StockDriftsStockDriftsTop 50 Jackson Thornton Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.29% | 4.93M | $218.7M | +0.54%(+26.68K) | $28.37(+62.10%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 15.55% | 2.81M | $196.7M | -0.92%(-26.12K) | $46.80(+54.22%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.26% | 1.67M | $91.8M | -0.29%(-4.82K) | $32.44(+76.79%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.88% | 1.61M | $87.0M | +0.51%(+8.19K) | $33.04(+75.36%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.11% | 1.41M | $52.0M | -0.86%(-12.28K) | $24.60(+53.88%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.38% | 723.9K | $42.7M | +6.97%(+47.18K) | $59.12(-1.27%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.19% | 492.7K | $40.4M | +5.52%(+25.79K) | $53.79(+57.31%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.04% | 958.3K | $38.5M | +1.37%(+12.93K) | $25.68(+70.54%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.68% | 873.3K | $33.9M | +2.34%(+19.95K) | $24.86(+62.68%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.2% | 287.7K | $27.8M | -0.80%(-2.33K) | $78.80(+17.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.97% | — | — | +45.95% |
| Top 20 Holdings Unweighted | +15.44% | +53.82% | — | — | +43.07% |
Jackson Thornton Wealth Management LLC reports $1.26B in US-listed equity holdings across 417 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (17.3%), DFAT (15.6%) and DFUV (7.3%). The top 20 holdings account for 77.9% of reported assets. Its disclosed equity book has returned +54.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jackson Thornton Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903880). View Jackson Thornton Wealth Management LLC’s 13F filings on SEC