CIK 1536799
Jackson Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
148
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | UNITED STATES TREAS BILLS | 101.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 136K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 166K | $1M+ | SH |
| AAPL | APPLE INC COM | 205K | $1M+ | SH |
| — | SCHWAB VALUE ADVANTAGE MONEY INV | 49.9M | $1M+ | SH |
| SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 531K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 65K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 22K | $1M+ | SH |
| — | SCHWAB CHARLES FAMIL MUNI MONEY | 24.8M | $1M+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 35K | $1M+ | SH |
| OEF | ISHARES TR S&P 100 ETF | 59K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 76K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 60K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 106K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 32K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 20K | $1M+ | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 232K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 22K | $1M+ | SH |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | 38K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 74K | $1M+ | SH |
| EVR | EVERCORE INC CLASS A | 40K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 43K | $1M+ | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 22K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 36K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T S&P500 QUALITY | 146K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 55K | $1M+ | SH |
| IYW | ISHARES TR U.S. TECH ETF | 54K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 46K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 68K | $1M+ | SH |
| COR | CENCORA INC COM | 29K | $1M+ | SH |
| — | TAJPMGNENINDX | 1.1M | $1M+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 18K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 27K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 | 144K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | 68K | $1M+ | SH |
| — | DWS EQUITY 500 INDEX VIP | 136K | $1M+ | SH |
| SPYG | SPDR SER TR STATE STR SPDR PORTFOLIO S&P 500 GROWTH ETF | 71K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 44K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 9K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 27K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 30K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS EURO STOXX 50 | 88K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR TR UNIT | 8K | $1M+ | SH |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | 13K | $1M+ | SH |
| V | VISA INC COM CL A | 14K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 10K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 84K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 10K | $1M+ | SH |
| — | MetLife Stock Index Portfolio | 77K | $1M+ | SH |
| MGC | VANGUARD WORLD FD MEGA CAP INDEX | 18K | $1M+ | SH |