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JDH Wealth Management

Latest statistics and disclosures from JDH Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFIV, DFAT, DFUV, BSVO, and represent 46.01% of JDH Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, BSVO, DFGR, DFEM, RMBS, DFSD, VTIP, DFIC, F, DFNM.
Started 2 new stock positions in RMBS, F.
Reduced shares in these 10 stocks: AAPL, DFAT, DFIV, DFAX, DFUS, ITOT, AVUV, DFUV, VLUE, DFAU.
JDH Wealth Management was a net buyer of stock by $150k.
JDH Wealth Management has $141M in assets under management (AUM), dropping by 7.88%.
Central Index Key (CIK): 0002022512

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Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.6	$19M		497k	38.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	9.9	$14M	-2%	301k	46.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.3	$13M	-2%	226k	58.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.2	$10M		226k	44.69	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.1	$8.5M	+6%	377k	22.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.8	$8.2M	-2%	113k	72.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.8	$6.8M		100k	68.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.7	$6.6M		144k	45.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$6.4M	+2%	194k	32.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.3	$4.6M	+20%	77k	60.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$4.6M		129k	35.69	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.0	$4.3M	+7%	156k	27.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$3.2M	-3%	32k	99.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$3.2M	+10%	100k	32.07	View chart
NVIDIA Corporation (NVDA)	1.6	$2.2M		12k	186.59	View chart
Ishares Tr Msci Usa Value (VLUE)	1.5	$2.1M	-4%	17k	125.05	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$1.8M	-13%	58k	31.38	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.2	$1.7M	-4%	47k	35.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.6M		50k	31.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$1.5M	-9%	11k	145.65	View chart
Apple (AAPL)	1.1	$1.5M	-33%	6.1k	254.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.3M		19k	67.83	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$1.2M		38k	31.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$1.2M	+17%	25k	48.19	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.1M		8.0k	142.55	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$977k	+21%	19k	50.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$922k		25k	36.35	View chart
Microsoft Corporation (MSFT)	0.5	$742k	+4%	1.4k	517.95	View chart
Tesla Motors (TSLA)	0.5	$693k		1.6k	444.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$611k		19k	31.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$579k		7.9k	73.46	View chart
Amazon (AMZN)	0.4	$553k		2.5k	219.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$471k		5.7k	82.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$433k	+20%	9.0k	47.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$419k	+2%	6.4k	65.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$395k		6.6k	59.92	View chart
Meta Platforms Cl A (META)	0.3	$369k		503.00	734.38	View chart
JPMorgan Chase & Co. (JPM)	0.3	$360k		1.1k	315.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$356k		1.5k	243.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$332k	-11%	3.7k	89.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$306k		1.3k	243.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$305k		1.1k	279.29	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$287k		12k	23.85	View chart
Rambus (RMBS)	0.2	$268k	NEW	2.6k	104.20	View chart
Broadcom (AVGO)	0.2	$267k		810.00	329.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$253k		504.00	502.74	View chart
Danaher Corporation (DHR)	0.2	$236k	+9%	1.2k	198.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$223k		1.6k	137.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$216k		466.00	463.74	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$175k	-26%	16k	10.65	View chart
Ford Motor Company (F)	0.1	$121k	NEW	10k	11.96	View chart

Past Filings by JDH Wealth Management

SEC 13F filings are viewable for JDH Wealth Management going back to 2025

JDH Wealth Management 2025 Q3 filed Oct. 30, 2025
JDH Wealth Management 2025 Q2 filed Aug. 1, 2025
JDH Wealth Management 2025 Q1 filed May 5, 2025

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