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Ashley Henderson

Jackson Wealth Management, Llc

Assets Managed
$972.1M
Holdings
148
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-5.34%(2Q avg: -1.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jackson Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Jackson Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 972.1M in assets, with a quarterly growth rate of -5.34% and a 2-quarter average growth rate of -1.32%. The portfolio is managed by Ashley Henderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-1⤦
United States Treas Bills
Recent Activity
New Position
10.39%
$100.943M
101.644M shares@ $1.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.93%
5.31%
$51.591M
203,283 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.21%
5.18%
$50.3M
135,884 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.22%
5.18%
$50.283M
162,460 shares@ $309.52 avg price
SWVXX
Schwab Value Adv Money-inv
Recent Activity
Decreased -1.81%
5.05%
$49.031M
49.031M shares@ $1.01 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.49%
4.25%
$41.232M
538,699 shares@ $76.54 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.43%
3.97%
$38.559M
64,528 shares@ $597.56 avg price
KLAC
Kla Corp
Recent Activity
Decreased -3.03%
3.25%
$31.52M
21,407 shares@ $1472.42 avg price
SWOXX
Schwab Municipal Money-ult
Recent Activity
Decreased -0.31%
2.55%
$24.715M
24.715M shares@ $1.0 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.28%
2.39%
$23.167M
35,467 shares@ $653.2 avg price

1-10 of 148