Jackson Wealth Management, LLC
Q1 2026 13F Holdings
- Locationlake mary, FL
- Num holdings
153
- Value ($000)
$972,100
- Date Filed 05/11/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNITED STATES TREAS BILLS | TSRYS63011 | 912797TZ0 | $100.94M | 10 % | 101,644,000 | ||
APPLE INC COM | AAPL | 037833100 | $51.59M | 5 % | 203,283 | ||
MICROSOFT CORP COM | MSFT | 594918104 | $50.3M | 5 % | 135,884 | ||
BROADCOM INC COM | AVGO | 11135F101 | $50.28M | 5 % | 162,460 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $49.03M | 5 % | 49,030,841 | ||
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | SPYM | 78464A854 | $41.23M | 4 % | 538,699 | ||
VANGUARD INDEX FDS S&P 500 ETF SHS NEW | VOO | 922908363 | $38.56M | 4 % | 64,528 | ||
KLA CORP COM | KLAC | 482480100 | $31.52M | 3 % | 21,407 | ||
SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $24.72M | 3 % | 24,715,239 | ||
ISHARES TR CORE S&P 500 ETF | IVV | 464287200 | $23.17M | 2 % | 35,467 |
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