Jackson Thornton Wealth Management, LLC

13F filer · CIK 0001903880

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$1.26BU.S. long equity reported on 13F

Positions367154 new · 25 closed

Net flow last quarter+$42.2MBuys minus sells

Top 10 positions weight7.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026367 positions
DFAXGulf Resources, Inc.	$52M	4.11%	Not reported	-0.9%	Q4 2021
AAPLApple Inc.	$9.3M	0.74%	0.00%	+20.9%	Q4 2021
NVDANvidia Corp	$9.09M	0.72%	0.00%	+46.5%	Q3 2023
MSFTMicrosoft Corp	$5.58M	0.44%	0.00%	+33.6%	Q1 2022
VLUEiSHARES TRUST	$4.9M	0.39%	Not reported	-13.1%	Q3 2024
MUMicron Technology Inc	$4.64M	0.37%	0.00%	-20.0%	Q3 2025
AMZNAmazon Com Inc	$4.1M	0.32%	0.00%	+38.4%	Q1 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$3.45M	0.27%	Not reported	+6.6%	Q2 2023
AVGOBroadcom Inc.	$3.01M	0.24%	0.00%	+23.7%	Q2 2023
GOOGLAlphabet Inc.	$2.96M	0.23%	0.00%	+19.5%	Q1 2022
GOOGAlphabet Inc.	$2.92M	0.23%	Not reported	+21.4%	Q1 2022
LLYELI LILLY & Co	$2.12M	0.17%	0.00%	+25.0%	Q2 2022
TSLATesla, Inc.	$2.01M	0.16%	0.00%	+42.8%	Q4 2024
LRCXLam Research Corp	$1.95M	0.15%	0.00%	+4.1%	Q3 2025
INTCIntel Corp	$1.94M	0.15%	0.00%	-37.0%	Q2 2025
WDCWestern Digital Corp	$1.81M	0.14%	0.00%	-16.6%	Q3 2025
METAMeta Platforms, Inc.	$1.71M	0.14%	Not reported	+52.3%	Q2 2023
FIXComfort Systems USA Inc	$1.7M	0.13%	0.00%	+5.5%	Q3 2025
JBHTHunt J B Transport Services Inc	$1.64M	0.13%	0.01%	+9.1%	Q2 2025
MRKMerck & Co., Inc.	$1.54M	0.12%	0.00%	-5.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.5M	0.12%	Not reported	+56.0%	Q4 2021
