JDH Wealth Management, LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$130.6B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 496,230 | $17.8B | 13.62% | |
| 2 | DFIVDIMENSIONAL ETF TRUST | 307,839 | $13.2B | 10.10% | |
| 3 | DFATDIMENSIONAL ETF TRUST | 232,777 | $12.6B | 9.62% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 227,770 | $9.6B | 7.37% | |
| 5 | DFUSDIMENSIONAL ETF TRUST | 116,327 | $7.8B | 5.97% | |
| 6 | CTEFEA SERIES TRUST | 354,933 | $7.2B | 5.54% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 99,811 | $6.4B | 4.87% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 145,703 | $6.2B | 4.73% | |
| 9 | DFICDIMENSIONAL ETF TRUST | 188,850 | $5.9B | 4.50% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 130,029 | $4.3B | 3.28% | |
| 11 | DFGRDIMENSIONAL ETF TRUST | 144,375 | $3.9B | 2.97% | |
| 12 | VGITVANGUARD SCOTTSDALE FDS | 63,763 | $3.8B | 2.92% | |
| 13 | AVUVAMERICAN CENTY ETF TR | 33,614 | $3.1B | 2.35% | |
| 14 | DFEMDIMENSIONAL ETF TRUST | 90,304 | $2.7B | 2.05% | |
| 15 | VLUEISHARES TR | 17,838 | $2.0B | 1.55% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 66,146 | $1.9B | 1.49% | |
| 17 | AAPLAPPLE INC | 9,116 | $1.9B | 1.43% | |
| 18 | NVDANVIDIA CORPORATION | 11,833 | $1.9B | 1.43% | |
| 19 | IVLUISHARES TR | 48,834 | $1.6B | 1.23% | |
| 20 | ITOTISHARES TR | 11,656 | $1.6B | 1.21% | |
| 21 | DFAEDIMENSIONAL ETF TRUST | 51,097 | $1.5B | 1.13% | |
| 22 | EFVISHARES TR | 19,621 | $1.2B | 0.95% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 38,062 | $1.1B | 0.87% | |
| 24 | VSSVANGUARD INTL EQUITY INDEX F | 7,951 | $1.1B | 0.82% | |
| 25 | DFSDDIMENSIONAL ETF TRUST | 21,393 | $1.0B | 0.79% | |
| 26 | DFAIDIMENSIONAL ETF TRUST | 25,368 | $877.0M | 0.67% | |
| 27 | VTIPVANGUARD MALVERN FDS | 15,816 | $795.1M | 0.61% | |
| 28 | MSFTMICROSOFT CORP | 1,373 | $682.9M | 0.52% | |
| 29 | DFSVDIMENSIONAL ETF TRUST | 19,182 | $564.5M | 0.43% | |
| 30 | AMZNAMAZON COM INC | 2,484 | $545.0M | 0.42% | |
| 31 | VXUSVANGUARD STAR FDS | 7,880 | $544.4M | 0.42% | |
| 32 | TSLATESLA INC | 1,589 | $504.8M | 0.39% | |
| 33 | IXUSISHARES TR | 5,703 | $440.9M | 0.34% | |
| 34 | IBITISHARES BITCOIN TRUST ETF | 6,297 | $385.4M | 0.30% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 6,583 | $375.3M | 0.29% | |
| 36 | METAMETA PLATFORMS INC | 503 | $371.3M | 0.28% | |
| 37 | DFNMDIMENSIONAL ETF TRUST | 7,511 | $356.2M | 0.27% | |
| 38 | AVDVAMERICAN CENTY ETF TR | 4,219 | $334.5M | 0.26% | |
| 39 | JPMJPMORGAN CHASE & CO. | 1,141 | $330.8M | 0.25% | |
| 40 | DFARDIMENSIONAL ETF TRUST | 12,025 | $282.1M | 0.22% | |
| 41 | GOOGLALPHABET INC | 1,439 | $253.6M | 0.19% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 513 | $249.2M | 0.19% | |
| 43 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,093 | $247.6M | 0.19% | |
| 44 | VGSRMANAGER DIRECTED PORTFOLIOS | 22,211 | $232.3M | 0.18% | |
| 45 | AVGOBROADCOM INC | 810 | $223.3M | 0.17% | |
| 46 | GOOGALPHABET INC | 1,237 | $219.4M | 0.17% | |
| 47 | DHRDANAHER CORPORATION | 1,082 | $213.7M | 0.16% | |
| 48 | VTVANGUARD INTL EQUITY INDEX F | 1,614 | $207.4M | 0.16% | |
| 49 | DONSPDR DOW JONES INDL AVERAGE | 466 | $205.3M | 0.16% |