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CIK: 0002022512
Total reported value
$164.3M
$164.3M
49 檔
37.1%
During the Q2 2025 filing period, JDH Wealth Management, LLC (CIK: 0002022512) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $164.3M across 49 reported positions.
JDH Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.62% | +0.22% | -7.60% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 10.10% | -0.93% | -0.20% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 9.62% | -0.12% | -3.54% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.37% | — | +5.93% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.97% | +0.14% | +4.17% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.54% | -0.20% | +18.84% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.87% | +0.16% | +5.56% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.73% | -0.10% | +23.50% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 4.50% | -0.33% | +7.09% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.28% | -0.27% | +6.48% | |
| 11 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.97% | +0.18% | +4.37% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.92% | -0.13% | +20.55% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.35% | -0.02% | +8.47% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.05% | +0.14% | -24.97% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.55% | +0.36% | +12.30% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.49% | -0.08% | -6.12% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.10% | -16.25% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.09% | -14.84% | |
| 19 | IVLU | Ishares Msci International V | ETF-Other | 1.23% | -0.22% | +3.14% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.21% | +0.03% | +384.86% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.13% | -0.05% | — | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.95% | -0.07% | -0.19% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.87% | -0.06% | +1.89% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.82% | -0.03% | -1.12% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.79% | +0.08% | +46.82% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.02% | +74.51% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | +0.03% | +17.18% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.10% | -15.61% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | -0.07% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.05% | -11.48% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | — | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.02% | +8.69% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.34% | -0.03% | -10.85% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.30% | -0.03% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | +0.01% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | -18.48% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.27% | +0.04% | -48.28% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.26% | -0.02% | -14.16% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.01% | +1.06% | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.22% | -0.02% | -2.72% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.06% | -6.13% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | +0.01% | +3.43% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.09% | — | |
| 44 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.18% | — | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.04% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.16% | -0.16% | EXIT | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.16% | — | -27.72% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.16% | — | — |
According to official SEC Form 13F filings, JDH Wealth Management, LLC reported a total U.S. public equity portfolio value of $164.3M across 49 disclosed positions in Q2 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, DFIV, DFAT) accounted for 37.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFAE
市值: $1.5M
Top Position Liquidated / Trimmed
XOM
前期市值: $618.6K
During Q2 2025, JDH Wealth Management, LLC's top holdings by market value included DFAC (13.6%)、DFIV (10.1%)、DFAT (9.6%). The largest single position, DFAC, represented 13.6% of total portfolio value.
In Q2 2025, JDH Wealth Management, LLC made 47 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 4 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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