Jackson Wealth Management, LLC
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$1.9B
Holdings
109
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$B 0 06/09/26
UNITED STATES TREAS BILLS
Held since at least Q1 2024
11.1%
02
$AAPL
APPLE INC COM
Q1 2026: New position (769.4k shares)
5.7%
03
$MSFT
MICROSOFT CORP COM
Q1 2026: New position (377.6k shares)
5.5%
04
$AVGO
BROADCOM INC COM
Q1 2026: New position (316.9k shares)
5.5%
05
$SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
Held since at least Q1 2024
5.4%
06
$SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
Q1 2026: New position (60.8k shares)
4.5%
07
$VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
Q1 2026: New position (29.3k shares)
4.2%
08
$KLAC
KLA CORP COM
Held since at least Q1 2024
3.5%
09
$SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
Held since at least Q1 2024
2.7%
10
$IVV
ISHARES TR CORE S&P 500 ETF
Q1 2026: New position (243.9k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:42 UTC.