Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 45.02% of JDH Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, MU, DFGR, INTC, DFSD, SPY, WDC, SCHH, AMD, AMAT.
Started 8 new stock positions in MU, SPY, AMD, AMAT, INTC, WDC, SCHH, KLAC.
Reduced shares in these 10 stocks: BSVO, DFAU, DFAT, DFUV, IVLU, DFAC, DHR, DFIV, DFAE, DFIC.
Sold out of its position in DHR.
JDH Wealth Management was a net seller of stock by $-448k.
JDH Wealth Management has $164M in assets under management (AUM), dropping by 10.81%.
Central Index Key (CIK): 0002022512

Tip: Access up to 7 years of quarterly data

Positions held by JDH Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	12.9	$21M		479k	44.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	9.5	$16M		288k	54.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.3	$15M	-2%	218k	69.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.1	$12M	-2%	214k	55.01	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	6.2	$10M	-6%	350k	29.19	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.5	$9.1M		111k	81.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.9	$8.1M		98k	82.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.3	$7.1M	-5%	138k	51.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.1	$6.8M	-2%	182k	37.26	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.8	$6.2M	+7%	105k	58.98	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.4	$5.5M	+7%	190k	28.97	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.9	$4.7M		117k	40.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$3.9M		95k	40.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$3.8M	-2%	31k	124.76	View chart
Ishares Tr Msci Usa Value (VLUE)	2.0	$3.2M	-3%	16k	199.81	View chart
NVIDIA Corporation (NVDA)	1.5	$2.5M	+2%	12k	200.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.0M	-4%	53k	36.84	View chart
Apple (AAPL)	1.2	$1.9M	+5%	6.6k	289.36	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.8M	-10%	45k	40.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.7M		11k	164.27	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.0	$1.7M	+20%	35k	47.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.4M		18k	76.55	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.8	$1.4M		39k	35.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$1.3M	+14%	26k	50.23	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$1.2M		7.9k	154.29	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.7	$1.2M	-19%	29k	41.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$946k		23k	41.25	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$815k	+19%	17k	48.34	View chart
Amazon (AMZN)	0.5	$748k	+7%	3.1k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$694k	+5%	1.9k	357.37	View chart
Tesla Motors (TSLA)	0.4	$668k		1.6k	420.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$663k		7.8k	85.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$630k	-15%	16k	38.79	View chart
Microsoft Corporation (MSFT)	0.4	$622k	-13%	1.7k	373.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$576k	+5%	1.2k	477.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$472k	+3%	1.3k	353.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$469k		6.6k	71.25	View chart
JPMorgan Chase & Co. (JPM)	0.3	$450k		1.4k	327.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$409k	-10%	4.3k	95.44	View chart
Micron Technology (MU)	0.2	$399k	NEW	346.00	1154.29	View chart
Broadcom (AVGO)	0.2	$374k	-8%	989.00	377.75	View chart
Eli Lilly & Co. (LLY)	0.2	$353k		294.00	1199.43	View chart
Rambus (RMBS)	0.2	$343k		2.6k	132.74	View chart
Meta Platforms Cl A (META)	0.2	$338k	-5%	600.00	563.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$318k		3.1k	103.05	View chart
Intel Corporation (INTC)	0.2	$304k	NEW	2.2k	139.63	View chart
Comfort Systems USA (FIX)	0.2	$297k		150.00	1981.95	View chart
Johnson & Johnson (JNJ)	0.2	$271k	-15%	1.1k	253.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$251k	+16%	501.00	500.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$248k		1.6k	156.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$243k		466.00	522.39	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$230k	-13%	8.8k	26.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$224k	NEW	300.00	747.15	View chart
Western Digital (WDC)	0.1	$218k	NEW	341.00	638.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$217k	NEW	9.2k	23.68	View chart
Advanced Micro Devices (AMD)	0.1	$217k	NEW	373.00	580.91	View chart
Applied Materials (AMAT)	0.1	$213k	NEW	295.00	723.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$210k		6.3k	33.29	View chart
Kla Corp Com New (KLAC)	0.1	$203k	NEW	673.00	301.71	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$187k		16k	11.38	View chart
Ford Motor Company (F)	0.1	$143k		10k	13.90	View chart

Past Filings by JDH Wealth Management

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

JDH Wealth Management 2026 Q2 filed July 22, 2026
JDH Wealth Management 2026 Q1 filed April 16, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z