Jacksonville Wealth Management, LLC DSCO — DOUBLELINE ETF TRUST

Ownership history in Jacksonville Wealth Management, LLC  ·  2 quarters on record

AI Ownership Summary

Jacksonville Wealth Management, LLC reported DOUBLELINE ETF TRUST (DSCO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 4.3% in 2026 Q1. The latest visible filing shows DSCO at 3.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jacksonville Wealth Management, LLC's position in DOUBLELINE ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DSCO was reported at 3.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jacksonville Wealth Management, LLC held DSCO — position size vs. price
% of Fund (quarterly)    DSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 12.9% -0.7% ✅ 222,896 -33,098 -12.9% 3.14% $5.6M 2026-08-04 $24.63
2026 Q1 INITIATED — — — 255,994 — — 4.30% $6.4M 2026-04-28 $24.32

FAQ About Jacksonville Wealth Management, LLC and DSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jacksonville Wealth Management, LLC reported owning DSCO?

Jacksonville Wealth Management, LLC reported DSCO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported DSCO position in Jacksonville Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DSCO was 4.30% in 2026 Q1.

What is the latest reported DSCO position on this page?

The most recent filing on this page is 2026 Q2, when Jacksonville Wealth Management, LLC reported 222,896 shares, equal to 3.14% of portfolio, with an estimated market value of $5.6M.

What does the chart on this DSCO ownership page compare?

The chart compares Jacksonville Wealth Management, LLC's quarterly DSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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