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Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is an independent registered investment adviser headquartered in Lake Mary, Florida. Founded in 2011, the firm provides personalized wealth and portfolio management services and financial planning for individuals and high net worth individuals. With a staff of 11, Jackson Wealth Management manages nearly $857 million in assets as of March 2025, focusing primarily on serving US-based clients seeking advisory expertise tailored to their unique financial goals.
Investment Strategy
Jackson Wealth Management, LLC offers investment advisory services focusing on comprehensive, client-specific financial planning and diversified portfolio management. The firm's strategy emphasizes long-term growth and preservation of wealth for individuals, especially high net worth clients, primarily through managed portfolios of publicly traded equities, ETFs, and sometimes fixed income. They select investments based on rigorous fundamental analysis, risk profile alignment, and ongoing monitoring, with a tailored approach to asset allocation and rebalancing based on client objectives and risk tolerance.
Latest 13F Filing Activity
Jackson Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 99 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc. Com, Broadcom Inc. Com, SPDR Series Trust Portfolio S&p500 among other positions. Jackson Wealth Management, LLC reduced exposure to Paychex Inc. Com, Brown & Brown Inc. Com, Legg Mason Etf Invt Franklin Intl LW among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.93% | $69.3M | 133,767 | $380.37 | $517.95 | +$3.4M |
A AVGO | BROADCOM INC COM | 5.59% | $55.9M | 169,381 | $123.45 | $329.91 | +$9.0M |
A AAPL | APPLE INC COM | 5.14% | $51.4M | 201,857 | $212.36 | $254.63 | +$10.4M |
S SPLG | SPDR SERIES TRUST PORTFOLIO S&P500 | 4.42% | $44.2M | 564,067 | $67.61 | $78.34 | +$7.6M |
V VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 3.73% | $37.3M | 60,984 | $471.38 | $612.38 | +$2.7M |
Industry Allocation
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