JACKSON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 203K | $51.59M |
 | AVGO | 162K | $50.28M |
 | MSFT | 136K | $50.30M |
 | KMI | 120K | $4.03M |
 | LRCX | 103K | $21.95M |
 | WMB | 84K | $6.11M |
 | NVDA | 73K | $12.73M |
 | BX | 69K | $7.99M |
 | GOOGL | 59K | $16.92M |
 | ORCL | 57K | $8.37M |
 | HSBC | 53K | $4.36M |
 | TSM | 51K | $17.18M |
 | BSX | 47K | $2.96M |
 | ABBV | 46K | $9.94M |
 | ARES | 44K | $4.83M |
 | GOOG | 42K | $12.15M |
 | EVR | 40K | $11.82M |
 | MA | 32K | $15.79M |
 | BTI | 31K | $1.83M |
 | AMZN | 29K | $6.12M |
Apple Inc.
AAPL
Shares Held
203K
Value
$51.59M
Broadcom Inc.
AVGO
Shares Held
162K
Value
$50.28M
Microsoft Corporation
MSFT
Shares Held
136K
Value
$50.30M
Kinder Morgan, Inc.
KMI
Shares Held
120K
Value
$4.03M
Lam Research Corporation
LRCX
Shares Held
103K
Value
$21.95M
The Williams Companies, Inc.
WMB
Shares Held
84K
Value
$6.11M
NVIDIA Corporation
NVDA
Shares Held
73K
Value
$12.73M
Blackstone Inc.
BX
Shares Held
69K
Value
$7.99M
Alphabet Inc.
GOOGL
Shares Held
59K
Value
$16.92M
Oracle Corporation
ORCL
Shares Held
57K
Value
$8.37M
HSBC Holdings plc
HSBC
Shares Held
53K
Value
$4.36M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
51K
Value
$17.18M
Boston Scientific Corporation
BSX
Shares Held
47K
Value
$2.96M
AbbVie Inc.
ABBV
Shares Held
46K
Value
$9.94M
Ares Management Corporation
ARES
Shares Held
44K
Value
$4.83M
Alphabet Inc.
GOOG
Shares Held
42K
Value
$12.15M
Evercore Inc.
EVR
Shares Held
40K
Value
$11.82M
Mastercard Incorporated
MA
Shares Held
32K
Value
$15.79M
British American Tobacco p.l.c.
BTI
Shares Held
31K
Value
$1.83M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.12M