13F Filings History of Jacksonville Wealth Management, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$141,242,886
Signature - Title
Dan Ciez - Managing Member/CCO
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Jacksonville Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jacksonville Wealth Management, LLC reported 74 stock holdings with total value $141,242,886 as of Q4 2025. Top holdings included SPY, QQQ, NVDA, RSP, and DIA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $141,242,886 +$8,754,899 -$3,104,791 +$5,650,108 SPY, QQQ, NVDA, RSP, DIA 13F-HR 04 Feb 2026, 13:48
Q3 2025 68 $136,171,899 +$6,321,143 -$2,055,626 +$4,265,517 SPY, NVDA, QQQ, RSP, DIA 13F-HR 04 Nov 2025, 09:59
Q2 2025 65 $124,393,637 +$9,408,119 -$2,055,656 +$7,352,463 SPY, NVDA, QQQ, RSP, DIA 13F-HR 08 Aug 2025, 12:49
Q1 2025 60 $101,624,688 +$2,890,250 -$1,740,755 +$1,149,495 SPY, QQQ, RSP, DIA, NVDA 13F-HR 16 Apr 2025, 13:59
Q4 2024 59 $107,163,883 $0 $0 $0 SPY, NVDA, QQQ, RSP, DIA 13F-HR 21 Jan 2025, 14:46