JACKSON THORNTON WEALTH MANAGEMENT, LLC

Comprehensive SEC 13F Analysis: Jackson Thornton Wealth Management, LLC

1. Portfolio Overview

Jackson Thornton Wealth Management, LLC (JTW) manages a portfolio with a total value of approximately $1.06 billion as of the report date (December 31, 2025). This represents a significant growth of +21.0% compared to the previous quarter's value of $874.45 million. The portfolio is highly diversified, comprising 588 total holdings, which indicates a strategy focused on risk mitigation through br...