Jackson Thornton Asset Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $971 Million distributed in 541 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $187M, Dimensional ETF Tr U S Target with a value of $165M, Dimensional ETF Tr with a value of $75.6M, Dimensional ETF Tr Us Marketwi with a value of $75.5M, and Dimensional ETF Tr with a value of $46.1M.
Examining the 13F form we can see an increase of $115M in the current position value, from $856M to 971M.
Below you can find more details about Jackson Thornton Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$971 Million
ETFs: $811 Million
Technology: $36.6 Million
Healthcare: $15.1 Million
Financial Services: $13.4 Million
Consumer Cyclical: $13 Million
Industrials: $9.5 Million
Communication Services: $8.48 Million
Consumer Defensive: $5.01 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions