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 101–148 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | EQ/AB SHORT DUR GOV BOND | 49K | $100K–$500K | SH |
| — | 500 INDEX | 8K | $100K–$500K | SH |
| — | TAAEGONUSGOVSEC | 336K | $100K–$500K | SH |
| — | Western Asset Management U.S. Governme | 26K | $100K–$500K | SH |
| — | TAJPMGNENINDX | 64K | $100K–$500K | SH |
| — | AMERICAN FUNDS GROWTH-INCOME-CLASS 2 | 42K | $100K–$500K | SH |
| IWL | ISHARES TR RUS TOP 200 ETF | 3K | $100K–$500K | SH |
| — | TAAEGONUSGOVSEC | 226K | $100K–$500K | SH |
| — | TAS&P500INDEX | 14K | $100K–$500K | SH |
| — | EQ/EQUITY 500 INDEX | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 3K | $100K–$500K | SH |
| — | VANGUARD INDEX TR VALU INDEX ADM | 5K | $100K–$500K | SH |
| — | AMERICAN BALANCED FUND-529A | 9K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 1K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 5K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 2K | $100K–$500K | SH |
| — | DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT | 7K | $100K–$500K | SH |
| — | JENNISON GROWTH PORT | 4K | $100K–$500K | SH |
| — | MFS GROWTH FUND-A | 2K | $100K–$500K | SH |
| — | DWS GOVT MONEY MARKET VIP | 26K | $100K–$500K | SH |
| — | 500 INDEX | 5K | $100K–$500K | SH |
| — | TAWMCUSGROWTH | 6K | $100K–$500K | SH |
| — | TAWMCUSGROWTH | 5K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 1K | $100K–$500K | SH |
| — | FIDELITYCONTRAFUND | 40K | $100K–$500K | SH |
| — | MetLife Stock Index Portfolio | 5K | $100K–$500K | SH |
| CHAT | TIDAL TRUST II ROUNDHILL GENER | 5K | $100K–$500K | SH |
| — | S&P500INDEXFUND | 264K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | 5K | $100K–$500K | SH |
| — | VANGUARD 500 INDEX FUND ADMIRAL SHARES | 390 | $100K–$500K | SH |
| — | BR EQUITY INDEX | 2K | $100K–$500K | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN | 4K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | 9K | $100K–$500K | SH |
| — | AMERFUNDAAFUND | 68K | $100K–$500K | SH |
| GLD | SPDR GOLD TR GOLD SHS | 599 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 3K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR PHYSCL GOLD SHS | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CL A | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION COM | 608 | $100K–$500K | SH |
| INTC | INTEL CORP COM | 6K | $100K–$500K | SH |
| ESGU | ISHARES TR ESG AWR MSCI USA | 1K | $100K–$500K | SH |
| ZOMDF | ZOMEDICA CORP COM | 640K | $50K–$100K | SH |
| — | FRK INC FD CL A1 | 13K | $15K–$50K | SH |
| — | AF U.S. GOVERNMENT MONEY MARKET-A | 27K | $15K–$50K | SH |
| — | AF U.S. GOVERNMENT MONEY MARKET-R3 | 26K | $15K–$50K | SH |
| — | EL CAPITAN PRECIOUS METALS I COM | 16K | N/A | SH |
| CTTC | CALMARE THERAPEUTICS INC COM | 127K | N/A | SH |
| — | MEDMEN ENTERPRISES INC SHS | 50K | N/A | SH |