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Portfolio (Quarterly) Guide ↗

JACKSON THORNTON WEALTH MANAGEMENT, LLC

· CIK 0001903880
13F Portfolio $1.3B AUM 816 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 159 New 165 Added 73 Reduced 28 Exited
Page 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAT DIMENSIONAL ETF TRUST 2,814,122.0 $196.7M 15.55% -26K -0.9% $69.90 +2.5%
2 DFAX DIMENSIONAL ETF TRUST 1,410,622.0 $52.0M 4.11% -12K -0.9% $36.84 +3.6%
3 AVEM AMERICAN CENTY ETF TR 287,748.0 $27.8M 2.19% -2K -0.8% $96.49 -2.3%
4 DFAS DIMENSIONAL ETF TRUST 309,328.0 $25.5M 2.01% -2K -0.6% $82.34 +0.8%
5 DFAU DIMENSIONAL ETF TRUST 295,145.0 $15.3M 1.21% -4K -1.3% $51.69 +2.7%
6 DFEM DIMENSIONAL ETF TRUST 333,999.0 $13.6M 1.07% -4K -1.1% $40.64 -1.7%
7 SCHH SCHWAB STRATEGIC TR 394,256.0 $9.3M 0.74% -5K -1.3% $23.68 +1.5%
8 AVUV AMERICAN CENTY ETF TR 54,775.0 $6.8M 0.54% -2K -4.1% $124.76 +1.4%
9 VLUE ISHARES TR 24,537.0 $4.9M 0.39% -4K -13.1% $199.81 +1.4%
10 MU MICRON TECHNOLOGY INC Technology 4,023.0 $4.6M 0.37% -1K -20.0% $1154.29 -16.2%
11 BSVO EA SERIES TRUST 147,232.0 $4.3M 0.34% -4K -2.3% $29.19 +1.5%
12 INTC INTEL CORP Technology 13,900.0 $1.9M 0.15% -8K -37.0% $139.63 -35.5%
13 WDC WESTERN DIGITAL CORP Technology 2,837.0 $1.8M 0.14% -564.0 -16.6% $638.72 -28.1%
14 AVSC AMERICAN CENTY ETF TR 23,120.0 $1.7M 0.13% -396.0 -1.7% $73.34 +0.7%
15 MRK MERCK & CO INC Healthcare 12,006.0 $1.5M 0.12% -727.0 -5.7% $128.50 +18.7%
16 CNC CENTENE CORP DEL Healthcare 20,640.0 $1.3M 0.10% -2K -8.4% $64.19 +1.3%
17 EIX EDISON INTL Utilities 17,721.0 $1.3M 0.10% -1K -7.6% $74.45 -3.8%
18 WMT WALMART INC Consumer Defensive 11,400.0 $1.3M 0.10% -6K -32.6% $113.26 -8.4%
19 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,395.0 $1.2M 0.10% -3K -11.8% $57.62 +16.3%
20 GE GE AEROSPACE Industrials 2,722.0 $1.0M 0.08% -153.0 -5.3% $373.73 -6.8%
Page 1 of 4  ·  73 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 32.4%
Financial Services 13.2%
Industrials 12.8%
Healthcare 10.7%
Consumer Cyclical 9.4%
Real Estate 4.8%
Consumer Defensive 4.8%
Communication Services 3.8%
Energy 3.1%
Utilities 3.1%