Jackson Wealth Management, LLC
Jackson Wealth Management, LLC reported 86 holdings worth US$170M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 20, 2026
Jackson Wealth Management, LLC reported 86 holdings worth US$170M as of Jun 30, 2026. Largest: Kla Corporation, Broadcom Inc. and Apple Inc. Filed Aug 20, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$170M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kla Corporation | 19,840 | US$5.99M | 3.5% |
| Broadcom Inc. | 14,243 | US$5.38M | 3.2% |
| Apple Inc | 15,419 | US$4.46M | 2.6% |
| Microsoft Corp. | 11,376 | US$4.24M | 2.5% |
| Alphabet Inc (google) Class C | 11,013 | US$3.94M | 2.3% |
| Lam Research Corporation | 7,815 | US$3.39M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,006 | US$2.39M | 1.4% |
| Nvidia Corporation | 10,021 | US$2M | 1.2% |
| Mastercard Incorporated | 3,043 | US$1.56M | 0.92% |
| Meta Platforms, Inc. | 2,451 | US$1.38M | 0.81% |
| Costco Wholesale Corporation | 1,350 | US$1.26M | 0.74% |
| Evercore Inc. | 3,360 | US$1.15M | 0.68% |
| Abbvie Inc. | 4,109 | US$1.03M | 0.61% |
| United Rentals, Inc. | 831 | US$941K | 0.55% |
| Cencora, Inc. | 2,404 | US$680K | 0.40% |
| Blackstone Inc. | 5,457 | US$642K | 0.38% |
| Amazon.com, Inc. | 2,575 | US$614K | 0.36% |
| Palo Alto Networks, Inc. | 1,793 | US$611K | 0.36% |
| Berkshire Hathaway Inc. | 1,000 | US$500K | 0.29% |
| Williams Companies, Inc. (the) | 6,407 | US$476K | 0.28% |
| Morgan Stanley | 2,253 | US$471K | 0.28% |
| Visa Inc. | 1,339 | US$459K | 0.27% |
| Arthur J. Gallagher & Co. | 1,735 | US$398K | 0.23% |
| Ares Management Corporation | 3,238 | US$360K | 0.21% |
| Lockheed Martin Corporation | 700 | US$356K | 0.21% |
| Parker-hannifin Corporation | 362 | US$354K | 0.21% |
| Advanced Micro Devices Inc | 603 | US$350K | 0.21% |
| Hsbc Holdings Plc | 3,487 | US$332K | 0.20% |
| Kinder Morgan, Inc. | 9,824 | US$314K | 0.18% |
| Blackrock, Inc. | 312 | US$300K | 0.18% |
| Applied Materials, Inc. | 345 | US$249K | 0.15% |
| Boston Scientific Corporation | 5,306 | US$226K | 0.13% |
Source
View original at SEC
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