JDH Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2022512 · latest 13F-HR filed 2026-07-22

JDH Wealth Management, LLC manages $164.3M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (12.93%), DFIV (9.46%), DFAT (9.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 38, and trimmed 6.

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.

Filer Information
Address
181 CONCOURSE BLVD SUITE A
SANTA ROSA, CA 95403
Phone
(707) 542-1110
Filing Manager
JDH Wealth Management, LLC
SANTA ROSA, CA
Signatory
Matt Delaney
Wealth Advisor and Managing Partner
Loading holdings…
AUM

$164.3M

Long-equity book

Holdings

61

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+8 / −1 / ↑38 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$2.4M +12.7%
  • DIMENSIONAL ETF TRUST$1.3M +9.4%
  • DIMENSIONAL ETF TRUST$1.1M +10.7%
  • DIMENSIONAL ETF TRUST$1.1M +13.7%
  • DIMENSIONAL ETF TRUST$1.0M +14.6%
Show all 38

Top Trims

  • ISHARES TR-$211.1K -15.0%
  • MICROSOFT CORP-$91.5K -12.8%
  • DIMENSIONAL ETF TRUST-$42.7K -6.3%
  • JOHNSON & JOHNSON-$38.5K -12.4%
  • ISHARES BITCOIN TRUST ETF-$32.3K -13.4%
Show all 6

New Positions

  • MICRON TECHNOLOGY INC$399.4K
  • INTEL CORP$303.5K
  • STATE STR SPDR S&P 500 ETF T$224.1K
  • WESTERN DIGITAL CORP$217.8K
  • SCHWAB STRATEGIC TR$217.3K
Show all 8

Exited Positions

  • DANAHER CORP DEL$239.7K
Show all 1
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 $21.2M 12.93% 478,822 SH
2 DIMENSIONAL ETF TRUST DFIV 25434V807 $15.5M 9.46% 287,818 SH
3 DIMENSIONAL ETF TRUST DFAT 25434V609 $15.2M 9.27% 217,913 SH
4 DIMENSIONAL ETF TRUST DFUV 25434V724 $11.7M 7.15% 213,484 SH
5 EA SERIES TRUST BSVO 02072L532 $10.2M 6.22% 350,048 SH
6 DIMENSIONAL ETF TRUST DFUS 25434V401 $9.1M 5.53% 110,958 SH
7 DIMENSIONAL ETF TRUST DFAS 25434V500 $8.1M 4.92% 98,258 SH
8 DIMENSIONAL ETF TRUST DFAU 25434V104 $7.1M 4.33% 137,571 SH
9 DIMENSIONAL ETF TRUST DFIC 25434V799 $6.8M 4.13% 181,966 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $6.2M 3.76% 104,682 SH
11 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.5M 3.35% 190,149 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $4.7M 2.85% 116,833 SH
13 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.9M 2.35% 94,943 SH
14 AMERICAN CENTY ETF TR AVUV 025072877 $3.8M 2.34% 30,806 SH
15 ISHARES TR VLUE 46432F388 $3.2M 1.96% 16,094 SH
16 NVIDIA CORPORATION NVDA 67066G104 $2.5M 1.51% 12,426 SH
17 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.0M 1.19% 53,045 SH
18 APPLE INC AAPL 037833100 $1.9M 1.16% 6,580 SH
19 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.8M 1.10% 45,026 SH
20 ISHARES TR ITOT 464287150 $1.7M 1.05% 10,476 SH
21 DIMENSIONAL ETF TRUST DFSD 25434V864 $1.7M 1.01% 34,705 SH
22 ISHARES TR EFV 464288877 $1.4M 0.86% 18,424 SH
23 DIMENSIONAL ETF TRUST DFIS 25434V773 $1.4M 0.83% 39,028 SH
24 VANGUARD MALVERN FDS VTIP 922020805 $1.3M 0.79% 25,747 SH
25 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.2M 0.75% 7,936 SH
26 ISHARES TR IVLU 46435G409 $1.2M 0.73% 28,578 SH
27 DIMENSIONAL ETF TRUST DFAI 25434V203 $946.0K 0.58% 22,933 SH
28 DIMENSIONAL ETF TRUST DFNM 25434V849 $814.6K 0.50% 16,853 SH
29 AMAZON COM INC AMZN 023135106 $748.4K 0.46% 3,140 SH
30 ALPHABET INC GOOGL 02079K305 $694.0K 0.42% 1,942 SH
31 TESLA INC TSLA 88160R101 $667.9K 0.41% 1,588 SH
32 VANGUARD STAR FDS VXUS 921909768 $663.0K 0.40% 7,755 SH
33 DIMENSIONAL ETF TRUST DFSV 25434V815 $629.5K 0.38% 16,228 SH
34 MICROSOFT CORP MSFT 594918104 $622.2K 0.38% 1,668 SH
35 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $576.4K 0.35% 1,207 SH
36 ALPHABET INC GOOG 02079K107 $472.0K 0.29% 1,336 SH
37 VANGUARD TAX-MANAGED FDS VEA 921943858 $469.0K 0.29% 6,583 SH
38 JPMORGAN CHASE & CO JPM 46625H100 $449.8K 0.27% 1,374 SH
39 ISHARES TR IXUS 46432F834 $408.8K 0.25% 4,283 SH
40 MICRON TECHNOLOGY INC MU 595112103 $399.4K 0.24% 346 SH
41 BROADCOM INC AVGO 11135F101 $373.6K 0.23% 989 SH
42 ELI LILLY & CO LLY 532457108 $352.6K 0.21% 294 SH
43 RAMBUS INC DEL RMBS 750917106 $342.7K 0.21% 2,582 SH
44 META PLATFORMS INC META 30303M102 $338.0K 0.21% 600 SH
45 AMERICAN CENTY ETF TR AVDV 025072802 $318.4K 0.19% 3,090 SH
46 INTEL CORP INTC 458140100 $303.5K 0.18% 2,174 SH
47 COMFORT SYS USA INC FIX 199908104 $297.3K 0.18% 150 SH
48 JOHNSON & JOHNSON JNJ 478160104 $271.2K 0.17% 1,068 SH
49 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $250.7K 0.15% 501 SH
50 VANGUARD INTL EQUITY INDEX F VT 922042742 $247.7K 0.15% 1,578 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $164.3M 61 0002022512-26-000006
2026-03-31 2026-04-16 $148.3M 54 0002022512-26-000005
2025-12-31 2026-01-05 $145.9M 51 0002022512-26-000001