JACKSON THORNTON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Montgomery, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,264,678
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 417 | 1,264,678 | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/29/2026 | 286 | 1,111,171 | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 211.4 K | 16.7% | 76.04 K | 0 | 76.04 K |
| ETFs | 1.053 M | 83.3% | 77.44 K | 0 | 77.44 K |
| Debt | 287 | 0.0% | 27 | 0 | 27 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,264,678
Holdings
417
QoQ value change ($000)
153,507
(13.8%)
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.