Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jacobsen Capital Management (CIK 1782491) reported $341.9M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($59.4M, 17.36%), VUG ($49.0M, 14.34%), VTV ($41.4M, 12.11%), VBR ($15.6M, 4.56%), VBK ($14.5M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $59.4M | 17.36% | 833,132 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $49.0M | 14.34% | 569,155 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $41.4M | 12.11% | 189,940 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $15.6M | 4.56% | 64,231 | Added |
| 5 | VBK | VANGUARD INDEX FDS | $14.5M | 4.23% | 39,584 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $12.9M | 3.78% | 313,383 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $12.4M | 3.63% | 447,644 | Added |
| 8 | AAPL | APPLE INC | $10.0M | 2.92% | 34,451 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $9.9M | 2.88% | 49,251 | Trimmed |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $7.4M | 2.18% | 185,189 | Added |
| 11 | VB | VANGUARD INDEX FDS | $7.4M | 2.17% | 24,475 | Added |
| 12 | GOOGL | ALPHABET INC | $6.2M | 1.82% | 17,429 | Trimmed |
| 13 | BIV | VANGUARD BD INDEX FDS | $6.0M | 1.77% | 78,704 | Added |
| 14 | MSFT | MICROSOFT CORP | $5.8M | 1.70% | 15,561 | Added |
| 15 | EXR | EXTRA SPACE STORAGE INC | $5.6M | 1.64% | 38,594 | Added |
| 16 | AMZN | AMAZON COM INC | $4.6M | 1.35% | 19,304 | Added |
| 17 | AVGO | BROADCOM INC | $3.6M | 1.06% | 9,611 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $2.9M | 0.84% | 2,475 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $2.8M | 0.83% | 36,570 | Added |
| 20 | GOOG | ALPHABET INC | $2.7M | 0.80% | 7,773 | Trimmed |
| 21 | TSLA | TESLA INC | $2.4M | 0.71% | 5,745 | Trimmed |
| 22 | META | META PLATFORMS INC | $2.3M | 0.68% | 4,144 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.62% | 3,667 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $1.9M | 0.54% | 1,543 | Added |
| 25 | V | VISA INC | $1.8M | 0.52% | 5,179 | Added |
Source: SEC Form 13F filings · as of 2026-06-30