Jackson Wealth Management, LLC — 13F holdings

Jackson Wealth Management, LLC reported 86 holdings worth $170M in its 13F filing for Q2 2026, filed August 20, 2026.

Largest positions

1. SNAXX SCHWAB PRIME ADVANTAGE MONEY ULTRA — $53.4M (31.4%)
2. SWVXX SCHWAB PRIME ADVANTAGE M — $9.48M (5.6%)
3. TAJPMGNENINDX — $9.43M (5.6%)
4. DWS EQUITY 500 INDEX VIP — $8.15M (4.8%)
5. KLAC KLA CORP — $5.99M (3.5%)
6. AVGO BROADCOM INC — $5.38M (3.2%)
7. MetLife Stock Index Portfolio — $5.26M (3.1%)
8. AAPL APPLE INC — $4.46M (2.6%)
9. MSFT MICROSOFT CORP — $4.24M (2.5%)
10. SPYM SPDR SERIES TRUST — $3.93M (2.3%)