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Manager record

Jackson Thornton Wealth Management, Llc

Montgomery, AL · CIK 1903880 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.26BReported 13F valueQ2 2026 · as filed
816Holdings listed
+13.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $873.2M$873.2MQ2 2025293 holdingsQ3 2025: $985.9M$985.9MQ3 2025541 holdingsQ4 2025: $1.1B$1.1BQ4 2025588 holdingsQ1 2026: $1.1B$1.1BQ1 2026555 holdingsQ2 2026: $1.3B$1.3BQ2 2026816 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$1.26B · 816 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$1.11B · 555 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$1.06B · 588 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$985.88M · 541 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$873.19M · 293 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology