Jackson Thornton Wealth Management, LLC holds a focused book of 417 stocks worth $1.3B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Virtus Infracap US Pref STCK and trimmed Dimensional US Target Value. Their largest long position is Dimensional US Core Equity 2 at 17% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1903880/holdings"
Use Arkolith to show JACKSON THORNTON WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Jackson Thornton Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jackson Thornton Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $489.6B |
| MORGAN STANLEY | 80 / 80 | $486.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $84.8B |
| LPL Financial LLC | 80 / 80 | $52.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $49.6B |
| HighTower Advisors, LLC | 80 / 80 | $23.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.7B |
| NewEdge Advisors, LLC | 80 / 80 | $7.0B |
Ranked by how many of Jackson Thornton Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $218.7M | 4.93M | 17.3% | ▲+0.5% Added · +27K sh | |
| 2 | Dimensional ETF Trust US TARGETED VLU | $196.7M | 2.81M | 15.6% | ▼−0.9% Reduced · −26K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $91.8M | 1.67M | 7.3% | ▼−0.3% Reduced · −5K sh | |
| 4 | Dimensional ETF Trust INTERNATNAL VAL | $87.0M | 1.61M | 6.9% | ▲+0.5% Added · +8K sh | |
| 5 | Dimensional ETF Trust WORLD EX US CORE | $52.0M | 1.41M | 4.1% | ▼−0.9% Reduced · −12K sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $42.7M | 723.9K | 3.4% | ▲+7.0% Added · +47K sh | |
| 7 | Dimensional ETF Trust US EQUI MARK ETF | $40.4M | 492.7K | 3.2% | ▲+5.5% Added · +26K sh | |
| 8 | Dimensional ETF Trust INTL SMALL CAP V | $38.5M | 958.3K | 3.0% | ▲+1.4% Added · +13K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $33.9M | 873.3K | 2.7% | ▲+2.3% Added · +20K sh | |
| 10 | American Centy ETF TR AVANTIS EMGMKT | $27.8M | 287.7K | 2.2% | ▼−0.8% Reduced · −2K sh | |
| 11 | Dimensional ETF Trust SHOR DUR FIX ETF | $26.2M | 549.1K | 2.1% | ▲+8.4% Added · +43K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $25.5M | 309.3K | 2.0% | ▼−0.6% Reduced · −2K sh | |
| 13 | Vanguard Malvern FDS STRM INFPROIDX | $18.0M | 358.6K | 1.4% | ▲+9.7% Added · +32K sh | |
| 14 | Dimensional ETF Trust US CORE EQT MKT | $15.3M | 295.1K | 1.2% | ▼−1.3% Reduced · −4K sh | |
| 15 | Dimensional ETF Trust EMERGING MKTS CO | $13.6M | 334.0K | 1.1% | ▼−1.1% Reduced · −4K sh | |
| 16 | Dimensional ETF Trust US REAL ESTA ETF | $13.1M | 502.1K | 1.0% | ▲+10% Added · +46K sh | |
| 17 | American Centy ETF TR INTL SMCP VLU | $12.3M | 119.7K | 1.0% | ▲+2.8% Added · +3K sh | |
| 18 | Ishares TR CORE S&P TTL STK | $11.6M | 70.8K | 0.9% | ▲+4.9% Added · +3K sh | |
| 19 | Dimensional ETF Trust INTL CORE EQUITY | $10.9M | 291.6K | 0.9% | ▲+1.9% Added · +5K sh | |
| 20 | Schwab Strategic TR US REIT ETF | $9.3M | 394.3K | 0.7% | ▼−1.3% Reduced · −5K sh | |
| 21 | Apple Inc COM | $9.3M | 32.1K | 0.7% | ▲+21% Added · +6K sh | |
