Jackson Wealth Management, LLC Portfolio Holdings

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

Jackson Wealth Management, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $725 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.3M, Broadcom Inc. with a value of $55.9M, Apple Inc. with a value of $51.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.6M, and Vanguard Index Fds S&P 500 ETF with a value of $37.3M.

Examining the 13F form we can see an increase of $77.9M in the current position value, from $647M to 725M.

Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $725 Million
ETFs: $261 Million
Technology: $250 Million
Financial Services: $81.3 Million
Communication Services: $39.5 Million
Industrials: $28.2 Million
Consumer Defensive: $22.8 Million
Healthcare: $20.9 Million
Consumer Cyclical: $9.94 Million
Other: $11.7 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$55.9 Million 7.71% of portfolio
169,381
Q3 2025 Reduced 0.37%
$161B
$23.7 Million 3.27% of portfolio
21,993
Q3 2025 Added 0.8%
$11.6B
$13.3 Million 1.84% of portfolio
39,458
Q3 2025 Added 1.29%
$98.1B
$11.9 Million 1.64% of portfolio
69,811
Q3 2025 Added 19.34%
$140B
$10.2 Million 1.4% of portfolio
27,172
Q3 2025 Added 0.93%
$54.4B
$8.15 Million 1.12% of portfolio
26,306
Q3 2025 Added 1.46%
$55.9B
$8.04 Million 1.11% of portfolio
8,425
Q3 2025 Added 1.19%
$24.4B
$6.89 Million 0.95% of portfolio
43,064
Q3 2025 Added 1.49%
$64.9B
$5.56 Million 0.77% of portfolio
66,122
Q3 2025 Added 2.48%
$38.4B
$5.27 Million 0.73% of portfolio
28,448
Q3 2025 Added 1.05%
$74.3B
$5.14 Million 0.71% of portfolio
81,199
Q3 2025 New
$123B
$5.01 Million 0.69% of portfolio
10,038
Q3 2025 Added 3.25%
$147B
$4.57 Million 0.63% of portfolio
46,765
Q3 2025 Added 2.3%
$47B
$4.38 Million 0.6% of portfolio
8,921
Q3 2025 Added 4.33%
$107B
$3.45 Million 0.48% of portfolio
4,550
Q3 2025 Added 1.52%
$61.6B
$3.32 Million 0.46% of portfolio
117,166
Q3 2025 Added 1.72%
$29.6B
$2.22 Million 0.31% of portfolio
6,670
Q3 2025 Added 12.65%
$123B
$1.52 Million 0.21% of portfolio
28,716
Q3 2025 Added 5.43%
$64.5B
$654,000 0.09% of portfolio
2,024
Q3 2025 New
$53.3B
$647,000 0.09% of portfolio
2,742
Q3 2025 New
$50.1B
$672,000 0.09% of portfolio
5,598
Q3 2025 New
$74.1B
$553,000 0.08% of portfolio
2,034
Q3 2025 New
$49.1B
$585,000 0.08% of portfolio
488
Q3 2025 Reduced 2.2%
$84.4B
$550,000 0.08% of portfolio
2,805
Q3 2025 New
$27.2B
$521,000 0.07% of portfolio
2,400
Q3 2025 New
$72.7B
$508,000 0.07% of portfolio
2,594
Q3 2025 New
$14.2B
$488,000 0.07% of portfolio
1,559
Q3 2025 New
$24.5B
$523,000 0.07% of portfolio
4,623
Q3 2025 New
$39.4B
$485,000 0.07% of portfolio
676
Q3 2025 New
$111B
$507,000 0.07% of portfolio
1,541
Q3 2025 New
$38.8B
$519,000 0.07% of portfolio
3,207
Q3 2025 New
$29B
$461,000 0.06% of portfolio
15,966
Q3 2025 New
$31.1B
$445,000 0.06% of portfolio
4,614
Q3 2025 New
$14B
$353,000 0.05% of portfolio
5,233
Q3 2025 New
$96.4B
$397,000 0.05% of portfolio
3,214
Q3 2025 Added 5.62%
$136B
$221,000 0.03% of portfolio
600
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $725 Million
  • Prior Value $647 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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