JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK: 0001903880SEC EDGAR →
Portfolio Value
$1.1B
Holdings
302
As of
Q4 2025
New Positions
302
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 4,844,024 | $196.1M | 18.54% |
| 2 | DIMENSIONAL ETF TRUST | 2,833,951 | $174.8M | 16.52% |
| 3 | DIMENSIONAL ETF TRUST | 1,611,044 | $81.5M | 7.71% |
| 4 | DIMENSIONAL ETF TRUST | 1,690,520 | $81.5M | 7.70% |
| 5 | DIMENSIONAL ETF TRUST | 1,436,826 | $48.2M | 4.56% |
| 6 | VANGUARD SCOTTSDALE FDS | 637,281 | $38.2M | 3.61% |
| 7 | DIMENSIONAL ETF TRUST | 978,849 | $37.8M | 3.58% |
| 8 | DIMENSIONAL ETF TRUST | 448,280 | $33.8M | 3.20% |
| 9 | DIMENSIONAL ETF TRUST | 903,036 | $30.9M | 2.92% |
| 10 | DIMENSIONAL ETF TRUST | 770,506 | $26.5M | 2.50% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (302)
$196.1M · 4.8M shares
$174.8M · 2.8M shares
$81.5M · 1.6M shares
$81.5M · 1.7M shares
$48.2M · 1.4M shares
$38.2M · 637K shares
$37.8M · 979K shares
$33.8M · 448K shares
$30.9M · 903K shares
$26.5M · 771K shares
$22.8M · 474K shares
$22.0M · 304K shares
$15.2M · 307K shares
$14.4M · 302K shares
$10.3M · 107K shares
$10.1M · 287K shares
$9.9M · 428K shares
$9.0M · 427K shares
$8.1M · 238K shares
$7.0M · 27K shares
$6.2M · 33K shares
$6.1M · 57K shares
$5.8M · 149K shares
$4.0M · 28K shares
$3.9M · 8K shares
$3.8M · 99K shares
$3.7M · 152K shares
$3.6M · 24K shares
$3.6M · 43K shares
$3.1M · 13K shares
$2.9M · 59K shares
$2.2M · 69K shares
$2.2M · 65K shares
$2.1M · 7K shares
$2.1M · 7K shares
$2.0M · 17K shares
$1.9M · 6K shares
$1.6M · 4K shares
$1.6M · 5K shares
$1.5M · 2K shares
$1.5M · 1K shares
$1.4M · 24K shares
$1.4M · 13K shares
$1.4M · 17K shares
$1.3M · 28K shares
$1.3M · 3K shares
$1.2M · 8K shares
$1.2M · 29K shares
$1.1M · 9K shares
$1.1M · 4K shares
$1.1M · 8K shares
$1.1M · 20K shares
$1.1M · 68K shares
$1.1M · 4K shares
$1.1M · 3K shares
$1.0M · 17K shares
$1.0M · 12K shares
$995K · 3K shares
$986K · 5K shares
$940K · 3K shares
$934K · 5K shares
$933K · 11K shares
$924K · 6K shares
$882K · 10K shares
$870K · 3K shares
$870K · 5K shares
$859K · 4K shares
$857K · 3K shares
$839K · 1K shares
$831K · 6K shares
$829K · 802 shares
$816K · 6K shares
$802K · 5K shares
$799K · 21K shares
$768K · 990 shares
$741K · 7K shares
$741K · 3K shares
$726K · 1K shares
$715K · 4K shares
$714K · 5K shares
$705K · 3K shares
$694K · 14K shares
$685K · 3K shares
$671K · 1K shares
$647K · 4K shares
$633K · 3K shares
$628K · 2K shares
$621K · 2K shares
$613K · 4K shares
$608K · 5K shares
$606K · 1K shares
$603K · 11K shares
$603K · 3K shares
$597K · 3K shares
$584K · 12K shares
$573K · 2K shares
$572K · 4K shares
$571K · 9K shares
$568K · 8K shares
$559K · 3K shares
$555K · 5K shares
$553K · 5K shares
$552K · 2K shares
$545K · 10K shares
$543K · 4K shares
$537K · 2K shares
$521K · 37K shares
$518K · 4K shares
$514K · 886 shares
$513K · 19K shares
$494K · 2K shares
$494K · 7K shares
$489K · 25K shares
$487K · 5K shares
$482K · 5K shares
$480K · 4K shares
$476K · 2K shares
$476K · 17K shares
$473K · 5K shares
$470K · 756 shares
$470K · 5K shares
$461K · 6K shares
$458K · 2K shares
$456K · 2K shares
$451K · 12K shares
$449K · 4K shares
$444K · 2K shares
$440K · 1K shares
$438K · 82 shares
$436K · 799 shares
$435K · 3K shares
$434K · 4K shares
$434K · 7K shares
$433K · 34K shares
$429K · 10K shares
$414K · 4K shares
$411K · 5K shares
$410K · 7K shares
$405K · 50K shares
$400K · 509 shares
