JDH Wealth Management, LLC
CIK: 0002022512Latest portfolio: $145.9M · Q4 2025
Holdings
51
Total Value
$145.9M
New Positions
51
Closed Positions
0
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 496,744 | $19.7M | 13.48% | NEW | |
| 2 | DFIVDIMENSIONAL ETF TRUST | 298,802 | $14.9M | 10.22% | NEW | |
| 3 | DFATDIMENSIONAL ETF TRUST | 226,128 | $13.5M | 9.23% | NEW | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 224,116 | $10.4M | 7.16% | NEW | |
| 5 | CTEFEA SERIES TRUST | 381,784 | $8.9M | 6.10% | NEW | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 113,541 | $8.4M | 5.77% | NEW | |
| 7 | DFASDIMENSIONAL ETF TRUST | 99,321 | $6.9M | 4.74% | NEW | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 143,799 | $6.7M | 4.61% | NEW | |
| 9 | DFICDIMENSIONAL ETF TRUST | 192,625 | $6.6M | 4.55% | NEW | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 85,017 | $5.1M | 3.49% | NEW | |
| 11 | DISVDIMENSIONAL ETF TRUST | 125,273 | $4.8M | 3.26% | NEW | |
| 12 | DFGRDIMENSIONAL ETF TRUST | 168,132 | $4.4M | 3.05% | NEW | |
| 13 | AVUVAMERICAN CENTY ETF TR | 32,047 | $3.3M | 2.24% | NEW | |
| 14 | DFEMDIMENSIONAL ETF TRUST | 98,378 | $3.3M | 2.23% | NEW | |
| 15 | VLUEISHARES TR | 16,683 | $2.3M | 1.56% | NEW | |
| 16 | NVDANVIDIA CORPORATION | 11,833 | $2.2M | 1.51% | NEW | |
| 17 | DFAXDIMENSIONAL ETF TRUST | 57,269 | $1.9M | 1.28% | NEW | |
| 18 | AAPLAPPLE INC | 6,117 | $1.7M | 1.14% | NEW | |
| 19 | IVLUISHARES TR | 43,642 | $1.7M | 1.14% | NEW | |
| 20 | DFAEDIMENSIONAL ETF TRUST | 50,163 | $1.6M | 1.12% | NEW | |
| 21 | ITOTISHARES TR | 10,599 | $1.6M | 1.08% | NEW | |
| 22 | EFVISHARES TR | 18,888 | $1.3M | 0.92% | NEW | |
| 23 | DFISDIMENSIONAL ETF TRUST | 38,130 | $1.3M | 0.86% | NEW | |
| 24 | DFSDDIMENSIONAL ETF TRUST | 23,995 | $1.1M | 0.79% | NEW | |
| 25 | VSSVANGUARD INTL EQUITY INDEX F | 7,951 | $1.1M | 0.78% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.9666149101346312e+124T)
Technology0.0% ($22061662.7T)
Consumer Cyclical0.0% ($701.7B)
Communication Services0.0% ($458.4B)
Unknown0.0% ($8.9B)
Healthcare0.0% ($276.2M)
Filing History
Fund Information
JDH Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $145.9M across 51 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 13.5% of the portfolio. Compared to the previous quarter, the fund opened 51 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.