DOSSIER · 13F-HR · Q1 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC
JACKSON THORNTON WEALTH's asset manager based in New York, NY — $1.1B in tracked AUM across 555 positions as of Q1 2026.
JT
JACKSON THORNTON WEALTH·New York, NY·Asset Manager
CIK 0001903880 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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