JPMJPMorgan Chase & Co	$1.49M	0.12%	0.00%	+63.0%	Q2 2022
KOCoca Cola Co	$1.44M	0.11%	0.00%	+5.9%	Q1 2025
CNCCentene Corp	$1.32M	0.10%	0.00%	-8.4%	Q3 2025
EIXEdison International	$1.32M	0.10%	0.00%	-7.6%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.3M	0.10%	0.00%	+44.5%	Q3 2025
WMTWalmart Inc.	$1.29M	0.10%	0.00%	-32.6%	Q3 2024
PCGPG&E Corp	$1.28M	0.10%	0.00%	+1.9%	Q2 2025
FDXFedex Corp	$1.24M	0.10%	0.00%	+5.5%	Q2 2025
BMYBristol Myers Squibb Co	$1.23M	0.10%	0.00%	-11.9%	Q3 2025
SOSouthern Co	$1.21M	0.10%	0.00%	+19.2%	Q4 2021
CBChubb Ltd	$1.19M	0.09%	0.00%	+7.8%	Q3 2025
GMGeneral Motors Co	$1.11M	0.09%	0.00%	+11.2%	Q2 2025
JNJJohnson & Johnson	$1.11M	0.09%	0.00%	+13.7%	Q1 2022
MSMorgan Stanley	$1.09M	0.09%	0.00%	+41.3%	Q1 2026
STXSeagate Technology Holdings plc	$1.07M	0.08%	0.00%	+135.3%	Q4 2025
ABNBAirbnb, Inc.	$1.06M	0.08%	Not reported	+34.0%	Q3 2025
GEGeneral Electric Co	$1.02M	0.08%	0.00%	-5.3%	Q2 2025
UNHUnitedhealth Group Inc	$1.02M	0.08%	0.00%	+62.2%	Q1 2022
OCSLOaktree Specialty Lending Corp	$1.01M	0.08%	0.10%	+153.4%	Q4 2024
FTITechnipFMC plc	$1.01M	0.08%	0.00%	-0.9%	Q3 2025
HDHome Depot, Inc.	$986K	0.08%	0.00%	Not reported	Q1 2024
NLYAnnaly Capital Management Inc	$952K	0.08%	0.01%	New	Q2 2026
GEVGE Vernova Inc.	$936K	0.07%	0.00%	+3.6%	Q3 2025
SNDKSandisk Corp	$932K	0.07%	0.00%	-40.7%	Q3 2025
CCitigroup Inc	$923K	0.07%	0.00%	+14.2%	Q2 2025
FCXFreeport-Mcmoran Inc	$918K	0.07%	0.00%	+20.7%	Q2 2025
CATCaterpillar Inc	$906K	0.07%	0.00%	+13.5%	Q3 2025
MOHMolina Healthcare, Inc.	$895K	0.07%	0.01%	+34.5%	Q3 2025
ASMLAsml Holding NV	$883K	0.07%	0.00%	+13.0%	Q3 2025

