JDH Wealth Management, LLC
CIK: 0002022512SEC EDGAR →
Portfolio Value
$145.9M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 496,744 | $19.7M | 13.48% |
| 2 | DIMENSIONAL ETF TRUST | 298,802 | $14.9M | 10.22% |
| 3 | DIMENSIONAL ETF TRUST | 226,128 | $13.5M | 9.23% |
| 4 | DIMENSIONAL ETF TRUST | 224,116 | $10.4M | 7.16% |
| 5 | EA SERIES TRUST | 381,784 | $8.9M | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 113,541 | $8.4M | 5.77% |
| 7 | DIMENSIONAL ETF TRUST | 99,321 | $6.9M | 4.74% |
| 8 | DIMENSIONAL ETF TRUST | 143,799 | $6.7M | 4.61% |
| 9 | DIMENSIONAL ETF TRUST | 192,625 | $6.6M | 4.55% |
| 10 | VANGUARD SCOTTSDALE FDS | 85,017 | $5.1M | 3.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (51)
$19.7M · 497K shares
$14.9M · 299K shares
$13.5M · 226K shares
$10.4M · 224K shares
$8.9M · 382K shares
$8.4M · 114K shares
$6.9M · 99K shares
$6.7M · 144K shares
$6.6M · 193K shares
$5.1M · 85K shares
$4.8M · 125K shares
$4.4M · 168K shares
$3.3M · 32K shares
$3.3M · 98K shares
$2.3M · 17K shares
$2.2M · 12K shares
$1.9M · 57K shares
$1.7M · 6K shares
$1.7M · 44K shares
$1.6M · 50K shares
$1.6M · 11K shares
$1.3M · 19K shares
$1.3M · 38K shares
$1.1M · 24K shares
$1.1M · 8K shares
$948K · 19K shares
$906K · 24K shares
$701K · 2K shares
$689K · 1K shares
$662K · 3K shares
$630K · 19K shares
$598K · 12K shares
$594K · 8K shares
$458K · 1K shares
$442K · 5K shares
$411K · 7K shares
$394K · 1K shares
$367K · 1K shares
$363K · 551 shares
$332K · 1K shares
$319K · 6K shares
$296K · 3K shares
$280K · 810 shares
$276K · 1K shares
$275K · 12K shares
$236K · 3K shares
$228K · 2K shares
$223K · 466 shares
$214K · 1K shares
$170K · 16K shares
$134K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $128.3M | 88.0% |
| Unknown | 2 | $9.1M | 6.3% |
| Technology | 5 | $5.2M | 3.5% |
| Consumer Cyclical | 3 | $1.5M | 1.0% |
| Communication Services | 3 | $1.2M | 0.8% |
| Healthcare | 2 | $490K | 0.3% |