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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 46.07% of JDH Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, LLY, DFSD, DFGR, FIX, BRK.B, MSFT, VTIP, GOOGL, AVGO.
Started 3 new stock positions in BRK.B, FIX, LLY.
Reduced shares in these 10 stocks: DFAC, DFIV, IVLU, DISV, DFUV, DFIC, DFAT, BSVO, DFEM, DFAX.
JDH Wealth Management was a net buyer of stock by $161k.
JDH Wealth Management has $148M in assets under management (AUM), dropping by 1.68%.
Central Index Key (CIK): 0002022512

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Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.7	$19M	-2%	485k	38.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	10.4	$15M	-2%	292k	52.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.4	$14M		223k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.2	$11M	-2%	219k	48.46	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.4	$9.5M		375k	25.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.4	$8.0M		113k	70.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.8	$7.1M		99k	71.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$6.6M	-3%	186k	35.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.4	$6.6M		146k	45.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.9	$5.8M	+14%	97k	59.55	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.2	$4.7M	+5%	177k	26.58	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.1	$4.6M	-6%	118k	39.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$3.5M		32k	110.47	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$3.3M	-3%	95k	34.55	View chart
Ishares Tr Msci Usa Value (VLUE)	1.6	$2.4M		17k	142.19	View chart
NVIDIA Corporation (NVDA)	1.4	$2.1M	+2%	12k	174.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$1.9M	-3%	56k	33.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.7M		50k	33.86	View chart
Apple (AAPL)	1.1	$1.6M		6.2k	253.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.5M		11k	142.43	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.9	$1.4M	-18%	35k	39.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.4M		19k	74.35	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$1.4M	+19%	29k	47.88	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$1.3M	+2%	39k	33.67	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.2M		7.9k	145.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$1.1M	+17%	23k	49.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$894k	-3%	23k	38.96	View chart
Microsoft Corporation (MSFT)	0.5	$714k	+35%	1.9k	370.17	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$677k	+13%	14k	47.93	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$672k		19k	35.04	View chart
Amazon (AMZN)	0.4	$609k		2.9k	208.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$598k		7.8k	77.11	View chart
Tesla Motors (TSLA)	0.4	$584k		1.6k	371.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$530k	+25%	1.8k	287.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$422k		6.6k	64.08	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$416k	-8%	4.8k	86.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$408k	+21%	1.4k	294.16	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$388k	+5%	1.1k	337.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$370k	+2%	1.3k	286.86	View chart
Meta Platforms Cl A (META)	0.2	$363k	+15%	635.00	572.13	View chart
Broadcom (AVGO)	0.2	$333k	+32%	1.1k	309.51	View chart
Johnson & Johnson (JNJ)	0.2	$310k	+22%	1.3k	244.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$309k		3.1k	99.86	View chart
Eli Lilly & Co. (LLY)	0.2	$274k	NEW	298.00	919.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$242k	-2%	6.3k	38.42	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$241k	-15%	10k	23.65	View chart
Danaher Corporation (DHR)	0.2	$240k	+4%	1.3k	189.60	View chart
Rambus (RMBS)	0.1	$222k		2.6k	86.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$218k	-2%	1.6k	138.32	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$216k		466.00	463.19	View chart
Comfort Systems USA (FIX)	0.1	$210k	NEW	152.00	1378.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$206k	NEW	430.00	479.20	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$170k		16k	10.33	View chart
Ford Motor Company (F)	0.1	$118k		10k	11.54	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 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

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