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 101–150 of 302
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKTX | MARKETAXESS HLDGS INC | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 646 | $100K–$500K | SH |
| UNIT | UNITI GROUP LLC | 47K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 684 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| BWA | BORGWARNER INC | 7K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 3K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| BBY | BEST BUY INC | 4K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 720 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| MDB | MONGODB INC | 714 | $100K–$500K | SH |
| IT | GARTNER INC | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| STE | STERIS PLC | 1K | $100K–$500K | SH |
| NEWT | NEWTEKONE INC | 25K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 434 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 12K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 8K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 457 | $100K–$500K | SH |
| CMI | CUMMINS INC | 530 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 3K | $100K–$500K | SH |
| DOV | DOVER CORP | 1K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 53 | $100K–$500K | SH |
| EQIX | EQUINIX INC | 357 | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 10K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 4K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| TSN | TYSON FOODS INC | 5K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 777 | $100K–$500K | SH |
| AVRE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| IWF | ISHARES TR | 550 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 857 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 495 | $100K–$500K | SH |
| TXRH | TEXAS ROADHOUSE INC | 1K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |