Jeff Jacobs

Jacobs Equity Llc

Assets Managed

$111.769M

Holdings

105

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

7.64%(2Q avg: 3.82%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jacobs Equity Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Jacobs Equity Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.769M in assets, with a quarterly growth rate of 7.64% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by Jeff Jacobs, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VGK Vanguard Ftse Europe Etf Recent Activity Decreased -0.53%	8.98%	$10.033M 112,435 shares@ $89.24 avg price	Decreased -0.53%
SCHX Schwab Us Large-cap Etf Recent Activity Increased 0.55%	5.59%	$6.246M 243,620 shares@ $25.65 avg price	Increased 0.55%
VPL Vanguard Ftse Pacific Etf Recent Activity Increased 21.17%	5.4%	$6.033M 53,585 shares@ $112.58 avg price	Increased 21.17%
SCHE Schwab Emrg Mrkts Eqty Etf Recent Activity Decreased -3.73%	3.93%	$4.387M 118,759 shares@ $36.94 avg price	Decreased -3.73%
FTEC Fidelity Msci Info Tech Etf Recent Activity Increased 54.8%	3.59%	$4.004M 19,247 shares@ $208.05 avg price	Increased 54.8%
XLK Technology Select Sect Spdr Recent Activity Decreased -4.88%	3.42%	$3.814M 22,431 shares@ $170.04 avg price	Decreased -4.88%
SCHC Schwab Intl Small-cap Equity Recent Activity Increased 0.48%	3.23%	$3.603M 70,406 shares@ $51.18 avg price	Increased 0.48%
SCHM Schwab Us Mid Cap Etf Recent Activity Increased 0.91%	2.53%	$2.825M 91,261 shares@ $30.97 avg price	Increased 0.91%
VOE Vanguard Mid-cap Value Etf Recent Activity Increased 3.78%	1.85%	$2.058M 10,612 shares@ $193.9 avg price	Increased 3.78%
VBR Vanguard Small-cap Value Etf Recent Activity Increased 3.99%	1.82%	$2.031M 8,636 shares@ $235.17 avg price	Increased 3.99%

1-10 of 105