Jackson Wealth Management, LLC: 13F holdings
CIK 15367992026Q2
| Positions | 86 |
|---|---|
| Reported value | $169.9m |
| Filed | 2026-08-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHWAB FUNDS VALUE ADV | 53,377,119 | $53.4m | 31.4% |
| SCHWAB FUNDS VALUE ADV | 9,477,935 | $9.5m | 5.6% |
| Jp Morgan Enhanced Index | 1,051,022 | $9.4m | 5.6% |
| Scudder Vit Equity 500 Index | 126,305 | $8.2m | 4.8% |
| KLAC KLA-TENCOR CORP COM | 19,840 | $6.0m | 3.5% |
| AVGO BROADCOM CORP COM | 14,243 | $5.4m | 3.2% |
| MV076195X | 77,401 | $5.3m | 3.1% |
| AAPL APPLE INCORPORATED | 15,419 | $4.5m | 2.6% |
| MSFT MICROSOFT CORPORATION | 11,376 | $4.2m | 2.5% |
| SPYM SPDR SERIES TRUST PORTFO | 44,742 | $3.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536799")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.