178
APPLE INC AAPLTechnology0.63%2,757-2,511-47.67%$699,699
SELECT SECTOR SPDR TR XLCOther0.62%6,268+633+11.23%$694,870
SELECT SECTOR SPDR TR XLYOther0.61%6,293-934-12.92%$685,811
VANGUARD INDEX FDS VNQOther0.61%7,016+136+1.98%$681,212
WALMART INC WMTConsumer Defensive0.60%5,389-931-14.73%$669,745
BERKSHIRE HATHAWAY INC DEL BRK-BFinancial Services0.59%1,371--$656,983
FIDELITY COVINGTON TRUST FENYOther0.58%18,982+3,890+25.78%$645,768
VANGUARD WORLD FD VOXOther0.57%3,223+60+1.90%$639,141
PHILLIPS 66 PSXEnergy0.56%3,429+1+0.03%$624,705
JPMORGAN CHASE & CO. JPMFinancial Services0.53%2,019-400-16.54%$593,909
SIRIUSXM HOLDINGS INC SIRIConsumer Discretionary0.52%25,100-400-1.57%$579,308
VANGUARD SCOTTSDALE FDS VMBSOther0.50%11,848+2,144+22.09%$556,264
SELECT SECTOR SPDR TR XLEOther0.49%8,889-221-2.43%$544,540
UNITEDHEALTH GROUP INC UNHHealthcare0.48%1,993+300+17.72%$539,286
GOLDMAN SACHS GROUP INC GSFinancial Services0.47%626-4-0.63%$529,590
CISCO SYS INC CSCOTechnology0.44%6,381-65-1.01%$495,102
FIDELITY COVINGTON TRUST FMATOther0.44%8,573+2,078+31.99%$494,148
ISHARES TR IEVOther0.43%7,010--$476,259
FRANKLIN TEMPLETON ETF TRFLCAOther0.42%9,604+9,604+100.00%$470,020
MICROSOFT CORP MSFTTechnology0.41%1,239+16+1.31%$458,641
FIDELITY COVINGTON TRUST FUTYOther0.41%7,761+1,744+28.98%$458,442
ISHARES TR IYHOther0.39%7,035-1,056-13.05%$433,637
BROADCOM INC AVGOTechnology0.38%1,384+49+3.67%$428,362
ISHARES TR IJTOther0.37%2,839--$410,832
ISHARES TR IYFOther0.36%3,417-51-1.47%$402,044
SELECT SECTOR SPDR TR XLBOther0.34%7,695-817-9.60%$384,519
SCHWAB STRATEGIC TR SCHHOther0.34%17,846+6,139+52.44%$383,511
VISTRA CORP VSTUtilities0.33%2,454+493+25.14%$368,910
AMAZON COM INC AMZNConsumer Cyclical0.32%1,743-80-4.39%$363,015
BARINGS CORPORATE INVS MCIFinancial Services0.32%21,028--$362,523
KROGER CO KRConsumer Defensive0.32%4,951-8,370-62.83%$358,254
VANGUARD WORLD FD VDCOther0.32%1,537+133+9.47%$354,417
ALPS ETF TR OGIGOther0.31%8,597-103-1.18%$350,798
SPDR SERIES TRUST SLYVOther0.31%3,371-1,365-28.82%$350,314
VANGUARD WORLD FD VGTOther0.31%3,148+1,073+51.71%$344,895
DOLLAR TREE INC DLTRConsumer Defensive0.29%2,950-500-14.49%$323,055
VANGUARD SCOTTSDALE FDS VCLTOther0.28%4,217+367+9.53%$315,094
WP CAREY INC WPCReal Estate0.28%4,610-258-5.30%$313,296
AT&T INC TCommunication Services0.28%10,743-500-4.45%$311,440
SPDR SERIES TRUST SLYGOther0.27%2,704-1,031-27.60%$296,980
LAMAR ADVERTISING CO NEW LAMRReal Estate0.26%2,290--$290,051
ISHARES TR SCZOther0.26%3,684-120-3.15%$288,862
VANGUARD WORLD FD VPUOther0.25%1,406+73+5.48%$278,458
ISHARES TR EEMOther0.25%4,900--$278,271
QUALCOMM INC QCOMTechnology0.24%2,067-847-29.07%$266,188
ALTRIA GROUP INC MOConsumer Defensive0.23%3,920-1,743-30.78%$258,696
3M CO MMMIndustrials0.23%1,768-929-34.45%$256,767
WISDOMTREE TR DGSOther0.23%4,265+579+15.71%$256,327
LOWES COS INC LOWConsumer Cyclical0.22%1,060-1,500-58.59%$250,485
ADOBE INC ADBETechnology0.22%997-11-1.09%$242,351
FIDELITY NATIONAL FINANCIAL FNFFinancial Services0.21%5,146-400-7.21%$238,671
SCHWAB STRATEGIC TR SCHQOther0.21%7,435+375+5.31%$233,682
SCHWAB STRATEGIC TR SCHPOther0.20%8,555+549+6.86%$227,649
PRUDENTIAL FINL INC PRUFinancial Services0.20%2,295--$224,199
EA SERIES TRUSTBOXXOther0.20%1,900+1,900+100.00%$220,951
FS KKR CAP CORP FSKFinancial Services0.19%20,900-250-1.18%$212,762
TJX COS INC NEW TJXConsumer Cyclical0.19%1,298-122-8.59%$207,291
CHEVRON CORPORATIONCVXEnergy0.18%975+975+100.00%$201,728