Jacobs Equity LLC — 13F holdings

Jacobs Equity LLC reported 121 holdings worth $145M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. VGK VANGUARD INTL EQUITY INDEX F — $11.0M (7.6%)
2. SCHX SCHWAB STRATEGIC TR — $7.82M (5.4%)
3. JPM JPMorgan Chase & Co. — $7.62M (5.3%)
4. VPL VANGUARD INTL EQUITY INDEX F — $5.91M (4.1%)
5. FTEC FIDELITY COVINGTON TRUST — $5.27M (3.6%)
6. XLK SELECT SECTOR SPDR TR — $4.75M (3.3%)
7. SCHE SCHWAB STRATEGIC TR — $4.51M (3.1%)
8. SCHM SCHWAB STRATEGIC TR — $3.82M (2.6%)
9. SCHC SCHWAB STRATEGIC TR — $3.64M (2.5%)
10. SCHA SCHWAB STRATEGIC TR — $2.63M (1.8%)