Jackson Thornton Asset Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $856 Million distributed in 293 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 $177M, Dimensional ETF Tr U S Target with a value of $154M, Dimensional ETF Tr Us Marketwi with a value of $72.5M, Dimensional ETF Tr with a value of $71.6M, and Dimensional ETF Tr with a value of $44.5M.
Examining the 13F form we can see an increase of $67M in the current position value, from $789M to 856M.
Below you can find more details about Jackson Thornton Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$856 Million
ETFs: $765 Million
Technology: $17.1 Million
Financial Services: $4.8 Million
Consumer Cyclical: $4.73 Million
Healthcare: $4.3 Million
Communication Services: $4.19 Million
Consumer Defensive: $2.97 Million
Utilities: $1.92 Million
Other: $4.74 Million
Stock Holdings Table Market Cap. of $200 Billions or more
