Jackson Wealth Management, LLC - Portfolio overview

Jackson Wealth Management, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 6.48%
2. MSFT - MICROSOFT CORP COM, 6.32%
3. AVGO - BROADCOM INC COM, 6.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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