Jackson Wealth Management Q2 2026 Portfolio Activity: Significant Tech Sales Observed
Jackson Wealth Management's portfolio value as of June 30, 2026, stands at $67.87 million. This filing shows substantial changes in holdings during the quarter.
As of Jackson Wealth Management LLC's latest reporting period ending June 30, 2026, significant activity has been observed across several sectors. The firm's portfolio value reached $67.87 million.
The most pronounced changes occurred within the Technology sector and involved exchange-traded funds (ETFs). Notably, VOO experienced a substantial reduction in shares held by Jackson Wealth Management during Q2 2026. The firm sold approximately 94% of its position in this popular Vanguard S&P 500 ETF, reducing the portfolio allocation from an unknown prior level down to just 1.4%. This represents a significant exit from broad market exposure.
In addition to VOO, Jackson Wealth Management also divested nearly all of its positions in several large-cap Technology stocks this quarter:
- Microsoft (MSFT), where shares were reduced by approximately 91%, cutting the allocation down to 2.5%.
- Lam Research (LRCX), seeing a nearly identical reduction of over 92%.
Furthermore, the firm sold substantial portions of its stakes in:
- Apple (AAPL), with a reduction exceeding 92%.
- Broadcom (AVGO), which saw an over 91% reduction in holdings.
These exits from major Technology names like Apple, Microsoft, Broadcom, and Lam Research suggest a clear strategic shift away from core tech growth stocks this quarter. The firm also significantly reduced its position in the popular VOO ETF, indicating a broader desire to scale back exposure to broad market instruments.
In contrast, Jackson Wealth Management appears to have maintained or slightly adjusted positions in other sectors during Q2 2026:
- The firm held onto its position in Kinder Morgan (KMI) despite a large reduction.
- It also kept the allocation for Williams Cos. (WMB), another Energy stock, unchanged at approximately 0.28%.
The overall portfolio saw a high level of turnover during the quarter, with 55 holdings changing and both large purchases and sales noted across various sectors.