StockDriftsStockDriftsTop 50 Jackson Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA-TENCOR CORP COM | 3.52% | 19.8K | $6.0M | -90.73%(-194.23K) | $53.30(+238.91%) | 2026-06-30 | |
| AVGO | BROADCOM CORP COM | 3.17% | 14.2K | $5.4M | -91.23%(-148.22K) | $106.39(+240.25%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 2.63% | 15.4K | $4.5M | -92.42%(-187.86K) | $161.28(+106.02%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 2.5% | 11.4K | $4.2M | -91.63%(-124.51K) | $310.77(+59.48%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST PORTFO | 2.31% | 44.7K | $3.9M | -91.69%(-493.96K) | $64.02(+40.13%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP COM | 1.99% | 7.8K | $3.4M | -92.39%(-94.92K) | $70.68(+321.92%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR A | 1.41% | 5.0K | $2.4M | -90.15%(-45.82K) | $239.43(+80.95%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF SHS | 1.4% | 3.5K | $2.4M | -94.65%(-61.08K) | $456.61(+53.86%) | 2026-06-30 | |
| GOOGL | GOOGLE INC CL A | 1.35% | 6.4K | $2.3M | -89.13%(-52.45K) | $157.86(+114.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORP COM | 1.18% | 10.0K | $2.0M | -86.27%(-62.99K) | $110.99(+96.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.15% | +100.75% | +14.82% | +99.53% |
| Top 20 Holdings Unweighted | +25.78% | +98.99% | +14.51% | +96.85% |
Jackson Wealth Management LLC reports $169.85M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are KLAC (3.5%), AVGO (3.2%) and AAPL (2.6%). The top 20 holdings account for 30.07% of reported assets. Its disclosed equity book has returned +100.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jackson Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536799). View Jackson Wealth Management LLC’s 13F filings on SEC