Jacobsen Capital Management
Jacobsen Capital Management LLC is an independent SEC-registered investment adviser headquartered in Salt Lake City, Utah. Founded in 2011, the firm manages assets primarily for high net worth individuals, with a client base also including other individuals and a small number of charitable organizations and insurance companies. The firm employs 6 people, most of whom are investment professionals, and manages nearly half a billion dollars in discretionary assets.
Investment Strategy
Jacobsen Capital Management focuses on discretionary portfolio management for high net worth individuals, utilizing a diversified strategy that concentrates on publicly traded equities across sectors such as technology, consumer discretionary, and healthcare. The firm is long-biased and emphasizes individual stock selection, risk management, and client-specific portfolio customization. Its filings show significant holdings in major public companies including Apple, Microsoft, Nvidia, Alphabet, and Amazon. Jacobsen Capital Management seeks capital appreciation over the long term through research-driven active management tailored to the financial goals of its clients.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 20.65% | $56.1M | 984,060 | $44.67 | $57.01 | +$7.6M |
V VUG | VANGUARD INDEX FDS | 16.52% | $44.9M | 102,375 | $225.00 | $438.40 | +$7.7M |
V VTV | VANGUARD INDEX FDS | 12.09% | $32.8M | 185,795 | $115.34 | $176.74 | +$1.3M |
V VBR | VANGUARD INDEX FDS | 5.13% | $13.9M | 71,423 | $154.14 | $195.01 | +$1.3M |
V VBK | VANGUARD INDEX FDS | 4.13% | $11.2M | 40,542 | $220.43 | $276.94 | +$2.0M |