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Portfolio (Quarterly) Guide ↗

JACKSON THORNTON WEALTH MANAGEMENT, LLC

· CIK 0001903880
13F Portfolio $1.1B AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 302 New
Page 12 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BK BANK NEW YORK MELLON CORP Financial Services 2,238.0 $271K 0.03% NEW $121.31 +15.8%
222 WFC WELLS FARGO CO NEW Financial Services 2,811.0 $271K 0.03% NEW $96.39 -20.5%
223 WAB WABTEC Industrials 1,222.0 $270K 0.03% NEW $220.94 +18.2%
224 CONFLUENT INC 8,932.0 $270K 0.03% NEW $30.18
225 KMI KINDER MORGAN INC DEL Energy 10,046.0 $269K 0.03% NEW $26.82 +19.0%
226 RF REGIONS FINANCIAL CORP NEW Financial Services 9,329.0 $268K 0.03% NEW $28.71 -3.1%
227 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,878.0 $267K 0.03% NEW $68.87 +13.3%
228 VTI VANGUARD INDEX FDS 777.0 $265K 0.03% NEW $341.21 +8.9%
229 TW TRADEWEB MKTS INC Financial Services 2,389.0 $265K 0.03% NEW $110.72 -10.0%
230 UAL UNITED AIRLS HLDGS INC Industrials 2,247.0 $264K 0.03% NEW $117.53 -2.1%
231 USB US BANCORP DEL Financial Services 4,708.0 $264K 0.03% NEW $56.08 -2.9%
232 BSV VANGUARD BD INDEX FDS 3,338.0 $263K 0.03% NEW $78.87 -1.0%
233 WELL WELLTOWER INC Real Estate 1,418.0 $263K 0.03% NEW $185.66 +13.3%
234 CCK CROWN HLDGS INC Consumer Cyclical 2,526.0 $263K 0.03% NEW $104.00 -6.3%
235 AVRE AMERICAN CENTY ETF TR 5,985.0 $262K 0.03% NEW $43.85 +9.1%
236 GAP GAP INC Consumer Cyclical 9,691.0 $262K 0.03% NEW $27.05 -7.5%
237 IWF ISHARES TR 550.0 $262K 0.03% NEW $475.73 -73.3%
238 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 791.0 $261K 0.03% NEW $330.42 +166.5%
239 ROKU ROKU INC Communication Services 2,306.0 $261K 0.03% NEW $113.28 +15.7%
240 EVR EVERCORE INC Financial Services 697.0 $261K 0.03% NEW $374.02 -7.2%
Page 12 of 16  ·  302 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Healthcare 13.8%
Financial Services 12.4%
Consumer Cyclical 12.0%
Industrials 10.7%
Communication Services 5.5%
Consumer Defensive 5.2%
Real Estate 3.7%
Utilities 3.0%
Energy 2.4%