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 51–100 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP COM | 48K | $1M+ | SH |
| — | SCHWAB VALUE ADVANTAGE MONEY ULTRA | 4.3M | $1M+ | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 53K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 4K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 5K | $1M+ | SH |
| HDV | ISHARES TR CORE HIGH DV ETF | 29K | $1M+ | SH |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIF | 54K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | 24K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC COM | 7K | $1M+ | SH |
| — | EQ/EQUITY 500 INDEX | 54K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 119K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF | 44K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD NASD TECH DIV | 28K | $1M+ | SH |
| — | AVIP S&P 500(R) INDEX (GEODE) I | 41K | $1M+ | SH |
| — | EQ/EQUITY 500 INDEX | 17K | $1M+ | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL | 33K | $1M+ | SH |
| — | MetLife Stock Index Portfolio | 42K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 13K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC COM | 6K | $1M+ | SH |
| — | MetLife Stock Index Portfolio | 31K | $1M+ | SH |
| — | TAJPMGNENINDX | 323K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 30K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 12K | $1M+ | SH |
| — | TAWMCUSGROWTH | 234K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS GROWTH ETF | 3K | $1M+ | SH |
| — | PIMCO SHORT-TERM ADM | 133K | $1M+ | SH |
| — | TAWMCUSGROWTH | 282K | $1M+ | SH |
| QRVO | QORVO INC COM | 17K | $1M+ | SH |
| — | SCHWAB CHARLES FAMIL TREAS OBL | 1.4M | $1M+ | SH |
| HD | HOME DEPOT INC COM | 4K | $1M+ | SH |
| — | JNL/MELLON S&P 500 INDEX | 22K | $1M+ | SH |
| — | SCHWAB CHARLES FAMIL TRSY OBL V | 1.2M | $1M+ | SH |
| IAI | ISHARES TR US BR DEL SE ETF | 6K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM | 8K | $1M+ | SH |
| IWV | ISHARES TR RUSSELL 3000 ETF | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 9K | $1M+ | SH |
| WMT | WALMART INC COM | 9K | $1M+ | SH |
| — | Western Asset Management U.S. Governme | 65K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 3K | $1M+ | SH |
| — | SSG S&P 500 INDEX | 3K | $500K+ | SH |
| — | GROWTH STOCK | 7K | $500K+ | SH |
| — | PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL | 15K | $500K+ | SH |
| — | VANGUARD DIVIDEND GROWTH FD | 22K | $500K+ | SH |
| — | GUARANTEED INTEREST ACCT | 670K | $500K+ | SH |
| — | HARTFORD DISCIPLINED EQUITY HLS FUND | 80K | $500K+ | SH |
| — | EQ/GROWTH STRATEGY | 20K | $500K+ | SH |
| — | SCHWAB S&P 500 INDEX FUND SELECT CLASS | 31K | $500K+ | SH |
| PRK | PARK NATL CORP COM | 3K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 460 | $100K–$500K | SH |