Jackson Wealth Management, LLC Portfolio Holdings
Jackson Wealth Management, LLC
- $729 Million
- Q4 2025
Jackson Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $729 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $68.8M, Broadcom Inc. with a value of $56.9M, Apple Inc. with a value of $54.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $42M, and Vanguard Index Fds S&P 500 ETF with a value of $40M.
Examining the 13F form we can see an increase of $3.76M in the current position value, from $725M to 729M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$729 Million
ETFs: $278 Million
Technology: $247 Million
Financial Services: $73.6 Million
Communication Services: $42.3 Million
Industrials: $25.2 Million
Consumer Defensive: $22.6 Million
Healthcare: $22 Million
Energy: $9.42 Million
Other: $8.98 Million