13F Insight
DOSSIER · 13F-HR · Q1 2026

Jackson Wealth Management, LLC

Jackson Wealth's holding co. based in Chicago, IL — $972M in tracked AUM across 153 positions as of Q1 2026.

JW
Jackson Wealth·Chicago, IL·Holding Co.
CIK 0001536799 · last filed Mar 31, 2026
Total AUM
$972M
▲ 9.1%
vs prior
Holdings
153
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Jackson Wealth Management, LLC SEC 13F Filing
1. Portfolio Overview

Jackson Wealth Management, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 96.5%, rising from approximately $522.59 million to $1.03 billion. This near-doubling of assets suggests substantial net capital inflows or strong market performance during the quarter.

The portfolio consists of ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
B 0 06/09/26
UNITED STATES TREAS BILLS
$101M101.6M10.4%
02
AAPL
APPLE INC COM
$52M203K5.3%
03
MSFT
MICROSOFT CORP COM
$50M136K5.2%
04
AVGO
BROADCOM INC COM
$50M162K5.2%
05
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
$49M49.0M5.0%
06
SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
$41M539K4.2%
07
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
$39M65K4.0%
08
KLAC
KLA CORP COM
$32M21K3.2%
09
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
$25M24.7M2.5%
10
IVV
ISHARES TR CORE S&P 500 ETF
$23M35K2.4%

Filing history

Filing history loading…