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CIK: 0002022512
Total reported value
$164.3M
$164.3M
47 檔
35.2%
In Q1 2025, JDH Wealth Management, LLC's U.S. equity holdings reached a combined market value of $164.3M, distributed across 47 disclosed stock positions.
In Q1 2025, JDH Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.20% | +0.22% | -1.83% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 10.66% | -0.12% | -1.15% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 10.42% | -0.93% | +0.00% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.60% | — | +1.77% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.80% | +0.14% | -0.02% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.98% | -0.20% | -1.78% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.85% | +0.16% | +4.65% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.20% | -0.33% | +12.82% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.89% | -0.10% | +21.43% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.12% | +0.18% | +12.26% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 3.05% | -0.27% | +2.07% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.73% | +0.14% | +13.13% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.70% | -0.13% | +26.32% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.32% | -0.02% | +34.49% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.10% | +3.88% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.58% | -0.08% | -3.35% | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.45% | +0.36% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.09% | +7.50% | |
| 19 | IVLU | Ishares Msci International V | ETF-Other | 1.23% | -0.22% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.99% | -0.07% | — | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 0.83% | -0.06% | +0.53% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.80% | -0.03% | — | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 0.59% | +0.08% | +36.28% | |
| 24 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.59% | +0.04% | +235.09% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | +0.03% | +56.92% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | -2.05% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.10% | +12.28% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.05% | +0.04% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | — | — | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.39% | -0.02% | — | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | -0.03% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.02% | +0.90% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.03% | +18.88% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.29% | -0.02% | +0.31% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | +0.01% | — | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.25% | -0.03% | — | |
| 37 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.25% | -0.02% | +0.01% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.03% | -7.22% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.01% | — | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.22% | — | +9.73% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.04% | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.21% | — | -15.21% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.06% | -2.85% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.20% | -0.16% | EXIT | |
| 46 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.19% | — | -21.03% | |
| 47 | F | Ford Motor Co | Stock-Consumer Disc | 0.09% | +0.01% | -3.00% |
According to official SEC Form 13F filings, JDH Wealth Management, LLC reported a total U.S. public equity portfolio value of $164.3M across 47 disclosed positions in Q1 2025.
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 35.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBIT
市值: $294.8K
Top Position Liquidated / Trimmed
GOOG
前期市值: $231.2K
During Q1 2025, JDH Wealth Management, LLC's top holdings by market value included DFAC (15.2%)、DFAT (10.7%)、DFIV (10.4%). The largest single position, DFAC, represented 15.2% of total portfolio value.
In Q1 2025, JDH Wealth Management, LLC made 40 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 2 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.
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