| 22 | Nvidia Corporation COM | $9.1M | 45.4K | 0.7% | ▲+46% Added · +14K sh | |
| 23 | Dimensional ETF Trust EMGR CRE EQT MNG | $8.9M | 222.1K | 0.7% | ▼−0.4% Reduced · −876 sh | |
| 24 | Dimensional ETF Trust INTL CORE EQT MK | $7.1M | 171.1K | 0.6% | ▲+9.5% Added · +15K sh | |
| 25 | American Centy ETF TR US SML CP VALU | $6.8M | 54.8K | 0.5% | ▼−4.1% Reduced · −2K sh | |
| 26 | Dimensional ETF Trust US HIGH PROF ETF | $6.4M | 153.5K | 0.5% | ▲+3.1% Added · +5K sh | |
| 27 | Microsoft Corp COM | $5.6M | 15.0K | 0.4% | ▲+34% Added · +4K sh | |
| 28 | Ishares TR MSCI USA VALUE | $4.9M | 24.5K | 0.4% | ▼−13% Reduced · −4K sh | |
| 29 | Micron Technology Inc COM | $4.6M | 4.0K | 0.4% | ▼−20% Reduced · −1K sh | |
| 30 | Dimensional ETF Trust INTL HIGH PROFIT | $4.3M | 127.4K | 0.3% | ▲+3.9% Added · +5K sh | |
| 31 | Ea Series Trust BRID OMN SMA ETF | $4.3M | 147.2K | 0.3% | ▼−2.3% Reduced · −4K sh | |
| 32 | Amazon Com Inc COM | $4.1M | 17.2K | 0.3% | ▲+38% Added · +5K sh | |
| 33 | American Centy ETF TR INTL EQT ETF | $3.8M | 42.5K | 0.3% | —Held | |
| 34 | Ishares TR CORE MSCI INTL | $3.4M | 38.7K | 0.3% | ▲+6.6% Added · +2K sh | |
| 35 | Dimensional ETF Trust NATL MUN BD ETF | $3.1M | 63.1K | 0.2% | ▲+49% Added · +21K sh | |
| 36 | Broadcom Inc COM | $3.0M | 8.0K | 0.2% | ▲+24% Added · +2K sh | |
| 37 | Alphabet Inc CAP STK CL A | $3.0M | 8.3K | 0.2% | ▲+19% Added · +1K sh | |
| 38 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 0.2% | ▲+21% Added · +1K sh | |
| 39 | Dimensional ETF Trust INTL SMALL CAP E | $2.6M | 75.6K | 0.2% | ▲+7.5% Added · +5K sh | |
| 40 | Eli Lilly & Co COM | $2.1M | 1.8K | 0.2% | ▲+25% Added · +353 sh | |
| 41 | Tesla Inc COM | $2.0M | 4.8K | 0.2% | ▲+43% Added · +1K sh | |
| 42 | Lam Research Corp COM NEW | $2.0M | 4.5K | 0.2% | ▲+4.1% Added · +177 sh | |
| 43 | Intel Corp COM | $1.9M | 13.9K | 0.2% | ▼−37% Reduced · −8K sh | |
| 44 | Western Digital Corp COM | $1.8M | 2.8K | 0.1% | ▼−17% Reduced · −564 sh | |
| 45 | Meta Platforms Inc CL A | $1.7M | 3.0K | 0.1% | ▲+52% Added · +1K sh | |
| 46 | Comfort Sys USA Inc COM | $1.7M | 860 | 0.1% | ▲+5.5% Added · +45 sh | |
| 47 | American Centy ETF TR AVAN US SMAL ETF | $1.7M | 23.1K | 0.1% | ▼−1.7% Reduced · −396 sh | |
| 48 | Hunt J B Trans Svcs Inc COM | $1.6M | 5.7K | 0.1% | ▲+9.1% Added · +472 sh | |
| 49 | Merck & Co Inc COM | $1.5M | 12.0K | 0.1% | ▼−5.7% Reduced · −727 sh | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 0.1% | ▲+56% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 816 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 555 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 588 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 541 | $985.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 293 | $873.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 187 | $753.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 134 | $791.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 115 | $756.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.