Jackson Wealth Management, LLC
•CIK: 1536799•Filing: Q4 2025
**Jackson Wealth Management, LLC** manages $1.0B across a portfolio of 145 positions. The fund exhibits significant concentration in technology and semiconductor names, highlighted by a substantial $100.8M allocation to BILL and $65.6M in MSFT. Top holdings further include $57.5M in AVGO and $55.8M in AAPL, indicating a focus on established growth leaders. The portfolio also maintains notable allocations to broad market ETFs, including $40.6M in VOO and $24.2M in IVV.
Total AUM
$1.0B
QoQ Performance
+2.7%
Positions
132
Top 10 Concentration
47.6%
Latest Filing
Q4 2025
Top Holdings Allocation
UNIT
MSFT
AVGO
AAPL
UNITED9.8%
MSFT6.4%
AVGO5.6%
AAPL5.4%
SWVXX4.9%
SPYM4.1%
VOO4.0%
KLAC2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.2%
Technology26.2%
ETF6.9%
Financial3.4%
Consumer2.6%
Healthcare1.1%
Industrial0.5%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
—
UNITED STATES TREAS BILLS
SOLD
$93.6M
+17 more exited positions
Changes from Q3 2025
NEW8 new positions
↑72 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023