Q1 2026Reported Apr 29, 2026237 positions
DFAXGulf Resources, Inc.	$51.1M	4.60%	Not reported	-1.0%	Q4 2021
AAPLApple Inc.	$6.93M	0.62%	0.00%	-0.7%	Q4 2021
NVDANvidia Corp	$5.85M	0.53%	0.00%	-6.3%	Q3 2023
VLUEiSHARES TRUST	$4.3M	0.39%	Not reported	Not reported	Q3 2024
MSFTMicrosoft Corp	$4.15M	0.37%	0.00%	+36.0%	Q1 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$3.19M	0.29%	Not reported	+119.6%	Q2 2023
AMZNAmazon Com Inc	$2.96M	0.27%	0.00%	-2.5%	Q1 2022
AVGOBroadcom Inc.	$2.39M	0.22%	0.00%	+15.0%	Q2 2023
GOOGLAlphabet Inc.	$2.2M	0.20%	0.00%	+6.3%	Q1 2022
GOOGAlphabet Inc.	$2.15M	0.19%	Not reported	+1.0%	Q1 2022
WMTWalmart Inc.	$2.14M	0.19%	0.00%	-2.3%	Q3 2024
MUMicron Technology Inc	$2.11M	0.19%	0.00%	+9.7%	Q3 2025
MRKMerck & Co., Inc.	$1.55M	0.14%	0.00%	-0.8%	Q4 2024
XOMExxonMobil Holdings Corp	$1.49M	0.13%	0.00%	+4.5%	Q2 2022
EIXEdison International	$1.45M	0.13%	0.01%	+13.6%	Q3 2025
BMYBristol Myers Squibb Co	$1.42M	0.13%	0.00%	+19.6%	Q3 2025
FDXFedex Corp	$1.4M	0.13%	0.00%	+5.6%	Q2 2025
PEPPepsico Inc	$1.39M	0.12%	0.00%	+9.9%	Q2 2022
PCGPG&E Corp	$1.39M	0.12%	0.00%	+9.2%	Q2 2025
INTCIntel Corp	$1.38M	0.12%	0.00%	-23.7%	Q2 2025
LLYELI LILLY & Co	$1.33M	0.12%	0.00%	+3.3%	Q2 2022
FIXComfort Systems USA Inc	$1.3M	0.12%	0.00%	+1.6%	Q3 2025
KOCoca Cola Co	$1.3M	0.12%	0.00%	+275.2%	Q1 2025
METAMeta Platforms, Inc.	$1.26M	0.11%	Not reported	-14.3%	Q2 2023
JBHTHunt J B Transport Services Inc	$1.18M	0.11%	0.01%	+7.9%	Q2 2025
TSLATesla, Inc.	$1.17M	0.11%	0.00%	-9.7%	Q4 2024
WDCWestern Digital Corp	$1.17M	0.11%	0.00%	+0.5%	Q3 2025
LRCXLam Research Corp	$1.14M	0.10%	0.00%	-4.3%	Q3 2025
FTITechnipFMC plc	$1.13M	0.10%	0.00%	+6.5%	Q3 2025
CBChubb Ltd	$1.06M	0.10%	0.00%	-5.5%	Q3 2025
SOSouthern Co	$1.03M	0.09%	0.00%	-0.5%	Q4 2021
GMGeneral Motors Co	$988K	0.09%	0.00%	+5.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$923K	0.08%	Not reported	-25.4%	Q4 2021
JNJJohnson & Johnson	$913K	0.08%	0.00%	-8.9%	Q1 2022
PGPROCTER & GAMBLE Co	$899K	0.08%	0.00%	+147.4%	Q4 2022
LMTLockheed Martin Corp	$891K	0.08%	0.00%	+12.9%	Q3 2025
GEGeneral Electric Co	$887K	0.08%	0.00%	+0.1%	Q2 2025
JPMJPMorgan Chase & Co	$868K	0.08%	0.00%	-6.0%	Q2 2022
CNCCentene Corp	$840K	0.08%	0.00%	-20.1%	Q3 2025
FCXFreeport-Mcmoran Inc	$820K	0.07%	0.00%	+12.5%	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$817K	0.07%	0.00%	+10.2%	Q3 2025
TJXTJX Companies Inc	$812K	0.07%	0.00%	+8.1%	Q3 2025
BKNGBooking Holdings Inc.	$785K	0.07%	0.01%	+5418.3%	Q1 2025
GEVGE Vernova Inc.	$762K	0.07%	0.00%	+46.2%	Q3 2025
CCitigroup Inc	$718K	0.06%	0.00%	+16.2%	Q2 2025
ABNBAirbnb, Inc.	$710K	0.06%	Not reported	-7.0%	Q3 2025
VRTVertiv Holdings Co	$694K	0.06%	0.00%	+11.5%	Q3 2025
MRSHMarsh & Mclennan Companies, Inc.	$681K	0.06%	0.00%	+109.0%	Q3 2025
PSXPhillips 66	$665K	0.06%	0.00%	+4.8%	Q3 2025
MSMorgan Stanley	$653K	0.06%	0.00%	New	Q1 2026

