Jackson Wealth Management, LLC
Jackson Wealth Management, LLC reported 86 positions worth $169.9M as of June 30, 2026 (13F filed August 20, 2026). Largest holding: SNAXX (31.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SNAXX | SH | $53.4M | 31.43% | 53,377,119 | — | — | |
| ▸ 2 | SWVXX | SH | $9.5M | 5.58% | 9,477,935 | — | — | |
| ▸ 3 | AEG063BJ0 | SH | $9.4M | 5.55% | 1,051,022 | — | — | |
| ▸ 4 | SCUDSXT00 | SH | $8.2M | 4.80% | 126,305 | — | — | |
| ▸ 5 | KLAC | SH | $6.0M | 3.52% | 19,840 | — | — | |
| ▸ 6 | AVGO | SH | $5.4M | 3.17% | 14,243 | — | — | |
| ▸ 7 | MV076195X | SH | $5.3M | 3.09% | 77,401 | — | — | |
| ▸ 8 | AAPL | SH | $4.5M | 2.63% | 15,419 | — | — | |
| ▸ 9 | MSFT | SH | $4.2M | 2.50% | 11,376 | — | — | |
| ▸ 10 | SPYM | SH | $3.9M | 2.31% | 44,742 | — | — |
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Frequently Asked Questions
What stocks does Jackson Wealth Management, LLC hold as of Q2 2026?
Jackson Wealth Management, LLC reported 86 positions worth $169.9M in its Q2 2026 13F filing. Largest positions: SNAXX (31.4%), SWVXX (5.6%), Jp Morgan Enhanced Index (5.6%), Scudder Vit Equity 500 Index (4.8%) and KLAC (3.5%).
What did Jackson Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Jackson Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.