Uploaded July 2026 | Updated September 2026, 2 days ago
SpaceX just went public at a $2.5 trillion valuation, and depending on what funds you hold, you may already be a shareholder without ever making a single decision about it. Dustin Tibbitts of Jazz Wealth breaks down exactly which indexes, ETFs, and mutual funds already include SpaceX, and what that means for your 401k, IRA, or target date fund.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or investment strategy. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This presentation is provided for educational and informational purposes only. All References to SpaceX, SPCX, Starlink, xAI, OpenAI, Anthropic, mutual funds, ETFs, target-date funds, and index funds are for illustrative purposes only and should not be interpreted as endorsements or personalized recommendations. Information presented is based on publicly available sources believed to be reliable as of the recording date; however, accuracy, completeness, and
timeliness cannot be guaranteed. Opinions expressed are subject to change without notice. Any discussion of future events, earnings, valuations, index inclusion, IPO activity, market performance, or regulatory developments constitutes forward-looking commentary that is inherently uncertain and may not occur as anticipated. Diversification and asset allocation do not ensure a profit or protect against losses in declining markets. Indexes are unmanaged, unavailable for direct investment, and do not reflect fees, expenses, or transaction costs. Fund holdings, index constituents, and company data may change over time. Investors should carefully consider their individual financial circumstances, investment objectives, and risk tolerance before making investment decisions and should consult qualified financial, tax, or
legal professionals when appropriate.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
SpaceX just went public at a $2.5 trillion valuation, and depending on what funds you hold, you may already be a shareholder without ever making a single decision about it. Dustin Tibbitts of Jazz Wealth breaks down exactly which indexes, ETFs, and mutual funds already include SpaceX, and what that means for your 401k, IRA, or target date fund.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or investment strategy. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This presentation is provided for educational and informational purposes only. All References to SpaceX, SPCX, Starlink, xAI, OpenAI, Anthropic, mutual funds, ETFs, target-date funds, and index funds are for illustrative purposes only and should not be interpreted as endorsements or personalized recommendations. Information presented is based on publicly available sources believed to be reliable as of the recording date; however, accuracy, completeness, and
timeliness cannot be guaranteed. Opinions expressed are subject to change without notice. Any discussion of future events, earnings, valuations, index inclusion, IPO activity, market performance, or regulatory developments constitutes forward-looking commentary that is inherently uncertain and may not occur as anticipated. Diversification and asset allocation do not ensure a profit or protect against losses in declining markets. Indexes are unmanaged, unavailable for direct investment, and do not reflect fees, expenses, or transaction costs. Fund holdings, index constituents, and company data may change over time. Investors should carefully consider their individual financial circumstances, investment objectives, and risk tolerance before making investment decisions and should consult qualified financial, tax, or
legal professionals when appropriate.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
