JACKSON THORNTON WEALTH MANAGEMENT, LLC
JACKSON THORNTON WEALTH MANAGEMENT, LLC reported 417 positions worth $1.26B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFAC (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $218.7M | 17.29% | 4,929,596 | — | — | |
| ▸ 2 | DFAT | SH | $196.7M | 15.55% | 2,814,122 | — | — | |
| ▸ 3 | DFUV | SH | $91.8M | 7.26% | 1,669,238 | — | — | |
| ▸ 4 | DFIV | SH | $87.0M | 6.88% | 1,610,229 | — | — | |
| ▸ 5 | DFAX | SH | $52.0M | 4.11% | 1,410,622 | — | — | |
| ▸ 6 | VGIT | SH | $42.7M | 3.38% | 723,935 | — | — | |
| ▸ 7 | DFUS | SH | $40.4M | 3.19% | 492,705 | — | — | |
| ▸ 8 | DISV | SH | $38.5M | 3.04% | 958,337 | — | — | |
| ▸ 9 | DFSV | SH | $33.9M | 2.68% | 873,274 | — | — | |
| ▸ 10 | AVEM | SH | $27.8M | 2.20% | 287,748 | — | — |
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Frequently Asked Questions
What stocks does JACKSON THORNTON WEALTH MANAGEMENT, LLC hold as of Q2 2026?
JACKSON THORNTON WEALTH MANAGEMENT, LLC reported 417 positions worth $1.26B in its Q2 2026 13F filing. Largest positions: DFAC (17.3%), DFAT (15.6%), DFUV (7.3%), DFIV (6.9%) and DFAX (4.1%).
What did JACKSON THORNTON WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JACKSON THORNTON WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.