account_balance
Investment manager · 13F filer · SEC CIK 1536799
Jackson Wealth Management, LLC
Reported value$170Mas of Jun 30, 2026
Positions86 4 new, 66 sold out
Top 10 weight64.6%Schwab Funds Value Adv alone is 31%
FiledAug 2051 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Schwab Funds Value Adv
31.4%Added +4058%
KLACKLA Corp
3.5%Trimmed −91%
AVGOBroadcom Inc.
3.2%Trimmed −91%
Mv076195x
3.1%
AAPLApple Inc.
2.6%Trimmed −92%
MSFTMicrosoft Corp
2.5%
SPYMSPDR Series Trust Portfo
2.3%
LRCXLam Research Corp
2.0%−92%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Schwab Funds Value Adv 31.4% Added +4058%
Schwab Funds Value Adv 5.6% Trimmed −81%
Jp Morgan Enhanced Index 5.6% Trimmed −8%
Scudder Vit Equity 500 Index 4.8% Trimmed −7%
KLAC KLA Corp 3.5% Trimmed −91%AVGO Broadcom Inc. 3.2% Trimmed −91%Mv076195x 3.1% Held
AAPL Apple Inc. 2.6% Trimmed −92%MSFT Microsoft Corp 2.5% Trimmed −92%SPYM SPDR Series Trust Portfo 2.3% Trimmed −92%
LRCX Lam Research Corp 2.0% Trimmed −92%Metlife Stock Index 1.5% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
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