JACKSON THORNTON WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
JACKSON THORNTON WEALTH MANAGEMENT, LLC disclosed 441 stock positions in a recent SEC 13F filing. $1,264,127,192 of stock holdings were filed, with the largest holdings including DFAC, DFAT, and DFUV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,009,618,834 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
441Est. Stock Holding Value:
$1,264,127,192Top Stock Holdings By Sector
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Portfolio Stock Holdings - JACKSON THORNTON WEALTH MANAGEMENT, LLC
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