SEC Form 13F

Jacobsen Capital Management 13F Holdings

Inspect Jacobsen Capital Management's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-30T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-30
Reported value
$341,914,457
Positions
126

Read this manager's filing book

Step 1 of 3

Disclosed positions

Jacobsen Capital Management: source evidence dated 2026-07-30T03:59:59.999Z.

Issuer
VANGUARD TAX-MANAGED FDS
Ticker
VEA
Class
VAN FTSE DEV MKT
Reported value
$59,360,664
Reported amount
833,132
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001782491-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

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Disclosed positions

See the complete disclosed positions
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$59,360,664833,132SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$49,026,976569,155SHNone
VANGUARD INDEX FDSVTVVALUE ETF$41,393,695189,940SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$15,607,54264,231SHNone
VANGUARD INDEX FDSVBKSML CP GRW ETF$14,475,84639,584SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$12,927,035313,383SHNone
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$12,399,745447,644SHNone
APPLE INCAAPLCOM$9,968,71834,451SHNone
NVIDIA CORPORATIONNVDACOM$9,854,63349,251SHNone
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$7,446,454185,189SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$7,418,91224,475SHNone
ALPHABET INCGOOGLCAP STK CL A$6,228,60217,429SHNone
VANGUARD BD INDEX FDSBIVINTERMED TERM$6,036,59078,704SHNone
MICROSOFT CORPMSFTCOM$5,804,69215,561SHNone
EXTRA SPACE STORAGE INCEXRCOM$5,607,66338,594SHNone
AMAZON COM INCAMZNCOM$4,601,02419,304SHNone
BROADCOM INCAVGOCOM$3,630,5559,611SHNone
MICRON TECHNOLOGY INCMUCOM$2,856,8682,475SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$2,849,15936,570SHNone
ALPHABET INCGOOGCAP STK CL C$2,746,4347,773SHNone
TESLA INCTSLACOM$2,416,3475,745SHNone
META PLATFORMS INCMETACL A$2,334,2744,144SHNone
ADVANCED MICRO DEVICES INCAMDCOM$2,130,1973,667SHNone
ELI LILLY & COLLYCOM$1,850,7201,543SHNone
VISA INCVCOM CL A$1,776,8635,179SHNone
JPMORGAN CHASE & COJPMCOM$1,758,7415,373SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$1,682,8123,363SHNone
JOHNSON & JOHNSONJNJCOM$1,196,7074,712SHNone
MASTERCARD INCORPORATEDMACL A$1,119,1342,179SHNone
INTEL CORPINTCCOM$1,092,6057,825SHNone
LAM RESEARCH CORPLRCXCOM NEW$1,081,1582,495SHNone
WALMART INCWMTCOM$1,077,5569,514SHNone
EXXON MOBIL CORPXOMCOM$1,068,3307,814SHNone
SPDR GOLD TRGLDGOLD SHS$1,067,5652,898SHNone
AMPHENOL CORPAPHCL A$991,4475,623SHNone
CISCO SYS INCCSCOCOM$943,7918,035SHNone
APPLIED MATLS INCAMATCOM$926,8861,282SHNone
ABBVIE INCABBVCOM$921,0063,660SHNone
CATERPILLAR INCCATCOM$842,336791SHNone
GE AEROSPACEGECOM NEW$838,6502,244SHNone
HOME DEPOT INCHDCOM$826,6822,344SHNone
THERMO FISHER SCIENTIFIC INCTMOCOM$814,7101,625SHNone
ABRDN SILVER ETF TRUSTSIVRPHYSCL SILVR SHS$800,79814,244SHNone
KLA CORPKLACCOM NEW$742,2072,460SHNone
PACS GROUP INCPACSCOM SHS$735,88117,258SHNone
GE VERNOVA INCGEVCOM$713,140607SHNone
BOOKING HOLDINGS INCBKNGCOM$705,6523,959SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$701,602750SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$656,29722,300SHNone
COCA COLA COKOCOM$642,5007,906SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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