JDH Wealth Management, LLC
CIK: 0002022512SEC EDGAR →
Portfolio Value
$145.9B
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 496,744 | $19.7B | 13.48% |
| 2 | DIMENSIONAL ETF TRUST | 298,802 | $14.9B | 10.22% |
| 3 | DIMENSIONAL ETF TRUST | 226,128 | $13.5B | 9.23% |
| 4 | DIMENSIONAL ETF TRUST | 224,116 | $10.4B | 7.16% |
| 5 | EA SERIES TRUST | 381,784 | $8.9B | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 113,541 | $8.4B | 5.77% |
| 7 | DIMENSIONAL ETF TRUST | 99,321 | $6.9B | 4.74% |
| 8 | DIMENSIONAL ETF TRUST | 143,799 | $6.7B | 4.61% |
| 9 | DIMENSIONAL ETF TRUST | 192,625 | $6.6B | 4.55% |
| 10 | VANGUARD SCOTTSDALE FDS | 85,017 | $5.1B | 3.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (51)
$19.7B · 497K shares
$14.9B · 299K shares
$13.5B · 226K shares
$10.4B · 224K shares
$8.9B · 382K shares
$8.4B · 114K shares
$6.9B · 99K shares
$6.7B · 144K shares
$6.6B · 193K shares
$5.1B · 85K shares
$4.8B · 125K shares
$4.4B · 168K shares
$3.3B · 32K shares
$3.3B · 98K shares
$2.3B · 17K shares
$2.2B · 12K shares
$1.9B · 57K shares
$1.7B · 6K shares
$1.7B · 44K shares
$1.6B · 50K shares
$1.6B · 11K shares
$1.3B · 19K shares
$1.3B · 38K shares
$1.1B · 24K shares
$1.1B · 8K shares
$948.0M · 19K shares
$906.0M · 24K shares
$701.0M · 2K shares
$689.0M · 1K shares
$662.0M · 3K shares
$630.0M · 19K shares
$598.0M · 12K shares
$594.0M · 8K shares
$458.0M · 1K shares
$442.0M · 5K shares
$411.0M · 7K shares
$394.0M · 1K shares
$367.0M · 1K shares
$363.0M · 551 shares
$332.0M · 1K shares
$319.0M · 6K shares
$296.0M · 3K shares
$280.0M · 810 shares
$276.0M · 1K shares
$275.0M · 12K shares
$236.0M · 3K shares
$228.0M · 2K shares
$223.0M · 466 shares
$214.0M · 1K shares
$170.0M · 16K shares
$134.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $128.3B | 88.0% |
| Unknown | 2 | $9.1B | 6.3% |
| Technology | 5 | $5.2B | 3.5% |
| Consumer Cyclical | 3 | $1.5B | 1.0% |
| Communication Services | 3 | $1.2B | 0.8% |
| Healthcare | 2 | $490.0M | 0.3% |