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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 2 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 32,148.0 $9.3M 0.74% +6K +20.9% $289.36 +6.9%
22 NVDA NVIDIA CORPORATION Technology 45,426.0 $9.1M 0.72% +14K +46.5% $200.09 +7.3%
23 DFAE DIMENSIONAL ETF TRUST 222,146.0 $8.9M 0.71% $40.21 -1.8%
24 DFAI DIMENSIONAL ETF TRUST 171,071.0 $7.1M 0.56% +15K +9.5% $41.25 +5.1%
25 AVUV AMERICAN CENTY ETF TR 54,775.0 $6.8M 0.54% -2K -4.1% $124.76 +1.4%
26 DUHP DIMENSIONAL ETF TRUST 153,521.0 $6.4M 0.51% +5K +3.1% $41.73 +1.6%
27 MSFT MICROSOFT CORP Technology 14,964.0 $5.6M 0.44% +4K +33.6% $373.02 +29.5%
28 VLUE ISHARES TR 24,537.0 $4.9M 0.39% -4K -13.1% $199.81 +1.4%
29 MU MICRON TECHNOLOGY INC Technology 4,023.0 $4.6M 0.37% -1K -20.0% $1154.29 -16.2%
30 DIHP DIMENSIONAL ETF TRUST 127,429.0 $4.3M 0.34% +5K +3.9% $34.12 +4.7%
31 BSVO EA SERIES TRUST 147,232.0 $4.3M 0.34% -4K -2.3% $29.19 +1.5%
32 AMZN AMAZON COM INC Consumer Cyclical 17,214.0 $4.1M 0.32% +5K +38.4% $238.34 +8.5%
33 AVDE AMERICAN CENTY ETF TR 42,458.0 $3.8M 0.30% $89.20 +5.7%
34 IDEV ISHARES TR 38,717.0 $3.4M 0.27% +2K +6.6% $89.01 +4.8%
35 DFNM DIMENSIONAL ETF TRUST 63,109.0 $3.1M 0.24% +21K +48.9% $48.34 -1.6%
36 AVGO BROADCOM INC Technology 7,970.0 $3.0M 0.24% +2K +23.7% $377.75 -2.5%
37 GOOGL ALPHABET INC Communication Services 8,292.0 $3.0M 0.23% +1K +19.5% $357.37 -3.5%
38 GOOG ALPHABET INC 8,265.0 $2.9M 0.23% +1K +21.4% $353.33
39 DFIS DIMENSIONAL ETF TRUST 75,592.0 $2.6M 0.21% +5K +7.5% $35.03 +7.2%
40 LLY ELI LILLY & CO Healthcare 1,766.0 $2.1M 0.17% +353.0 +25.0% $1199.43 +4.6%
Page 2 of 21  ·  417 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%