$399K · 5K shares
$397K · 2K shares
$397K · 2K shares
$391K · 2K shares
$390K · 3K shares
$386K · 589 shares
$386K · 2K shares
$384K · 5K shares
$382K · 1K shares
$377K · 1K shares
$372K · 5K shares
$370K · 4K shares
$368K · 2K shares
$368K · 7K shares
$365K · 6K shares
$362K · 8K shares
$360K · 526 shares
$360K · 2K shares
$358K · 9K shares
$358K · 2K shares
$355K · 968 shares
$355K · 4K shares
$354K · 10K shares
$350K · 3K shares
$349K · 4K shares
$348K · 712 shares
$342K · 2K shares
$341K · 842 shares
$341K · 978 shares
$340K · 1K shares
$337K · 12K shares
$336K · 47K shares
$335K · 926 shares
$331K · 2K shares
$330K · 266 shares
$330K · 533 shares
$326K · 4K shares
$324K · 340 shares
$322K · 633 shares
$322K · 13K shares
$320K · 3K shares
$319K · 635 shares
$318K · 2K shares
$315K · 4K shares
$313K · 1K shares
$312K · 2K shares
$311K · 9K shares
$310K · 26K shares
$309K · 6K shares
$306K · 1K shares
$304K · 440 shares
$304K · 7K shares
$303K · 4K shares
$302K · 4K shares
$301K · 3K shares
$301K · 4K shares
$298K · 1K shares
$298K · 4K shares
$294K · 12K shares
$291K · 2K shares
$291K · 2K shares
$290K · 457 shares
$290K · 2K shares
$290K · 1K shares
$289K · 2K shares
$287K · 1K shares
$287K · 1K shares
$285K · 2K shares
$283K · 3K shares
$280K · 1K shares
$278K · 829 shares
$278K · 4K shares
$277K · 1K shares
$275K · 2K shares
$275K · 3K shares
$274K · 15K shares
$274K · 1K shares
$274K · 740 shares
$274K · 2K shares
$273K · 691 shares
$270K · 2K shares
$270K · 3K shares
$269K · 1K shares
$268K · 10K shares
$268K · 9K shares
$267K · 9K shares
$266K · 4K shares
$265K · 777 shares
$264K · 2K shares
$264K · 2K shares
$263K · 5K shares
$263K · 1K shares
$262K · 3K shares
$262K · 3K shares
$262K · 6K shares
$261K · 550 shares
$261K · 10K shares
$260K · 2K shares
$260K · 697 shares
$260K · 791 shares
$257K · 2K shares
$256K · 3K shares
$255K · 2K shares
$252K · 5K shares
$252K · 3K shares
$252K · 4K shares
$252K · 9K shares
$251K · 4K shares
$250K · 6K shares
$248K · 12K shares
$247K · 746 shares
$246K · 4K shares
$245K · 7K shares
$244K · 9K shares
$244K · 5K shares
$242K · 827 shares
$241K · 15K shares
$239K · 1K shares
$238K · 2K shares
$236K · 1K shares
$236K · 5K shares
$236K · 4K shares
$235K · 8K shares
$234K · 612 shares
$234K · 671 shares
$234K · 4K shares
$234K · 2K shares
$233K · 2K shares
$231K · 1K shares
$231K · 391 shares
$229K · 2K shares
$229K · 5K shares
$226K · 34K shares
$224K · 529 shares
$224K · 7K shares
$223K · 5K shares
$222K · 160 shares
$221K · 2K shares
$221K · 3K shares
$221K · 1K shares
$221K · 3K shares
$219K · 751 shares
$219K · 1K shares
$219K · 2K shares
$218K · 7K shares
$216K · 5K shares
$216K · 243 shares
$212K · 7K shares
$211K · 9K shares
$208K · 323 shares
$207K · 880 shares
$206K · 13K shares
$204K · 692 shares
$201K · 6K shares
$200K · 2K shares
$194K · 37K shares
$181K · 15K shares
$136K · 25K shares
$124K · 16K shares
$92K · 12K shares
$46K · 12K shares
$43K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $931.8M | 88.1% |
| Technology | 48 | $41.0M | 3.9% |
| Healthcare | 32 | $17.8M | 1.7% |
| Consumer Cyclical | 27 | $15.9M | 1.5% |
| Industrials | 32 | $14.2M | 1.3% |
| Unknown | 14 | $9.8M | 0.9% |
| Communication Services | 9 | $7.3M | 0.7% |
| Consumer Defensive | 11 | $5.9M | 0.6% |
| Energy | 10 | $4.2M | 0.4% |
| Real Estate | 12 | $4.0M | 0.4% |
| Utilities | 6 | $3.9M | 0.4% |
| Basic Materials | 6 | $2.1M | 0.2% |