JDH Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2022512 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$148.3M
Long-equity book
Holdings
54
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+3 / −0 / ↑13 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$679.0K +13.3%
- EA SERIES TRUST$625.2K +7.0%
- DIMENSIONAL ETF TRUST$255.1K +5.7%
- AMERICAN CENTY ETF TR$236.4K +7.2%
- DIMENSIONAL ETF TRUST$228.0K +19.8%
Top Trims
- DIMENSIONAL ETF TRUST-$425.0K -5.0%
- ISHARES TR-$254.3K -15.3%
- TESLA INC-$117.5K -16.8%
- APPLE INC-$84.1K -5.1%
- ISHARES BITCOIN TRUST ETF-$78.0K -24.4%
New Positions
- ELI LILLY & CO$274.1K
- COMFORT SYS USA INC$209.6K
- BERKSHIRE HATHAWAY INC DEL$206.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $18.8M | 12.71% | 485,029 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $15.4M | 10.39% | 292,069 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $13.9M | 9.39% | 222,944 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $10.6M | 7.15% | 218,920 | SH |
| 5 | EA SERIES TRUST | BSVO | 02072L532 | $9.5M | 6.42% | 375,275 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $8.0M | 5.39% | 112,768 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $7.1M | 4.76% | 99,256 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $6.6M | 4.46% | 186,000 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $6.6M | 4.43% | 145,516 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $5.8M | 3.89% | 96,963 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $4.7M | 3.17% | 176,715 | SH |
| 12 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $4.6M | 3.12% | 117,458 | SH |
| 13 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $3.5M | 2.36% | 31,724 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $3.3M | 2.21% | 94,899 | SH |
| 15 | ISHARES TR | VLUE | 46432F388 | $2.4M | 1.60% | 16,683 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.1M | 1.42% | 12,073 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.9M | 1.27% | 55,498 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $1.7M | 1.15% | 50,163 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $1.6M | 1.06% | 6,221 | SH |
| 20 | ISHARES TR | ITOT | 464287150 | $1.5M | 1.02% | 10,598 | SH |
| 21 | ISHARES TR | IVLU | 46435G409 | $1.4M | 0.95% | 35,440 | SH |
| 22 | ISHARES TR | EFV | 464288877 | $1.4M | 0.93% | 18,641 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.4M | 0.93% | 28,793 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $1.3M | 0.89% | 39,028 | SH |
| 25 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $1.2M | 0.78% | 7,936 | SH |
| 26 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.1M | 0.76% | 22,548 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $893.5K | 0.60% | 22,933 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $713.7K | 0.48% | 1,928 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $676.5K | 0.46% | 14,115 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $672.1K | 0.45% | 19,182 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $609.0K | 0.41% | 2,924 | SH |
| 32 | VANGUARD STAR FDS | VXUS | 921909768 | $598.0K | 0.40% | 7,755 | SH |
| 33 | TESLA INC | TSLA | 88160R101 | $583.6K | 0.39% | 1,570 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $530.3K | 0.36% | 1,844 | SH |
| 35 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $421.8K | 0.28% | 6,583 | SH |
| 36 | ISHARES TR | IXUS | 46432F834 | $416.2K | 0.28% | 4,804 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $408.0K | 0.28% | 1,387 | SH |
| 38 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $388.0K | 0.26% | 1,148 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $370.0K | 0.25% | 1,290 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $363.3K | 0.24% | 635 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $332.7K | 0.22% | 1,075 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $309.7K | 0.21% | 1,267 | SH |
| 43 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $308.6K | 0.21% | 3,090 | SH |
| 44 | ELI LILLY & CO | LLY | 532457108 | $274.1K | 0.18% | 298 | SH |
| 45 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $241.9K | 0.16% | 6,297 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $240.6K | 0.16% | 10,174 | SH |
| 47 | DANAHER CORP DEL | DHR | 235851102 | $239.7K | 0.16% | 1,264 | SH |
| 48 | RAMBUS INC DEL | RMBS | 750917106 | $221.9K | 0.15% | 2,579 | SH |
| 49 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $218.3K | 0.15% | 1,578 | SH |
| 50 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $215.8K | 0.15% | 466 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $148.3M | 54 | 0002022512-26-000005 |
| 2025-12-31 | 2026-01-05 | $145.9M | 51 | 0002022512-26-000001 |