Q4 2025Reported Jan 22, 2026255 positions
DFAXGulf Resources, Inc.	$48.2M	4.56%	Not reported	-2.1%	Q4 2021
AAPLApple Inc.	$7.02M	0.66%	0.00%	+10.1%	Q4 2021
NVDANvidia Corp	$6.19M	0.59%	0.00%	+3.0%	Q3 2023
VLUEiSHARES TRUST	$4.04M	0.38%	Not reported	-1.2%	Q3 2024
MSFTMicrosoft Corp	$3.94M	0.37%	0.00%	-14.3%	Q1 2022
AMZNAmazon Com Inc	$3.07M	0.29%	0.00%	+27.3%	Q1 2022
GOOGAlphabet Inc.	$2.12M	0.20%	Not reported	+13.1%	Q1 2022
GOOGLAlphabet Inc.	$2.05M	0.19%	0.00%	+12.8%	Q1 2022
WMTWalmart Inc.	$1.98M	0.19%	0.00%	+24.7%	Q3 2024
AVGOBroadcom Inc.	$1.93M	0.18%	0.00%	-7.1%	Q2 2023
TSLATesla, Inc.	$1.61M	0.15%	0.00%	+7.4%	Q4 2024
MUMicron Technology Inc	$1.57M	0.15%	0.00%	+1.8%	Q3 2025
METAMeta Platforms, Inc.	$1.54M	0.15%	Not reported	-5.9%	Q2 2023
LLYELI LILLY & Co	$1.46M	0.14%	0.00%	+19.0%	Q2 2022
MRKMerck & Co., Inc.	$1.4M	0.13%	0.00%	+3.5%	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.4M	0.13%	Not reported	+22.8%	Q2 2023
CNCCentene Corp	$1.29M	0.12%	0.01%	+94.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.29M	0.12%	Not reported	+16.8%	Q4 2021
TEAMAtlassian Corp	$1.23M	0.12%	Not reported	+213.5%	Q3 2025
INTCIntel Corp	$1.16M	0.11%	0.00%	-16.0%	Q2 2025
XOMExxonMobil Holdings Corp	$1.13M	0.11%	0.00%	+60.7%	Q2 2022
EXPEExpedia Group, Inc.	$1.13M	0.11%	0.00%	+9.6%	Q2 2025
PEPPepsico Inc	$1.12M	0.11%	0.00%	-14.4%	Q2 2022
PCGPG&E Corp	$1.11M	0.10%	0.00%	+22.4%	Q2 2025
BMYBristol Myers Squibb Co	$1.1M	0.10%	0.00%	+227.1%	Q3 2025
FDXFedex Corp	$1.09M	0.10%	0.00%	+1.2%	Q2 2025
CBChubb Ltd	$1.06M	0.10%	0.00%	+28.3%	Q3 2025
EIXEdison International	$1.02M	0.10%	0.00%	+59.7%	Q3 2025
GMGeneral Motors Co	$1M	0.09%	0.00%	-3.6%	Q2 2025
JPMJPMorgan Chase & Co	$996K	0.09%	0.00%	-10.8%	Q2 2022
JBHTHunt J B Transport Services Inc	$987K	0.09%	0.01%	+11.4%	Q2 2025
GEGeneral Electric Co	$941K	0.09%	0.00%	-0.6%	Q2 2025
LRCXLam Research Corp	$935K	0.09%	0.00%	+4.8%	Q3 2025
SOSouthern Co	$934K	0.09%	0.00%	+70.0%	Q4 2021
ZMZoom Communications, Inc.	$882K	0.08%	Not reported	+44.4%	Q3 2025
PLTRPalantir Technologies Inc.	$871K	0.08%	0.00%	-10.3%	Q2 2025
ACNAccenture plc	$871K	0.08%	0.00%	+65.3%	Q3 2025
JNJJohnson & Johnson	$860K	0.08%	0.00%	+0.2%	Q1 2022
COFCapital One Financial Corp	$858K	0.08%	0.00%	+36.6%	Q2 2025
ANETArista Networks, Inc.	$832K	0.08%	0.00%	+30.6%	Q2 2025
FIXComfort Systems USA Inc	$830K	0.08%	0.00%	+10.5%	Q3 2025
ABNBAirbnb, Inc.	$817K	0.08%	Not reported	+15.1%	Q3 2025
NOWServiceNow, Inc.	$803K	0.08%	0.00%	+247.0%	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$769K	0.07%	0.00%	+7.5%	Q3 2025
WDCWestern Digital Corp	$742K	0.07%	0.00%	+23.1%	Q3 2025
INCYIncyte Corp	$742K	0.07%	0.00%	-2.3%	Q2 2025
MEDPMedpace Holdings, Inc.	$726K	0.07%	0.00%	+8.6%	Q3 2025
TJXTJX Companies Inc	$716K	0.07%	0.00%	+37.5%	Q3 2025
ORCLOracle Corp	$716K	0.07%	0.00%	+88.3%	Q2 2025
NTRANatera, Inc.	$706K	0.07%	0.00%	+8.8%	Q3 2025

