Institutions / Jackson Thornton Wealth Management, LLC

Jackson Thornton Wealth Management, LLC

CIK 1903880 · Institution · as of Dec 31, 2025

Portfolio value

$1.06B

Positions

302

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 302 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$196.13M	4,844,024	18.5%
Dimensional ETF Trust	—	$174.83M	2,833,951	16.5%
Dimensional ETF Trust	—	$81.53M	1,611,044	7.7%
Dimensional ETF Trust	—	$81.47M	1,690,520	7.7%
Dimensional ETF Trust	—	$48.25M	1,436,826	4.6%
Vanguard Scottsdale Fds	—	$38.24M	637,281	3.6%
Dimensional ETF Trust	—	$37.84M	978,849	3.6%
Dimensional ETF Trust	—	$33.82M	448,280	3.2%
Dimensional ETF Trust	—	$30.87M	903,036	2.9%
Dimensional ETF Trust	—	$26.47M	770,506	2.5%
Dimensional ETF Trust	—	$22.78M	474,294	2.2%
Dimensional ETF Trust	—	$22.02M	303,603	2.1%
Vanguard Malvern Fds	—	$15.21M	307,241	1.4%
Dimensional ETF Trust	—	$14.38M	301,588	1.4%
American Centy ETF Tr	—	$10.31M	107,332	1.0%
Dimensional ETF Trust	—	$10.11M	287,357	1.0%
Dimensional ETF Trust	—	$9.90M	428,390	0.9%
Schwab Strategic Tr	—	$8.98M	426,610	0.8%
Dimensional ETF Trust	—	$8.09M	238,069	0.8%
Apple Inc.	—	$7.02M	26,776	0.7%
NVIDIA Corp	—	$6.19M	33,078	0.6%
American Centy ETF Tr	—	$6.06M	57,125	0.6%
Dimensional ETF Trust	—	$5.82M	149,271	0.5%
iShares Tr	—	$4.04M	28,234	0.4%
Microsoft Corp	—	$3.94M	8,233	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.