JACKSON THORNTON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Montgomery, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,058,174
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 302 | 1,058,174 | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/29/2025 | 277 | 985,882 | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 153 | 873,191 | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.015 M | 96.0% | 69.23 K | 0 | 69.23 K |
| ETFs | 42.09 K | 4.0% | 3.064 K | 0 | 3.064 K |
| Debt | 263 | 0.0% | 0 | 11 | -11 |
| Other | 496 | 0.0% | 16 | 0 | 16 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
1,058,174
Holdings
302
QoQ value change ($000)
72,292
(7.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.