# EDGAR Filing Document

**Accession Number:** 0001782491
**File Stem:** 0001782491-25-000004
**Filing Date:** 2025-7
**Character Count:** 14614
**Document Hash:** e394229e68f9f6d390fb3961bb0a2b6c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001782491-25-000004.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001782491-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Jacobsen Capital Management
- **CENTRAL INDEX KEY:** 0001782491

**ORGANIZATION NAME:**
- **EIN:** 861008887
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19555
- **FILM NUMBER:** 251165884

**BUSINESS ADDRESS:**
- **STREET 1:** 101 SOUTH 200 EAST
- **STREET 2:** SUITE 524
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84111
- **BUSINESS PHONE:** 801-746-7171

**MAIL ADDRESS:**
- **STREET 1:** 101 SOUTH 200 EAST
- **STREET 2:** SUITE 524
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Jacobsen Capital Management<br>**Address:** 101 SOUTH 200 EAST<br>SUITE 524<br>SALT LAKE CITY, UT 84111

**Form 13F File Number:** 028-19555

**CRD Number (if applicable):** 000116085

**SEC File Number (if applicable):** 801-63010

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mike Brown<br>**Title:** COO<br>**Phone:** 8017467171

**Signature, Place, and Date of Signing:**

Mike Brown  Salt Lake City, UT  07-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $271631378

