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CIK: 0002022512
Total reported value
$165.4M
$165.4M
61 檔
44.7%
According to the latest 13F quarterly dataset, JDH Wealth Management, LLC managed an equity portfolio of $165.4M at the end of Q2 2026, spanning 61 distinct U.S. exchange-listed positions.
JDH Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 8 new positions while fully exiting 1 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.93% | +0.50% | -1.28% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 9.46% | +0.31% | -1.46% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 9.27% | -0.69% | -2.26% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.15% | -0.42% | -2.48% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.22% | -0.32% | -6.72% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.53% | +0.02% | -1.61% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.92% | -0.67% | -1.01% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.33% | -0.12% | -5.46% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 4.13% | +0.28% | -2.17% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.76% | +0.06% | +7.96% | |
| 11 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.35% | -0.21% | +7.60% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.85% | +0.35% | -0.53% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.35% | +0.08% | +0.05% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.34% | -0.53% | -2.89% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.96% | -0.07% | -3.53% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.28% | +2.92% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.19% | -0.01% | -4.42% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.42% | +5.77% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.10% | -0.06% | -10.24% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | -0.11% | -1.15% | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.01% | +0.01% | +20.53% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.86% | +0.02% | -1.16% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.83% | +0.03% | — | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.79% | +0.08% | +14.19% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.75% | -0.01% | — | |
| 26 | IVLU | Ishares Msci International V | ETF-Other | 0.73% | +0.01% | -19.36% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.01% | — | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.50% | +0.72% | +19.40% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.07% | +7.39% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.02% | +5.31% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.06% | +1.15% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | — | — | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.38% | -0.38% | EXIT | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.22% | -13.49% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | — | +5.14% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.01% | +3.57% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.01% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.03% | -0.94% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.25% | — | -10.85% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.24% | +0.02% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.01% | -8.00% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.01% | -1.34% | |
| 43 | RMBS | Rambus Inc | Stock-Tech | 0.21% | -0.04% | +0.12% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | +0.08% | -5.51% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.19% | +0.01% | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.18% | -0.02% | — | |
| 47 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.18% | -0.18% | EXIT | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -15.71% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.01% | +16.51% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLUE | Ishares Msci USA Value Facto | +0.4% | -3.53% | Trim |
| 2 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 3 | DFAC | Dimensional US Core Equity 2 | +0.2% | -1.28% | Trim |
| 4 | DFGR | Dim Global Real Estate ETF | +0.2% | +7.60% | Add |
| 5 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 6 | DFAS | Dimensional US Small Cap ETF | +0.2% | -1.01% | Trim |
| 7 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -1.61% | Trim |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +0.05% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 10 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 11 | SCHH | Schwab US Reit ETF | +0.1% | NEW | New buy |
| 12 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 14 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | +5.77% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +2.92% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.14% | Add |
| 18 | DFSD | Dimensional Short Duration | +0.1% | +20.53% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.31% | Add |
| 20 | RMBS | Rambus Inc | +0.1% | +0.12% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +7.39% | Add |
| 22 | DFNM | Dimensional National Muni Bd | 0% | +19.40% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +3.57% | Add |
| 24 | FIX | Comfort Systems USA Inc | 0% | -1.32% | Trim |
| 25 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.15% | Trim |
| 26 | VTIP | Vanguard Short-term Tips | 0% | +14.19% | Add |
| 27 | LLY | Eli Lilly & Co | 0% | -1.34% | Trim |
| 28 | TSLA | Tesla Inc | 0% | +1.15% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +16.51% | Add |
| 31 | AVGO | Broadcom Inc | 0% | -8.00% | Trim |
| 32 | F | Ford Motor Co | 0% | +0.78% | Add |
| 33 | DFUV | Dimensional US Marketwide Va | — | -2.48% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 35 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 37 | VGSR | Vert Glb Sust Re ETF | — | — | Unchanged |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -0.94% | Trim |
| 39 | AVUV | Avantis US Small Cap Value | 0% | -2.89% | Trim |
| 40 | DFAI | Dimensional International Co | 0% | — | Unchanged |
| 41 | DFAR | Dimensional US Real Est ETF | 0% | -13.60% | Trim |
| 42 | AVDV | Avantis Intl S/c Value ETF | 0% | — | Unchanged |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | — | Unchanged |
| 44 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 45 | META | Meta Platforms Inc-class A | 0% | -5.51% | Trim |
| 46 | IXUS | Ishares Core Intl Stock ETF | 0% | -10.85% | Trim |
| 47 | JNJ | Johnson & Johnson | 0% | -15.71% | Trim |
| 48 | DFAE | Dimensional Emerging Core Eq | -0.1% | -10.24% | Trim |
| 49 | DFIS | Dimensional International Sm | -0.1% | — | Unchanged |
| 50 | DFSV | Dimensional US Small Cap Val | -0.1% | -15.40% | Trim |
According to official SEC Form 13F filings, JDH Wealth Management, LLC reported a total U.S. public equity portfolio value of $165.4M across 61 disclosed positions in Q2 2026.
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 44.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $399.4K
Top Position Liquidated / Trimmed
DHR
前期市值: $239.7K
During Q2 2026, JDH Wealth Management, LLC's top holdings by market value included DFAC (12.9%)、DFIV (9.5%)、DFAT (9.3%). The largest single position, DFAC, represented 12.9% of total portfolio value.
In Q2 2026, JDH Wealth Management, LLC made 52 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 27 holdings, and fully liquidating 1 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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