Jackson Wealth Management, LLC - Q22026 Holdings

Jackson Wealth Management, LLC holds 84 stocks with a total portfolio value of $ 169.86M as of Q22026. In Q22026, Jackson Wealth Management, LLC added 4 new positions, increased stakes in 4 stocks, reduced 63 holdings, and fully exited 63 positions. The largest holding is Schwab Funds Value Adv (TMFC), representing 31.43% of the total portfolio.