Sign In
test

J. ADAM CAUSEY

Jackson Thornton Wealth Management, Llc

Assets Managed
$1.111B
Holdings
286
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
5.01%(2Q avg: 6.18%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jackson Thornton Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of Jackson Thornton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.111B in assets, with a quarterly growth rate of 5.01% and a 2-quarter average growth rate of 6.18%. The portfolio is managed by J. ADAM CAUSEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.22%
17.87%
$198.519M
4.903M shares@ $40.49 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.23%
16.52%
$183.508M
2.84M shares@ $64.62 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.55%
7.95%
$88.305M
1.602M shares@ $55.12 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.97%
7.53%
$83.602M
1.674M shares@ $49.94 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -0.96%
4.6%
$51.111M
1.423M shares@ $35.93 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.2%
3.62%
$40.219M
676,751 shares@ $59.43 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -3.41%
3.51%
$38.932M
945,408 shares@ $41.19 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 4.16%
3.12%
$34.58M
466,915 shares@ $74.06 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -5.5%
2.78%
$30.839M
853,321 shares@ $36.15 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
New Position
2.25%
$24.935M
290,077 shares@ $85.97 avg price

1-10 of 286