Jackson, WYCIK 19177044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
286 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 37.5K | $25.63M | 13.0% | +653 | Added |
| 2 | Invesco Qqq Tr | 25.3K | $15.55M | 7.9% | −1.9K | Reduced |
| 3 | Franklin Templeton ETF Tr | 153.7K | $8.65M | 4.4% | +10.8K | Added |
| 4 | Apple Inc |
| 30.9K |
| $8.41M |
| 4.3% |
| −2.2K |
| Reduced |
| 5 | Microsoft Corp | 13.9K | $6.73M | 3.4% | +1.2K | Added |
| 6 | Hartford Fds Exchange Traded | 153.5K | $5.28M | 2.7% | +4.8K | Added |
| 7 | Jpmorgan Chase & Co. | 16.3K | $5.26M | 2.7% | +871 | Added |
| 8 | Mfs Active Exchange Traded F | 155.9K | $4.75M | 2.4% | +2.4K | Added |
| 9 | Cohen & Steers ETF Trust | 159.4K | $4.07M | 2.1% | +18.4K | Added |
| 10 | Alphabet Inc | 9.1K | $2.86M | 1.4% | −858 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio