CIK 1903880
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
302
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 302
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4.1M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 585K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 837K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 890K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 376K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 686K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 448K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 257K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 295K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 302K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 107K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 400K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 262K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 390K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 229K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 55K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| VLUE | ISHARES TR | 28K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 98K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 19K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 94K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 43K | $1M+ | SH |
| BSVO | EA SERIES TRUST | 141K | $1M+ | SH |
| ITOT | ISHARES TR | 19K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| IDEV | ISHARES TR | 16K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| SO | SOUTHERN CO | 11K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| IVLU | ISHARES TR | 21K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| INTC | INTEL CORP | 19K | $500K+ | SH |
| LLY | ELI LILLY & CO | 709 | $500K+ | SH |