Institutions / Jacobsen Capital Management
Jacobsen Capital Management
CIK 1782491 · Institution · as of Dec 31, 2025
Portfolio value
$306.15M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $63.39M | 20.7% |
| Vanguard Index Fds | $49.36M | 16.1% |
| Vanguard Index Fds | $38.30M | 12.5% |
| Vanguard Index Fds | $14.02M | 4.6% |
| Vanguard Index Fds | $12.18M | 4.0% |
| Schwab Strategic Tr | $11.59M | 3.8% |
| Apple Inc. | $9.37M | 3.1% |
| NVIDIA Corp | $9.16M | 3.0% |
| Microsoft Corp | $7.62M | 2.5% |
| Vanguard Index Fds | $6.23M | 2.0% |
| Alphabet Inc. | $5.84M | 1.9% |
| Extra Space Storage Inc | $5.05M | 1.7% |
| Vanguard Bd Index Fds | $4.96M | 1.6% |
| Amazon.com Inc | $4.38M | 1.4% |
| Broadcom Inc. | $3.25M | 1.1% |
| Meta Platforms Inc | $2.71M | 0.9% |
| Tesla Inc | $2.58M | 0.8% |
| Vanguard Bd Index Fds | $2.56M | 0.8% |
| Alphabet Inc. | $2.43M | 0.8% |
| Visa Inc | $1.90M | 0.6% |
| JPMorgan Chase & Co | $1.72M | 0.6% |
| Warren E. Buffett | $1.66M | 0.5% |
| ELI LILLY & Co | $1.65M | 0.5% |
| Mastercard Inc | $1.26M | 0.4% |
| SPDR Gold Tr | $1.15M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.