§ 13F · FUND PROFILE
JACKSON THORNTON WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $873.2T (13F)Positions · 293Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 4.08M | $165.0T | 15.6% | +168% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 2.48M | $153.0T | 14.5% | +8% |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 1.42M | $71.7T | 6.8% | +7% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 1.45M | $69.8T | 6.6% | +14% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 1.20M | $40.4T | 3.8% | +115% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 585K | $35.1T | 3.3% | +4% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 837K | $32.4T | 3.1% | −7% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 768K | $31.1T | 2.9% | −50% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 890K | $30.4T | 2.9% | −1% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 376K | $28.4T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACKSON SIGNAL
AC read
JACKSON THORNTON WEALTH MANAGEMENT, LLC is a Other fund managing $873191.4 trillion in assets. The fund runs a broad portfolio of 293 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed