13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002022512
Total reported value
$164.3M
$164.3M
46 檔
36.0%
The Q4 2024 SEC filing reveals that JDH Wealth Management, LLC held a total portfolio value of $164.3M, covering 46 public equity positions.
During Q4 2024, JDH Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.59% | +0.22% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.92% | -0.12% | — | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 9.60% | -0.93% | — | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.58% | — | — | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.24% | +0.14% | — | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.77% | -0.20% | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.16% | +0.16% | — | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.54% | -0.33% | — | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.45% | -0.10% | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 2.79% | -0.27% | — | |
| 11 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.76% | +0.18% | — | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.44% | +0.14% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.10% | — | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.13% | -0.13% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.95% | -0.02% | — | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.59% | -0.08% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.09% | — | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.47% | +0.36% | — | |
| 19 | IVLU | Ishares Msci International V | ETF-Other | 1.13% | -0.22% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.90% | -0.07% | — | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.81% | -0.03% | — | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 0.80% | -0.06% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.05% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.10% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.02% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | — | — | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.44% | +0.08% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.41% | — | — | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.37% | -0.02% | — | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | -0.03% | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.37% | +0.03% | — | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.29% | +0.03% | — | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.28% | -0.02% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.01% | — | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.27% | -0.16% | EXIT | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.03% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.06% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.25% | — | — | |
| 39 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.25% | -0.02% | — | |
| 40 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.25% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.04% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.09% | — | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.18% | +0.04% | — | |
| 46 | F | Ford Motor Co | Stock-Consumer Disc | 0.09% | +0.01% | — |
According to official SEC Form 13F filings, JDH Wealth Management, LLC reported a total U.S. public equity portfolio value of $164.3M across 46 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFIV) accounted for 36.0% of total reported equity market value during Q4 2024.
During Q4 2024, JDH Wealth Management, LLC's top holdings by market value included DFAC (16.6%)、DFAT (11.9%)、DFIV (9.6%). The largest single position, DFAC, represented 16.6% of total portfolio value.
In Q4 2024, JDH Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.