Q3 2025Reported Oct 29, 2025231 positions
DFAXGulf Resources, Inc.	$46.5M	4.72%	Not reported	-3.0%	Q4 2021
AAPLApple Inc.	$6.28M	0.64%	0.00%	+18.4%	Q4 2021
NVDANvidia Corp	$6.08M	0.62%	0.00%	+46.6%	Q3 2023
MSFTMicrosoft Corp	$5.04M	0.51%	0.00%	+47.0%	Q1 2022
VLUEiSHARES TRUST	$3.63M	0.37%	Not reported	-1.9%	Q3 2024
AMZNAmazon Com Inc	$2.26M	0.23%	0.00%	+26.6%	Q1 2022
AVGOBroadcom Inc.	$2.09M	0.21%	0.00%	+34.6%	Q2 2023
METAMeta Platforms, Inc.	$1.78M	0.18%	Not reported	+39.4%	Q2 2023
TSLATesla, Inc.	$1.52M	0.15%	0.00%	+69.8%	Q4 2024
GOOGAlphabet Inc.	$1.46M	0.15%	Not reported	+38.3%	Q1 2022
WMTWalmart Inc.	$1.43M	0.14%	0.00%	+258.3%	Q3 2024
GOOGLAlphabet Inc.	$1.42M	0.14%	0.00%	+32.6%	Q1 2022
PEPPepsico Inc	$1.3M	0.13%	0.00%	+126.2%	Q2 2022
INTCIntel Corp	$1.29M	0.13%	0.00%	+162.2%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.1M	0.11%	Not reported	+46.6%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$1.09M	0.11%	Not reported	+19.9%	Q2 2023
MRKMerck & Co., Inc.	$1.07M	0.11%	0.00%	+237.4%	Q4 2024
RBLXRoblox Corp	$1.04M	0.11%	0.00%	+84.3%	Q2 2025
JPMJPMorgan Chase & Co	$1.01M	0.10%	0.00%	+36.1%	Q2 2022
PLTRPalantir Technologies Inc.	$992K	0.10%	0.00%	+173.2%	Q2 2025
LLYELI LILLY & Co	$973K	0.10%	0.00%	+78.6%	Q2 2022
ADBEAdobe Inc.	$955K	0.10%	0.00%	+219.5%	Q2 2025
PNCPNC Financial Services Group, Inc.	$948K	0.10%	0.00%	+119.8%	Q2 2025
PCGPG&E Corp	$935K	0.09%	0.00%	+423.7%	Q2 2025
PGPROCTER & GAMBLE Co	$912K	0.09%	0.00%	+308.6%	Q4 2022
MUMicron Technology Inc	$885K	0.09%	0.00%	New	Q3 2025
GEGeneral Electric Co	$874K	0.09%	0.00%	+104.8%	Q2 2025
FDXFedex Corp	$842K	0.09%	0.00%	+180.9%	Q2 2025
SNOWSnowflake Inc.	$838K	0.09%	0.00%	+120.6%	Q2 2025
JNJJohnson & Johnson	$795K	0.08%	0.00%	+57.2%	Q1 2022
CBChubb Ltd	$767K	0.08%	0.00%	New	Q3 2025
ANETArista Networks, Inc.	$756K	0.08%	0.00%	+38.7%	Q2 2025
VEEVVeeva Systems Inc	$742K	0.08%	0.00%	+146.7%	Q2 2025
ZSZscaler, Inc.	$735K	0.07%	0.00%	New	Q3 2025
EXPEExpedia Group, Inc.	$730K	0.07%	0.00%	+154.4%	Q2 2025
VRSNVerisign Inc	$718K	0.07%	0.00%	+181.1%	Q2 2025
GMGeneral Motors Co	$715K	0.07%	0.00%	+101.3%	Q2 2025
XOMExxonMobil Holdings Corp	$663K	0.07%	0.00%	-35.1%	Q2 2022
MOHMolina Healthcare, Inc.	$654K	0.07%	0.01%	New	Q3 2025
UNHUnitedhealth Group Inc	$646K	0.07%	0.00%	+53.3%	Q1 2022
JBHTHunt J B Transport Services Inc	$631K	0.06%	0.00%	+224.0%	Q2 2025
ABNBAirbnb, Inc.	$617K	0.06%	Not reported	New	Q3 2025
LRCXLam Research Corp	$615K	0.06%	0.00%	New	Q3 2025
FIXComfort Systems USA Inc	$613K	0.06%	0.00%	New	Q3 2025
INCYIncyte Corp	$608K	0.06%	0.00%	+96.7%	Q2 2025
SOSouthern Co	$604K	0.06%	0.00%	-55.1%	Q4 2021
GDGeneral Dynamics Corp	$600K	0.06%	0.00%	New	Q3 2025
MAMastercard Inc	$587K	0.06%	0.00%	+53.5%	Q3 2023
LYFTLyft, Inc.	$586K	0.06%	0.08%	+115.0%	Q2 2025
MEDPMedpace Holdings, Inc.	$584K	0.06%	0.00%	New	Q3 2025

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