JDH Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 5, 2026, for the 2025 Q4 period, JDH Wealth Management, LLC held in its portfolio 51 assets valued at $145,854,327 (i.e. $145.85M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($19.67M), DIMENSIONAL ETF TRUST ($14.91M), and DIMENSIONAL ETF TRUST ($13.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JDH Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 496744 | 19666095 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 298802 | 14910243 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 226128 | 13463674 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 224116 | 10441580 | US MKTWIDE VALUE |
| EA SERIES TRUST | 381784 | 8895561 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 113541 | 8421356 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 99321 | 6919667 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 143799 | 6729779 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 192625 | 6637865 | INTL CORE EQUITY |
| VANGUARD SCOTTSDALE FDS | 85017 | 5095088 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 125273 | 4760366 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 168132 | 4442045 | GLOBAL REAL EST |
| AMERICAN CENTY ETF TR | 32047 | 3268153 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 98378 | 3254338 | EMERGING MKTS CO |
| ISHARES TR | 16683 | 2281067 | MSCI USA VALUE |
| NVIDIA CORPORATION | 11833 | 2206942 | COM |
| DIMENSIONAL ETF TRUST | 57269 | 1874419 | WORLD EX US CORE |
| APPLE INC | 6117 | 1662968 | COM |
| ISHARES TR | 43642 | 1660578 | MSCI INTL VLU FT |
| DIMENSIONAL ETF TRUST | 50163 | 1633809 | EMGR CRE EQT MNG |
| ISHARES TR | 10599 | 1575965 | CORE S&P TTL STK |
| ISHARES TR | 18888 | 1348792 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 38130 | 1256002 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 23995 | 1150560 | SHORT DURATION F |
| VANGUARD INTL EQUITY INDEX F | 7951 | 1139617 | FTSE SMCAP ETF |
| VANGUARD MALVERN FDS | 19167 | 948000 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 23781 | 906294 | INTL CORE EQT MK |
| TESLA INC | 1559 | 701113 | COM |
| MICROSOFT CORP | 1426 | 689642 | COM |
| AMAZON COM INC | 2872 | 662915 | COM |
| DIMENSIONAL ETF TRUST | 19182 | 630896 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 12419 | 598223 | NATL MUN BD ETF |
| VANGUARD STAR FDS | 7880 | 594467 | VG TL INTL STK F |
| ALPHABET INC | 1464 | 458232 | CAP STK CL A |
| ISHARES TR | 5228 | 442498 | CORE MSCI TOTAL |
| VANGUARD TAX-MANAGED FDS | 6583 | 411240 | VAN FTSE DEV MKT |
| ALPHABET INC | 1257 | 394447 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 1141 | 367653 | COM |
| META PLATFORMS INC | 551 | 363710 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1093 | 332152 | SPONSORED ADS |
| ISHARES BITCOIN TRUST ETF | 6444 | 319945 | SHS BEN INT |
| AMERICAN CENTY ETF TR | 3151 | 296099 | INTL SMCP VLU |
| BROADCOM INC | 810 | 280341 | COM |
| DANAHER CORPORATION | 1209 | 276764 | COM |
| DIMENSIONAL ETF TRUST | 12014 | 275125 | US REAL ESTATE E |
| RAMBUS INC DEL | 2570 | 236157 | COM |
| VANGUARD INTL EQUITY INDEX F | 1620 | 228517 | TT WRLD ST ETF |
| SPDR DOW JONES INDL AVERAGE | 466 | 223946 | UT SER 1 |
| JOHNSON & JOHNSON | 1035 | 214193 | COM |
| MANAGER DIRECTED PORTFOLIOS | 16432 | 170893 | VERT GLB SUST RE |
| FORD MTR CO | 10239 | 134336 | COM |
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