§ 13F · FUND PROFILE
JACKSON THORNTON WEALTH MANAGEMENT, LLC.
AUM · $1.3B (13F)Positions · 816Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 4.04M | $179M | 14.2% | +1% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 2.37M | $165M | 13.1% | −1% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 1.37M | $76M | 6.0% | ±0% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 1.37M | $74M | 5.8% | +1% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 1.16M | $43M | 3.4% | −1% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 694K | $41M | 3.2% | +7% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 888K | $39M | 3.1% | — |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 435K | $36M | 2.8% | +6% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 878K | $35M | 2.8% | +1% |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 827K | $32M | 2.5% | +2% |
§ 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 $1.3 billion in assets. The fund runs a broad portfolio of 816 positions.
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