Jackson Wealth Management, LLC
All 13F Filings
- Location
- Lake Mary, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 169,855
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/20/2026 | 86 | 169,855 | 13F-HR | Jackson Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 153 | 972,100 | 13F-HR | Jackson Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 154 | 1,026,992 | 13F-HR | Jackson Wealth Management, LLC |
| Q3 2025 | 10/3/2025 | 162 | 1,000,074 | 13F-HR | Jackson Wealth Management, LLC |
| Q2 2025 | 7/21/2025 | 162 | 918,927 | 13F-HR | Jackson Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.07 K | 51.3% | 0 | 517 K | -517 K |
| ETFs | 82.78 K | 48.7% | 0 | 285.3 K | -285.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/20/2026
Total value ($000)
169,855
Holdings
86
QoQ value change ($000)
-802,245
(-82.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.