Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jackson Wealth Management, LLC (CIK 1536799) reported $972.1M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($100.9M, 10.38%), AAPL ($51.6M, 5.31%), MSFT ($50.3M, 5.17%), AVGO ($50.3M, 5.17%), SWVXX ($49.0M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNITED STATES TREAS BILLS | $100.9M | 10.38% | 101.6M | New | |
| 2 | AAPL | APPLE INC COM | $51.6M | 5.31% | 203,283 | Trimmed |
| 3 | MSFT | MICROSOFT CORP COM | $50.3M | 5.17% | 135,884 | Added |
| 4 | AVGO | BROADCOM INC COM | $50.3M | 5.17% | 162,460 | Trimmed |
| 5 | SWVXX | SCHWAB VALUE ADVANTAGE MONEY INV | $49.0M | 5.04% | 49.0M | Trimmed |
| 6 | SPLG | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | $41.2M | 4.24% | 538,699 | Added |
| 7 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $38.6M | 3.97% | 64,528 | Trimmed |
| 8 | KLAC | KLA CORP COM | $31.5M | 3.24% | 21,407 | Trimmed |
| 9 | SWOXX | SCHWAB CHARLES FAMIL MUNI MONEY | $24.7M | 2.54% | 24.7M | Trimmed |
| 10 | IVV | ISHARES TR CORE S&P 500 ETF | $23.2M | 2.38% | 35,467 | Added |
| 11 | LRCX | LAM RESH CORP COM NEW | $21.9M | 2.26% | 102,732 | Trimmed |
| 12 | SMH | VANECK ETF TR SEMICONDUCTOR ETF | $19.2M | 1.98% | 50,170 | Added |
| 13 | OEF | ISHARES TR S&P 100 ETF | $18.7M | 1.92% | 58,726 | Trimmed |
| 14 | QQQM | INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF | $18.0M | 1.85% | 75,830 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTORMFG CO SPONSORED ADR | $17.2M | 1.77% | 50,825 | Added |
| 16 | GOOGL | ALPHABET INC CL A | $16.9M | 1.74% | 58,852 | Trimmed |
| 17 | DGRO | ISHARES TR CORE DIVID GROWTH ETF | $16.2M | 1.67% | 231,010 | Trimmed |
| 18 | MA | MASTERCARD INC CL A | $15.8M | 1.62% | 31,597 | Added |
| 19 | COST | COSTCO WHSL CORP NEWCOM | $14.3M | 1.47% | 14,325 | Trimmed |
| 20 | META | META PLATFORMS INC CL A | $12.7M | 1.31% | 22,255 | Added |
| 21 | NVDA | NVIDIA CORP COM | $12.7M | 1.31% | 73,010 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR UNIT SER 1 | $12.6M | 1.30% | 21,840 | Added |
| 23 | GOOG | ALPHABET INC CAP STKCL C | $12.2M | 1.25% | 42,354 | Trimmed |
| 24 | EVR | EVERCORE INC CL A | $11.8M | 1.22% | 39,605 | Trimmed |
| 25 | SPHQ | INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF | $11.1M | 1.14% | 147,594 | Added |
Source: SEC Form 13F filings · as of 2026-03-31