JDH Wealth Management, LLC

Est. AUM

$148.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$18.8M	485029	12.71%	SOLE
2	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$15.4M	292069	10.39%	SOLE
3	DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.9M	222944	9.39%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$10.6M	218920	7.15%	SOLE
5	EA SERIES TRUST	EA BRIDGEWAY OMN	$9.5M	375275	6.42%	SOLE
6	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$8.0M	112768	5.39%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$7.1M	99256	4.76%	SOLE
8	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$6.6M	186000	4.46%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.6M	145516	4.43%	SOLE
10	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$5.8M	96963	3.89%	SOLE
11	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4.7M	176715	3.17%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.6M	117458	3.12%	SOLE
13	AMERICAN CENTY ETF TR	US SML CP VALU	$3.5M	31724	2.36%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.3M	94899	2.21%	SOLE
15	ISHARES TR	MSCI USA VALUE	$2.4M	16683	1.60%	SOLE
16	NVIDIA CORPORATION	COM	$2.1M	12073	1.42%	SOLE
17	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.9M	55498	1.27%	SOLE
18	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	50163	1.15%	SOLE
19	APPLE INC	COM	$1.6M	6221	1.06%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$1.5M	10598	1.02%	SOLE
21	ISHARES TR	MSCI INTL VLU FT	$1.4M	35440	0.95%	SOLE
22	ISHARES TR	EAFE VALUE ETF	$1.4M	18641	0.93%	SOLE
23	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	28793	0.93%	SOLE
24	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.3M	39028	0.89%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.2M	7936	0.78%	SOLE
26	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	22548	0.76%	SOLE
27	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$893K	22933	0.60%	SOLE
28	MICROSOFT CORP	COM	$714K	1928	0.48%	SOLE
29	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$677K	14115	0.46%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$672K	19182	0.45%	SOLE
31	AMAZON COM INC	COM	$609K	2924	0.41%	SOLE
32	VANGUARD STAR FDS	VG TL INTL STK F	$598K	7755	0.40%	SOLE
33	TESLA INC	COM	$584K	1570	0.39%	SOLE
34	ALPHABET INC	CAP STK CL A	$530K	1844	0.36%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$422K	6583	0.28%	SOLE
36	ISHARES TR	CORE MSCI TOTAL	$416K	4804	0.28%	SOLE
37	JPMORGAN CHASE & CO	COM	$408K	1387	0.28%	SOLE
38	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$388K	1148	0.26%	SOLE
39	ALPHABET INC	CAP STK CL C	$370K	1290	0.25%	SOLE
40	META PLATFORMS INC	CL A	$363K	635	0.24%	SOLE
41	BROADCOM INC	COM	$333K	1075	0.22%	SOLE
42	JOHNSON & JOHNSON	COM	$310K	1267	0.21%	SOLE
43	AMERICAN CENTY ETF TR	INTL SMCP VLU	$309K	3090	0.21%	SOLE
44	ELI LILLY & CO	COM	$274K	298	0.18%	SOLE
45	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$242K	6297	0.16%	SOLE
46	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$241K	10174	0.16%	SOLE
47	DANAHER CORP DEL	COM	$240K	1264	0.16%	SOLE
48	RAMBUS INC DEL	COM	$222K	2579	0.15%	SOLE
49	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$218K	1578	0.15%	SOLE
50	STATE STR SPDR DOW JONES IND	UT SER 1	$216K	466	0.15%	SOLE

1–50 of 54

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.