13F Filings History of JACKSON THORNTON WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$1,058,174,070
Signature - Title
J. Adam Causey - CCO/VICE PRESIDENT
Location
Montgomery, AL
Summary
This page shows a list of all the recent 13F filings made by JACKSON THORNTON WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JACKSON THORNTON WEALTH MANAGEMENT, LLC reported 302 stock holdings with total value $1,058,174,070 as of Q4 2025. Top holdings included DFAC, DFAT, DFIV, DFUV, and DFAX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 302 $1,058,174,070 +$47,563,786 -$25,916,567 +$21,647,219 DFAC, DFAT, DFIV, DFUV, DFAX 13F-HR 22 Jan 2026, 11:59
Q3 2025 277 $985,882,293 +$79,941,027 -$20,330,365 +$59,610,662 DFAC, DFAT, DFIV, DFUV, DFAX 13F-HR 29 Oct 2025, 15:53
Q2 2025 153 $873,191,431 +$23,423,355 -$10,099,948 +$13,323,407 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 30 Jul 2025, 12:06
Q1 2025 101 $753,233,741 +$27,078,368 -$12,358,718 +$14,719,650 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 29 Apr 2025, 12:11
Q4 2024 87 $791,242,844 +$52,119,491 -$2,279,866 +$49,839,625 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 11 Feb 2025, 15:12
Q3 2024 63 $756,363,602 +$63,425,222 -$2,819,247 +$60,605,975 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 13 Nov 2024, 15:32
Q2 2024 57 $653,193,808 +$75,701,194 -$2,824,582 +$72,876,612 DFAC, DFAT, DFUV, DFIV, DFAX Restatement 07 Nov 2024, 14:57
Q1 2024 52 $589,738,229 +$13,751,145 -$2,417,059 +$11,334,086 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 15 May 2024, 13:38
Q4 2023 52 $543,935,907 +$27,230,331 -$19,548,319 +$7,682,012 DFAT, DFAC, DFUV, DFIV, DFAX 13F-HR 14 Feb 2024, 13:12
Q3 2023 45 $482,702,668 +$6,693,332 -$9,516,227 -$2,822,895 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 07 Nov 2023, 16:05
Q2 2023 40 $497,181,855 +$36,209,461 -$223,769 +$35,985,692 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 02 Aug 2023, 20:28
Q1 2023 32 $442,642,865 +$12,413,408 -$3,150,460 +$9,262,948 DFAC, DFAT, DFUV, DFIV, DFAX Restatement 03 Aug 2023, 13:01
Q4 2022 35 $418,533,832 +$11,699,066 -$4,483,007 +$7,216,059 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 14 Feb 2023, 14:36
Q3 2022 29 $367,361,000 +$40,963,438 -$5,985,701 +$34,977,737 DFAT, DFAC, DFUV, DFIV, DFAX 13F-HR 01 Nov 2022, 09:54
Q2 2022 28 $352,712,000 +$54,109,390 -$33,858,715 +$20,250,675 DFAC, DFAT, DFUV, DFIV, DFAX 13F-HR 02 Aug 2022, 11:11
Q1 2022 25 $389,247,000 +$51,217,608 -$247,043 +$50,970,565 DFAT, DFAC, DFIV, DFAX, DFUS 13F-HR 12 May 2022, 10:21
Q4 2021 17 $349,175,000 $0 $0 $0 DFAC, DFAT, DFIV, DFAX, DFUS Restatement 01 Jun 2022, 12:42