Jacksonville Wealth Management, LLC
Jacksonville Wealth Management, LLC is a registered investment adviser headquartered in Jacksonville, Florida. The firm focuses on comprehensive investment management and retirement planning services tailored to families, retirees, and business owners. Founded in 2015, it serves primarily individual investors, both high net worth and non-high net worth, employing a holistic, client-centered approach to financial planning. As of February 2025, it manages over $434.6 million in assets and employs approximately 10–13 professionals, including both investors and brokers.
Investment Strategy
Jacksonville Wealth Management employs a holistic and comprehensive investment management strategy that integrates retirement planning, wealth management, and financial planning. The firm’s philosophy centers on delivering customized portfolios based on each client's financial objectives, risk tolerance, and long-term aspirations. Their approach emphasizes shared values, client service, and education, with investment selections focusing on broad diversification, risk-adjusted returns, and disciplined, client-centric portfolio management for families, retirees, and business owners.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.70% | $14.5M | 23,549 | $587.84 | $617.85 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 9.04% | $11.2M | 71,197 | $134.63 | $157.99 | +$3.6M |
Q QQQ | INVESCO QQQ TR | 8.72% | $10.9M | 19,670 | $513.95 | $551.64 | +$2.4M |
R RSP | INVESCO EXCHANGE TRADED FD T | 7.74% | $9.6M | 53,004 | $175.86 | $181.74 | +$1.4M |
D DIA | SPDR DOW JONES INDL AVERAGE | 7.35% | $9.1M | 20,758 | $427.02 | $440.65 | +$1.4M |