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CIK: 0002022512
Total reported value
$164.3M
$164.3M
54 檔
41.6%
The Q1 2026 SEC filing reveals that JDH Wealth Management, LLC held a total portfolio value of $164.3M, covering 54 public equity positions.
During Q1 2026, JDH Wealth Management, LLC performed routine portfolio adjustments (3 new buys, 21 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.71% | +0.22% | -2.36% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 10.39% | -0.93% | -2.25% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 9.39% | -0.12% | -1.41% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.15% | — | -2.32% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.42% | -0.20% | -1.70% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.39% | +0.14% | -0.68% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.76% | +0.16% | -0.07% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.46% | -0.33% | -3.44% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.43% | -0.10% | +1.19% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.89% | -0.13% | +14.05% | |
| 11 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.17% | +0.18% | +5.10% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 3.12% | -0.27% | -6.24% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.36% | -0.02% | -1.01% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.21% | +0.14% | -3.54% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.60% | +0.36% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.09% | +2.03% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.27% | -0.08% | -3.09% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.15% | -0.05% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.10% | +1.70% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.02% | +0.03% | -0.01% | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 0.95% | -0.22% | -18.79% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.93% | -0.07% | -1.31% | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 0.93% | +0.08% | +20.00% | |
| 24 | DFIS | Dimensional International Sm | ETF-Other | 0.89% | -0.06% | +2.36% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.78% | -0.03% | -0.19% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.76% | +0.03% | +17.64% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.60% | -0.02% | -3.57% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.10% | +35.20% | |
| 29 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.46% | +0.04% | +13.66% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.45% | -0.07% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.05% | +1.81% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | — | -1.59% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.02% | +0.71% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.06% | +25.96% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.01% | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.28% | -0.03% | -8.11% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | +21.56% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +0.09% | +5.03% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | +2.63% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | +15.24% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.01% | +32.72% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.04% | +22.42% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.21% | -0.02% | -1.94% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.03% | — | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.16% | -0.03% | -2.28% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.16% | -0.02% | -15.32% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.16% | -0.16% | EXIT | |
| 48 | RMBS | Rambus Inc | Stock-Tech | 0.15% | +0.06% | +0.35% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | — | -2.59% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.15% | — | — |
According to official SEC Form 13F filings, JDH Wealth Management, LLC reported a total U.S. public equity portfolio value of $164.3M across 54 disclosed positions in Q1 2026.
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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 41.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LLY
市值: $274.1K
Top Position Liquidated / Trimmed
DFAC
前期市值: $19.7M
During Q1 2026, JDH Wealth Management, LLC's top holdings by market value included DFAC (12.7%)、DFIV (10.4%)、DFAT (9.4%). The largest single position, DFAC, represented 12.7% of total portfolio value.
In Q1 2026, JDH Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 24 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.
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