§ 13F · FUND PROFILE
Jacobsen Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271.6T (13F)Positions · 116Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 1.01M | $63.4T | 20.7% | +2% |
| 2 | VUG | VANGUARD INDEX FDS | 101K | $49.4T | 16.1% | ±0% |
| 3 | VTV | VANGUARD INDEX FDS | 201K | $38.3T | 12.5% | +7% |
| 4 | VBR | VANGUARD INDEX FDS | 66K | $14.0T | 4.6% | −3% |
| 5 | VBK | VANGUARD INDEX FDS | 40K | $12.2T | 4.0% | ±0% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 482K | $11.6T | 3.8% | +2% |
| 7 | AAPL | APPLE INC | 34K | $9.4T | 3.1% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 49K | $9.2T | 3.0% | −2% |
| 9 | MSFT | MICROSOFT CORP | 16K | $7.6T | 2.5% | −1% |
| 10 | VB | VANGUARD INDEX FDS | 24K | $6.2T | 2.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACOBSEN SIGNAL
AC read
Jacobsen Capital Management is a Other fund managing $271631.4 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed