Investor
JDH Wealth Management, LLC
CIK 0002022512 · filed 2026-04-16 · SEC filing
13F book
$148.3M
Positions
54
3 new · 0 sold
Largest name
12.7%
Dimensional Etf Trust
Est. mark
$2.2M
Price effect on 51 names still held. Flow $246.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 485K | $18.8M | 12.7% | −$354.1K | Cut−$817.9K |
| Dimensional Etf Trust | — | 292.1K | $15.4M | 10.4% | $841.1K | Cut$505.2K |
| Dimensional Etf Trust | — | 222.9K | $13.9M | 9.4% | $648.8K | Cut$459.2K |
| Dimensional Etf Trust | — | 218.9K | $10.6M | 7.2% | $409.4K | Cut$167.3K |
| Ea Series Trust | — | 375.3K | $9.52M | 6.4% | $776.8K | Cut$625.2K |
| Dimensional Etf Trust | — | 112.8K | $8M | 5.4% | −$367.6K | Cut−$425K |
| Dimensional Etf Trust | — | 99.3K | $7.06M | 4.8% | $144.9K | Cut$140.4K |
| Dimensional Etf Trust | — | 186K | $6.61M | 4.5% | $199K | Cut−$29.3K |
| Dimensional Etf Trust | — | 145.5K | $6.57M | 4.4% | −$241.6K | Added−$164.1K |
| Vanguard Scottsdale Fds | — | 97K | $5.77M | 3.9% | −$32.3K | Added$679K |
| Dimensional Etf Trust | — | 176.7K | $4.7M | 3.2% | $26.9K | Added$255.1K |
| Dimensional Etf Trust | — | 117.5K | $4.63M | 3.1% | $169.1K | Cut−$127.8K |
| American Centy Etf Tr | — | 31.7K | $3.5M | 2.4% | $269.3K | Cut$236.4K |
| Dimensional Etf Trust | — | 94.9K | $3.28M | 2.2% | $139.5K | Cut$24.4K |
| Ishares Tr | — | 16.7K | $2.37M | 1.6% | $91.1K | Held |
| Nvidia Corp | NVDA | 12.1K | $2.11M | 1.4% | −$143.2K | Added−$101.3K |
| Dimensional Etf Trust | — | 55.5K | $1.89M | 1.3% | $68.8K | Cut$10.8K |
| Dimensional Etf Trust | — | 50.2K | $1.7M | 1.1% | $64.7K | Held |
| Apple Inc. | AAPL | 6.22K | $1.58M | 1.1% | −$110.5K | Added−$84.1K |
| Ishares Tr | — | 10.6K | $1.51M | 1.0% | −$66.3K | Cut−$66.5K |
| Ishares Tr | — | 35.4K | $1.41M | 0.9% | $57.8K | Cut−$254.3K |
| Ishares Tr | — | 18.6K | $1.39M | 0.9% | $54.8K | Cut$37.2K |
| Dimensional Etf Trust | — | 28.8K | $1.38M | 0.9% | −$1.68K | Added$228K |
| Dimensional Etf Trust | — | 39K | $1.31M | 0.9% | $27.8K | Added$58.1K |
| Vanguard Intl Equity Index F | — | 7.94K | $1.16M | 0.8% | $19.5K | Cut$17.4K |
| Vanguard Malvern Fds | — | 22.5K | $1.13M | 0.8% | $9.39K | Added$178.3K |
| Dimensional Etf Trust | — | 22.9K | $893.5K | 0.6% | $19.5K | Cut−$12.8K |
| Microsoft Corp | MSFT | 1.93K | $713.7K | 0.5% | −$161.8K | Added$24K |
| Dimensional Etf Trust | — | 14.1K | $676.5K | 0.5% | −$2.98K | Added$78.3K |
| Dimensional Etf Trust | — | 19.2K | $672.1K | 0.5% | $41.2K | Held |
| Amazon Com Inc | AMZN | 2.92K | $609K | 0.4% | −$64.8K | Added−$53.9K |
| Vanguard Star Fds | — | 7.75K | $598K | 0.4% | $13K | Cut$3.52K |
| Tesla, Inc. | TSLA | 1.57K | $583.6K | 0.4% | −$121.6K | Added−$117.5K |
| Alphabet Inc | — | 1.84K | $530.3K | 0.4% | −$37.2K | Added$72K |
| Vanguard Tax-Managed Fds | — | 6.58K | $421.8K | 0.3% | $10.6K | Held |
| Ishares Tr | — | 4.8K | $416.2K | 0.3% | $9.61K | Cut−$26.3K |
| Jpmorgan Chase & Co. | — | 1.39K | $408K | 0.3% | −$32K | Added$40.3K |
| Taiwan Semiconductor Mfg Ltd | — | 1.15K | $388K | 0.3% | $37.2K | Added$55.8K |
| Alphabet Inc | — | 1.29K | $370K | 0.3% | −$33.9K | Added−$24.4K |
| Meta Platforms, Inc. | META | 635 | $363.3K | 0.2% | −$48.5K | Added−$407 |
| Broadcom Inc. | AVGO | 1.07K | $332.7K | 0.2% | −$29.6K | Added$52.4K |
| Johnson & Johnson | JNJ | 1.27K | $309.7K | 0.2% | $38.8K | Added$95.5K |
| American Centy Etf Tr | — | 3.09K | $308.6K | 0.2% | $18.2K | Cut$12.5K |
| Eli Lilly & Co | LLY | 298 | $274.1K | 0.2% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 6.3K | $241.9K | 0.2% | −$70.7K | Cut−$78K |
| Dimensional Etf Trust | — | 10.2K | $240.6K | 0.2% | $7.64K | Cut−$34.5K |
| Danaher Corporation | — | 1.26K | $239.7K | 0.2% | −$47.5K | Added−$37.1K |
| Rambus Inc Del | — | 2.58K | $221.9K | 0.1% | −$15.1K | Added−$14.3K |
| Vanguard Intl Equity Index F | — | 1.58K | $218.3K | 0.1% | −$4.32K | Cut−$10.2K |
| Spdr Dow Jones Indl Average | — | 466 | $215.8K | 0.1% | −$8.1K | Held |
| Comfort Sys Usa Inc | — | 152 | $209.6K | 0.1% | — | New |
| Berkshire Hathaway Inc Del | — | 430 | $206.1K | 0.1% | — | New |
| Manager Directed Portfolios | — | 16.4K | $169.7K | 0.1% | −$1.15K | Held |
| Ford Mtr Co | — | 10.2K | $118K | 0.1% | −$16.2K | Cut−$16.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.