Jackson Wealth Management, LLC
Q3 2025 13F Holdings
- Locationlake mary, FL
- Num holdings
168
- Value ($000)
$1,000,074
- Date Filed 10/03/2025
- Form type13F-HR
- CIK 0001536799
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNITED STATES TREAS BILLS | TSRYS60859 | 912797QS9 | $93.56M | 9 % | 94,210,000 | ||
M MICROSOFT CORP COM | MSFT | 594918104 | $69.28M | 7 % | 133,767 | ||
A BROADCOM INC COM | AVGO | 11135F101 | $55.88M | 6 % | 169,381 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $51.91M | 5 % | 51,905,024 | ||
A APPLE INC COM | AAPL | 037833100 | $51.40M | 5 % | 201,857 | ||
K SPDR SERIES TRUST PORTFOLIO S&P500 | SPLG | 78464A854 | $44.19M | 4 % | 564,067 | ||
V VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $37.34M | 4 % | 60,984 | ||
K KLA CORP COM NEW | KLAC | 482480100 | $23.72M | 2 % | 21,993 | ||
S SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $23.28M | 2 % | 23,278,298 | ||
I ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $21.91M | 2 % | 32,740 |
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