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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 46.19% of JDH Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, DFGR, JNJ, DFNM, BSVO, AMZN, META, AAPL, DFAT, DFUS.
Started 1 new stock position in JNJ.
Reduced shares in these 10 stocks: BRK.B, DFIV, IVLU, DISV, DFUV, DFAI, VLUE, AVDV, DFSD, DFIC.
Sold out of its position in BRK.B.
JDH Wealth Management was a net buyer of stock by $322k.
JDH Wealth Management has $146M in assets under management (AUM), dropping by 3.53%.
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 December 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)	13.5	$20M		497k	39.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	10.2	$15M		299k	49.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.2	$14M		226k	59.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.2	$10M		224k	46.59	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.1	$8.9M		382k	23.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.8	$8.4M		114k	74.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.7	$6.9M		99k	69.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.6	$6.7M		144k	46.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.6	$6.6M		193k	34.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.5	$5.1M	+10%	85k	59.93	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$4.8M	-2%	125k	38.00	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.0	$4.4M	+7%	168k	26.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.2	$3.3M		32k	101.98	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$3.3M		98k	33.08	View chart
Ishares Tr Msci Usa Value (VLUE)	1.6	$2.3M	-2%	17k	136.73	View chart
NVIDIA Corporation (NVDA)	1.5	$2.2M		12k	186.51	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$1.9M		57k	32.73	View chart
Apple (AAPL)	1.1	$1.7M		6.1k	271.86	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.1	$1.7M	-6%	44k	38.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.6M		50k	32.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$1.6M		11k	148.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.3M	-2%	19k	71.41	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$1.3M		38k	32.94	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$1.2M	-4%	24k	47.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.1M		8.0k	143.33	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$948k		19k	49.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$906k	-6%	24k	38.11	View chart
Tesla Motors (TSLA)	0.5	$701k		1.6k	449.72	View chart
Microsoft Corporation (MSFT)	0.5	$690k		1.4k	483.62	View chart
Amazon (AMZN)	0.5	$663k	+14%	2.9k	230.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$631k		19k	32.89	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$598k	+37%	12k	48.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$595k		7.9k	75.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$458k		1.5k	313.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$443k	-8%	5.2k	84.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$411k		6.6k	62.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$394k		1.3k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$368k		1.1k	322.22	View chart
Meta Platforms Cl A (META)	0.2	$364k	+9%	551.00	660.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$332k		1.1k	303.89	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$320k		6.4k	49.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$296k	-15%	3.2k	93.97	View chart
Broadcom (AVGO)	0.2	$280k		810.00	346.10	View chart
Danaher Corporation (DHR)	0.2	$277k		1.2k	228.92	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$275k		12k	22.90	View chart
Rambus (RMBS)	0.2	$236k		2.6k	91.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$229k		1.6k	141.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$224k		466.00	480.57	View chart
Johnson & Johnson (JNJ)	0.1	$214k	NEW	1.0k	206.95	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$171k		16k	10.40	View chart
Ford Motor Company (F)	0.1	$134k		10k	13.12	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 Q4 filed Jan. 5, 2026
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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