Jacksonville Wealth Management, LLC has recently submitted its 13F-HR filing, detailing its securities holdings valued at approximately $190.5 million as of September 30, 2026. This report is crucial as it provides insights into the firm's investment strategy and the sectors it is focusing on.

Jacksonville Wealth Management is a financial services firm based in Jacksonville, Florida. The company specializes in wealth management and investment advisory services. The firm operates under the Central Index Key (CIK) number 0002048486 and has been active in reporting its holdings through various SEC filings.

The latest filing, accession number 0001420506-26-002414, indicates that the firm has a total of 76 different securities in its portfolio. This diverse range of investments highlights Jacksonville Wealth Management's strategy to spread risk while capitalizing on potential growth across various sectors.

Among the notable holdings reported in the filing are significant investments in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. These tech giants represent a substantial portion of the firm's portfolio, reflecting a trend towards investing in technology and innovation-driven companies. Additionally, the firm holds investments in healthcare companies like AbbVie Inc. and Eli Lilly & Co., indicating a balanced approach to sectors with growth potential.

This filing may impact other wealth management firms as they analyze Jacksonville Wealth Management's strategies and the sectors they are investing in. The report serves as a benchmark for industry peers, potentially influencing their investment decisions and portfolio allocations.

Looking ahead, the filing does not specify what actions Jacksonville Wealth Management will take next. However, it is expected that the firm will continue to monitor market conditions and adjust its holdings accordingly to optimize returns for its clients.