Jdh Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$148.3M
Q ending 2026-03-31
Prior quarter
$145.9M
Q ending 2025-12-31
Change
+1.7% QoQ · +27.2% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $18.8M | 485K |
| Dimensional Etf Trust | DFIV | Shares | $15.4M | 292K |
| Dimensional Etf Trust | DFAT | Shares | $13.9M | 223K |
| Dimensional Etf Trust | DFUV | Shares | $10.6M | 219K |
| Ea Series Trust | BSVO | Shares | $9.5M | 375K |
| Dimensional Etf Trust | DFUS | Shares | $8.0M | 113K |
| Dimensional Etf Trust | DFAS | Shares | $7.1M | 99K |
| Dimensional Etf Trust | DFIC | Shares | $6.6M | 186K |
| Dimensional Etf Trust | DFAU | Shares | $6.6M | 146K |
| Vanguard Scottsdale Fds | VGIT | Shares | $5.8M | 97K |
| Dimensional Etf Trust | DFGR | Shares | $4.7M | 177K |
| Dimensional Etf Trust | DISV | Shares | $4.6M | 117K |
| American Centy Etf Tr | AVUV | Shares | $3.5M | 32K |
| Dimensional Etf Trust | DFEM | Shares | $3.3M | 95K |
| Ishares Tr | VLUE | Shares | $2.4M | 17K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Dimensional Etf Trust | DFAX | Shares | $1.9M | 55K |
| Dimensional Etf Trust | DFAE | Shares | $1.7M | 50K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Ishares Tr | ITOT | Shares | $1.5M | 11K |
| Ishares Tr | IVLU | Shares | $1.4M | 35K |
| Ishares Tr | EFV | Shares | $1.4M | 19K |
| Dimensional Etf Trust | DFSD | Shares | $1.4M | 29K |
| Dimensional Etf Trust | DFIS | Shares | $1.3M | 39K |
| Vanguard Intl Equity Index F | VSS | Shares | $1.2M | 8K |
| Vanguard Malvern Fds | VTIP | Shares | $1.1M | 23K |
| Dimensional Etf Trust | DFAI | Shares | $893K | 23K |
| Microsoft Corp | MSFT | Shares | $714K | 2K |
| Dimensional Etf Trust | DFNM | Shares | $677K | 14K |
| Dimensional Etf Trust | DFSV | Shares | $672K | 19K |
| Amazon Com Inc | AMZN | Shares | $609K | 3K |
| Vanguard Star Fds | VXUS | Shares | $598K | 8K |
| Tesla Inc | TSLA | Shares | $584K | 2K |
| Alphabet Inc | GOOGL | Shares | $530K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $422K | 7K |
| Ishares Tr | IXUS | Shares | $416K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $408K | 1K |
| Taiwan Semiconductor Manufac | TSM | Shares | $388K | 1K |
| Alphabet Inc | GOOG | Shares | $370K | 1K |
| Meta Platforms Inc | META | Shares | $363K | 635 |
| Broadcom Inc | AVGO | Shares | $333K | 1K |
| Johnson & Johnson | JNJ | Shares | $310K | 1K |
| American Centy Etf Tr | AVDV | Shares | $309K | 3K |
| Eli Lilly & Co | LLY | Shares | $274K | 298 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $242K | 6K |
| Dimensional Etf Trust | DFAR | Shares | $241K | 10K |
| Danaher Corp Del | DHR | Shares | $240K | 1K |
| Rambus Inc Del | RMBS | Shares | $222K | 3K |
| Vanguard Intl Equity Index F | VT | Shares | $218K | 2K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $216K | 466 |
| Comfort Sys Usa Inc | FIX | Shares | $210K | 152 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $206K | 430 |
| Manager Directed Portfolios | VGSR | Shares | $170K | 16K |
| Ford Mtr Co | F | Shares | $118K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.