JDH Wealth Management

JDH Wealth Management as of June 30, 2026

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