Jackson Thornton Wealth Management
$1.3B 13F equity value
444 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jackson Thornton Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,929,596 | $219M | 17.3% |
| DFAT | DIMENSIONAL ETF TRUST | 2,814,122 | $197M | 15.6% |
| DFUV | DIMENSIONAL ETF TRUST | 1,669,238 | $92M | 7.3% |
| DFIV | DIMENSIONAL ETF TRUST | 1,610,229 | $87M | 6.9% |
| DFAX | DIMENSIONAL ETF TRUST | 1,410,622 | $52M | 4.1% |
| VGIT | VANGUARD SCOTTSDALE FDS | 723,935 | $43M | 3.4% |
| DFUS | DIMENSIONAL ETF TRUST | 492,705 | $40M | 3.2% |
| DISV | DIMENSIONAL ETF TRUST | 958,337 | $38M | 3.0% |
| DFSV | DIMENSIONAL ETF TRUST | 873,274 | $34M | 2.7% |
| AVEM | AMERICAN CENTY ETF TR | 287,748 | $28M | 2.2% |
Track Jackson Thornton Wealth Management's 13F portfolio: $1.3B in reported holdings, 444 positions. Top holdings and quarterly changes on SentiSense.
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