JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q1 2026 13F Holdings
- Locationmontgomery, AL
- Num holdings
286
- Value ($000)
$1,111,171
- Date Filed 04/29/2026
- Form type13F-HR
- CIK 0001903880
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $198.52M | 18 % | 4,902,914 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $183.51M | 17 % | 2,840,246 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $88.3M | 8 % | 1,602,043 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $83.6M | 8 % | 1,674,054 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $51.11M | 5 % | 1,422,904 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $40.22M | 4 % | 676,751 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $38.93M | 4 % | 945,408 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $34.58M | 3 % | 466,915 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $30.84M | 3 % | 853,321 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $24.94M | 2 % | 290,077 |
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