Jdh Wealth Management, Llc Portfolio Stock Holdings
Jdh Wealth Management, Llc disclosed 54 stock positions valued at approximately $148.3 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 54
- Portfolio Value
- $148.3M
Holdings by Sector
Jdh Wealth Management, Llc Portfolio Holdings in Q1 2026
54 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 12.71% | 485,029 | -11,715 | -2.36% | $18,848,217 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 10.39% | 292,069 | -6,733 | -2.25% | $15,415,398 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 9.39% | 222,944 | -3,184 | -1.41% | $13,922,883 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.15% | 218,920 | -5,196 | -2.32% | $10,608,880 |
| EA SERIES TRUST | BSVO | Other | 6.42% | 375,275 | -6,509 | -1.70% | $9,520,720 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.39% | 112,768 | -773 | -0.68% | $7,996,396 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 4.76% | 99,256 | -65 | -0.07% | $7,060,055 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.46% | 186,000 | -6,625 | -3.44% | $6,608,585 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 4.43% | 145,516 | +1,717 | +1.19% | $6,565,676 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.89% | 96,963 | +11,946 | +14.05% | $5,774,129 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 3.17% | 176,715 | +8,583 | +5.10% | $4,697,098 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.12% | 117,458 | -7,815 | -6.24% | $4,632,527 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.36% | 31,724 | -323 | -1.01% | $3,504,550 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.21% | 94,899 | -3,479 | -3.54% | $3,278,770 |
| ISHARES TR | VLUE | Other | 1.60% | 16,683 | - | - | $2,372,156 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 12,073 | +240 | +2.03% | $2,105,613 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.27% | 55,498 | -1,771 | -3.09% | $1,885,255 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.15% | 50,163 | - | - | $1,698,519 |
| APPLE INC | AAPL | Technology | 1.06% | 6,221 | +104 | +1.70% | $1,578,828 |
| ISHARES TR | ITOT | Other | 1.02% | 10,598 | -1 | -0.01% | $1,509,473 |
| ISHARES TR | IVLU | Other | 0.95% | 35,440 | -8,202 | -18.79% | $1,406,259 |
| ISHARES TR | EFV | Other | 0.93% | 18,641 | -247 | -1.31% | $1,385,958 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.93% | 28,793 | +4,798 | +20.00% | $1,378,609 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.89% | 39,028 | +898 | +2.36% | $1,314,073 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.78% | 7,936 | -15 | -0.19% | $1,156,989 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.76% | 22,548 | +3,381 | +17.64% | $1,126,273 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.60% | 22,933 | -848 | -3.57% | $893,470 |
| MICROSOFT CORP | MSFT | Technology | 0.48% | 1,928 | +502 | +35.20% | $713,688 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.46% | 14,115 | +1,696 | +13.66% | $676,532 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.45% | 19,182 | - | - | $672,137 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.41% | 2,924 | +52 | +1.81% | $608,981 |
| VANGUARD STAR FDS | VXUS | Other | 0.40% | 7,755 | -125 | -1.59% | $597,988 |
| TESLA INC | TSLA | Consumer Cyclical | 0.39% | 1,570 | +11 | +0.71% | $583,648 |
| ALPHABET INC | GOOGL | Communication Services | 0.36% | 1,844 | +380 | +25.96% | $530,261 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.28% | 6,583 | - | - | $421,839 |
| ISHARES TR | IXUS | Other | 0.28% | 4,804 | -424 | -8.11% | $416,219 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 1,387 | +246 | +21.56% | $408,000 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.26% | 1,148 | +55 | +5.03% | $387,967 |
| ALPHABET INC | GOOG | Communication Services | 0.25% | 1,290 | +33 | +2.63% | $370,049 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 635 | +84 | +15.25% | $363,303 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,075 | +265 | +32.72% | $332,723 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.21% | 1,267 | +232 | +22.42% | $309,705 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.21% | 3,090 | -61 | -1.94% | $308,567 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 298 | +298 | +100.00% | $274,091 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.16% | 6,297 | -147 | -2.28% | $241,931 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.16% | 10,174 | -1,840 | -15.32% | $240,624 |
| DANAHER CORP DEL | DHR | Healthcare | 0.16% | 1,264 | +55 | +4.55% | $239,654 |
| RAMBUS INC DEL | RMBS | Technology | 0.15% | 2,579 | +9 | +0.35% | $221,871 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.15% | 1,578 | -42 | -2.59% | $218,269 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.15% | 466 | - | - | $215,847 |
| COMFORT SYS USA INC | FIX | Industrials | 0.14% | 152 | +152 | +100.00% | $209,606 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 430 | +430 | +100.00% | $206,056 |
| MANAGER DIRECTED PORTFOLIOS | VGSR | Other | 0.11% | 16,432 | - | - | $169,743 |
| FORD MTR CO | F | Consumer Cyclical | 0.08% | 10,223 | -16 | -0.16% | $117,973 |