JDH Wealth Management, LLC Q4 2025 Filing
Filed January 5, 2026
Portfolio Value
$145.9B
Holdings
51
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 496,744 | $19.7B | 13.48% | |
| 2 | DFIVDIMENSIONAL ETF TRUST | 298,802 | $14.9B | 10.22% | |
| 3 | DFATDIMENSIONAL ETF TRUST | 226,128 | $13.5B | 9.23% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 224,116 | $10.4B | 7.16% | |
| 5 | CTEFEA SERIES TRUST | 381,784 | $8.9B | 6.10% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 113,541 | $8.4B | 5.77% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 99,321 | $6.9B | 4.74% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 143,799 | $6.7B | 4.61% | |
| 9 | DFICDIMENSIONAL ETF TRUST | 192,625 | $6.6B | 4.55% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 85,017 | $5.1B | 3.49% | |
| 11 | DISVDIMENSIONAL ETF TRUST | 125,273 | $4.8B | 3.26% | |
| 12 | DFGRDIMENSIONAL ETF TRUST | 168,132 | $4.4B | 3.05% | |
| 13 | AVUVAMERICAN CENTY ETF TR | 32,047 | $3.3B | 2.24% | |
| 14 | DFEMDIMENSIONAL ETF TRUST | 98,378 | $3.3B | 2.23% | |
| 15 | VLUEISHARES TR | 16,683 | $2.3B | 1.56% | |
| 16 | NVDANVIDIA CORPORATION | 11,833 | $2.2B | 1.51% | |
| 17 | DFAXDIMENSIONAL ETF TRUST | 57,269 | $1.9B | 1.28% | |
| 18 | AAPLAPPLE INC | 6,117 | $1.7B | 1.14% | |
| 19 | IVLUISHARES TR | 43,642 | $1.7B | 1.14% | |
| 20 | DFAEDIMENSIONAL ETF TRUST | 50,163 | $1.6B | 1.12% | |
| 21 | ITOTISHARES TR | 10,599 | $1.6B | 1.08% | |
| 22 | EFVISHARES TR | 18,888 | $1.3B | 0.92% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 38,130 | $1.3B | 0.86% | |
| 24 | DFSDDIMENSIONAL ETF TRUST | 23,995 | $1.1B | 0.79% | |
| 25 | VSSVANGUARD INTL EQUITY INDEX F | 7,951 | $1.1B | 0.78% | |
| 26 | VTIPVANGUARD MALVERN FDS | 19,167 | $948.0M | 0.65% | |
| 27 | DFAIDIMENSIONAL ETF TRUST | 23,781 | $906.0M | 0.62% | |
| 28 | TSLATESLA INC | 1,559 | $701.0M | 0.48% | |
| 29 | MSFTMICROSOFT CORP | 1,426 | $689.0M | 0.47% | |
| 30 | AMZNAMAZON COM INC | 2,872 | $662.0M | 0.45% | |
| 31 | DFSVDIMENSIONAL ETF TRUST | 19,182 | $630.0M | 0.43% | |
| 32 | DFNMDIMENSIONAL ETF TRUST | 12,419 | $598.0M | 0.41% | |
| 33 | VXUSVANGUARD STAR FDS | 7,880 | $594.0M | 0.41% | |
| 34 | GOOGLALPHABET INC | 1,464 | $458.0M | 0.31% | |
| 35 | IXUSISHARES TR | 5,228 | $442.0M | 0.30% | |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 6,583 | $411.0M | 0.28% | |
| 37 | GOOGALPHABET INC | 1,257 | $394.0M | 0.27% | |
| 38 | JPMJPMORGAN CHASE & CO. | 1,141 | $367.0M | 0.25% | |
| 39 | METAMETA PLATFORMS INC | 551 | $363.0M | 0.25% | |
| 40 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,093 | $332.0M | 0.23% | |
| 41 | IBITISHARES BITCOIN TRUST ETF | 6,444 | $319.0M | 0.22% | |
| 42 | AVDVAMERICAN CENTY ETF TR | 3,151 | $296.0M | 0.20% | |
| 43 | AVGOBROADCOM INC | 810 | $280.0M | 0.19% | |
| 44 | DHRDANAHER CORPORATION | 1,209 | $276.0M | 0.19% | |
| 45 | DFARDIMENSIONAL ETF TRUST | 12,014 | $275.0M | 0.19% | |
| 46 | RMBS*RAMBUS INC DEL | 2,570 | $236.0M | 0.16% | |
| 47 | VTVANGUARD INTL EQUITY INDEX F | 1,620 | $228.0M | 0.16% | |
| 48 | DONSPDR DOW JONES INDL AVERAGE | 466 | $223.0M | 0.15% | |
| 49 | JNJJOHNSON & JOHNSON | 1,035 | $214.0M | 0.15% | |
| 50 | VGSRMANAGER DIRECTED PORTFOLIOS | 16,432 | $170.0M | 0.12% | |
| 51 | FFORD MTR CO | 10,239 | $134.0M | 0.09% |