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 56101257 | 984060 | SH |  | SOLE |  | 984060 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 44881013 | 102375 | SH |  | SOLE |  | 102375 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 5171705 | 21823 | SH |  | SOLE |  | 21823 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 32837444 | 185795 | SH |  | SOLE |  | 185795 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 11227812 | 40542 | SH |  | SOLE |  | 40542 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 13928136 | 71423 | SH |  | SOLE |  | 71423 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 477908 | 3514 | SH |  | SOLE |  | 3514 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 684861 | 3690 | SH |  | SOLE |  | 3690 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 281554 | 942 | SH |  | SOLE |  | 942 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 373726 | 966 | SH |  | SOLE |  | 966 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 530848 | 3741 | SH |  | SOLE |  | 3741 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3465387 | 19664 | SH |  | SOLE |  | 19664 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1328474 | 7489 | SH |  | SOLE |  | 7489 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 201394 | 3435 | SH |  | SOLE |  | 3435 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4040386 | 18416 | SH |  | SOLE |  | 18416 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 303669 | 952 | SH |  | SOLE |  | 952 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 282840 | 1013 | SH |  | SOLE |  | 1013 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 865445 | 8764 | SH |  | SOLE |  | 8764 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7108492 | 34647 | SH |  | SOLE |  | 34647 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 277534 | 1516 | SH |  | SOLE |  | 1516 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 274088 | 2679 | SH |  | SOLE |  | 2679 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 471558 | 16294 | SH |  | SOLE |  | 16294 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 218866 | 707 | SH |  | SOLE |  | 707 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 279719 | 907 | SH |  | SOLE |  | 907 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 470361 | 9940 | SH |  | SOLE |  | 9940 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1598183 | 3290 | SH |  | SOLE |  | 3290 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 273854 | 261 | SH |  | SOLE |  | 261 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 926278 | 160 | SH |  | SOLE |  | 160 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 334904 | 3118 | SH |  | SOLE |  | 3118 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2549211 | 9248 | SH |  | SOLE |  | 9248 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 246675 | 1015 | SH |  | SOLE |  | 1015 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 249355 | 1172 | SH |  | SOLE |  | 1172 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 322603 | 831 | SH |  | SOLE |  | 831 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 209305 | 2294 | SH |  | SOLE |  | 2294 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 223954 | 773 | SH |  | SOLE |  | 773 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 560660 | 8081 | SH |  | SOLE |  | 8081 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 208920 | 758 | SH |  | SOLE |  | 758 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 580721 | 8208 | SH |  | SOLE |  | 8208 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 224597 | 6293 | SH |  | SOLE |  | 6293 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 775123 | 783 | SH |  | SOLE |  | 783 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 265351 | 521 | SH |  | SOLE |  | 521 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 336642 | 943 | SH |  | SOLE |  | 943 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1218405 | 1563 | SH |  | SOLE |  | 1563 | 0 | 0 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 |  | 5720896 | 38802 | SH |  | SOLE |  | 38802 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 884068 | 8201 | SH |  | SOLE |  | 8201 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 287925 | 1670 | SH |  | SOLE |  | 1670 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 582474 | 2263 | SH |  | SOLE |  | 2263 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 324898 | 614 | SH |  | SOLE |  | 614 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 223736 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 268511 | 1153 | SH |  | SOLE |  | 1153 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 529130 | 1795 | SH |  | SOLE |  | 1795 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 482817 | 613 | SH |  | SOLE |  | 613 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 334197 | 615 | SH |  | SOLE |  | 615 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 747253 | 4892 | SH |  | SOLE |  | 4892 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1540139 | 5312 | SH |  | SOLE |  | 5312 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 210499 | 235 | SH |  | SOLE |  | 235 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 262137 | 2693 | SH |  | SOLE |  | 2693 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 422262 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1257060 | 2237 | SH |  | SOLE |  | 2237 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 356447 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 200317 | 2298 | SH |  | SOLE |  | 2298 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3153875 | 4273 | SH |  | SOLE |  | 4273 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 324764 | 2635 | SH |  | SOLE |  | 2635 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7826917 | 15735 | SH |  | SOLE |  | 15735 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 341867 | 2427 | SH |  | SOLE |  | 2427 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 966852 | 722 | SH |  | SOLE |  | 722 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 347447 | 5005 | SH |  | SOLE |  | 5005 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7738824 | 48983 | SH |  | SOLE |  | 48983 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 651517 | 2980 | SH |  | SOLE |  | 2980 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 573226 | 4205 | SH |  | SOLE |  | 4205 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 297137 | 1452 | SH |  | SOLE |  | 1452 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 257735 | 369 | SH |  | SOLE |  | 369 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 500311 | 2747 | SH |  | SOLE |  | 2747 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 805044 | 5053 | SH |  | SOLE |  | 5053 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 297282 | 1114 | SH |  | SOLE |  | 1114 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 345435 | 2169 | SH |  | SOLE |  | 2169 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 251161 | 4360 | SH |  | SOLE |  | 4360 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 532535 | 3647 | SH |  | SOLE |  | 3647 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 865810 | 1642 | SH |  | SOLE |  | 1642 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 479116 | 1757 | SH |  | SOLE |  | 1757 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 456468 | 444 | SH |  | SOLE |  | 444 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 573411 | 1670 | SH |  | SOLE |  | 1670 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 267776 | 2916 | SH |  | SOLE |  | 2916 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 271007 | 685 | SH |  | SOLE |  | 685 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 210145 | 882 | SH |  | SOLE |  | 882 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1787473 | 5627 | SH |  | SOLE |  | 5627 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 296066 | 1426 | SH |  | SOLE |  | 1426 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 992128 | 2706 | SH |  | SOLE |  | 2706 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 295527 | 2383 | SH |  | SOLE |  | 2383 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 643060 | 1586 | SH |  | SOLE |  | 1586 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 472349 | 3825 | SH |  | SOLE |  | 3825 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 214768 | 491 | SH |  | SOLE |  | 491 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 388315 | 4162 | SH |  | SOLE |  | 4162 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 299334 | 1301 | SH |  | SOLE |  | 1301 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 212764 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 360742 | 8337 | SH |  | SOLE |  | 8337 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1965912 | 5537 | SH |  | SOLE |  | 5537 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 940155 | 9615 | SH |  | SOLE |  | 9615 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 496093 | 6192 | SH |  | SOLE |  | 6192 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 373063 | 5940 | SH |  | SOLE |  | 5940 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 264491 | 1696 | SH |  | SOLE |  | 1696 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 214349 | 1023 | SH |  | SOLE |  | 1023 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 203121 | 4388 | SH |  | SOLE |  | 4388 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 263715 | 678 | SH |  | SOLE |  | 678 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 205895 | 928 | SH |  | SOLE |  | 928 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 228603 | 323 | SH |  | SOLE |  | 323 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 9105742 | 412025 | SH |  | SOLE |  | 412025 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 4723368 | 61073 | SH |  | SOLE |  | 61073 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2604687 | 33096 | SH |  | SOLE |  | 33096 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 323369 | 4085 | SH |  | SOLE |  | 4085 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1014802 | 41522 | SH |  | SOLE |  | 41522 | 0 | 0 |
| PACS GROUP INC | COM SHS | 69380Q107 |  | 189834 | 14693 | SH |  | SOLE |  | 14693 | 0 | 0 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 |  | 214242 | 2880 | SH |  | SOLE |  | 2880 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 804232 | 1894 | SH |  | SOLE |  | 1894 | 0 | 0 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 |  | 490136 | 14244 | SH |  | SOLE |  | 14244 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 883397 | 2898 | SH |  | SOLE |  | 2898 | 0 | 0 |

---