account_balance

Investment manager · 13F filer · SEC CIK 1903880

Jackson Thornton Wealth Management, LLC

Reported value$1.33Bas of Sep 30, 2026
Positions338 36 new, 115 sold out
Top 10 weight67.7%DFAC alone is 17%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 17.1% Held
DFAT Dimensional ETF Trust 15.2% Held
DFUV Dimensional ETF Trust 7.1% Added +2%
DFIV Dimensional ETF Trust 6.8% Held
DFUS Dimensional ETF Trust 4.9% Added +58%
DFAX Dimensional ETF Trust 3.9% Held
DISV Dimensional ETF Trust 3.9% Added +24%
VGIT Vanguard Scottsdale FDS 3.5% Added +12%
AVEM American Centy ETF Tr 2.7% Added +34%
DFSV Dfa Invt Dimensions Group In 2.6% Added +6%
DFSD Dimensional ETF Trust 2.2% Added +12%
AVUV American Centy ETF Tr 1.7% Added +256%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • AVUV +256%
  • DFAI +89%
  • IDEV +72%
  • DFUS +58%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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