JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 1903880
13F filing for Q2 2026・No. 2,206
- Holdings
- US$1.26B
- Quarter change
- +US$153.51M
- Entries
- 816
- Net bought (estimate)
- +US$75.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 159
- Sold out 28
- Cut 77
- Added 170
- Corporate actions 0
- Unchanged 11
Largest holdings
417 stocks worth US$1.26B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 4,929,596 | US$218.68M | 17.29% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 2,814,122 | US$196.71M | 15.55% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 1,669,238 | US$91.82M | 7.26% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 1,610,229 | US$86.98M | 6.88% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 1,410,622 | US$51.97M | 4.11% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 723,935 | US$42.7M | 3.38% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 492,705 | US$40.37M | 3.19% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP V | Added | 958,337 | US$38.46M | 3.04% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 873,274 | US$33.87M | 2.68% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 287,748 | US$27.76M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.