Jackson Wealth Management, LLC
Q4 2025 13F Holdings
- Locationlake mary, FL
- Num holdings
154
- Value ($000)
$1,026,992
- Date Filed01/20/2026
- Form type13F-HR
- CIK0001536799
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNITED STATES TREAS BILLS | TSRYS61578 | 912797RV1 | $100.75M | 10 % | 101,371,000 | ||
MICROSOFT CORP COM | MSFT | 594918104 | $65.58M | 6 % | 135,600 | ||
BROADCOM INC COM | AVGO | 11135F101 | $57.51M | 6 % | 166,160 | ||
APPLE INC COM | AAPL | 037833100 | $55.79M | 5 % | 205,198 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $49.94M | 5 % | 49,935,279 | ||
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | SPYM | 78464A854 | $42.58M | 4 % | 530,805 | ||
VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $40.65M | 4 % | 64,811 | ||
KLA CORP COM NEW | KLAC | 482480100 | $26.83M | 3 % | 22,077 | ||
SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $24.79M | 2 % | 24,793,268 | ||
ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $24.23M | 2 % | 35,369 |
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