Jackson Wealth Management, LLC - Portfolio Stock Holdings
Jackson Wealth Management, LLC disclosed 91 stock positions in a recent SEC 13F filing. $67,385,501 of stock holdings were filed, with the largest holdings including KLAC, AVGO, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,069,600,000 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
91Est. Stock Holding Value:
$67,385,501Top Stock Holdings By Sector
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Portfolio Stock Holdings - Jackson Wealth Management, LLC
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% of Portfolio
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