Holders — by stockHoldings — by fund
JDH Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002022512
$164.3M
disclosed book value
61
positions
12.9%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 478,822 | $21.2M | 12.9% |
| 2 | DFIVDIMENSIONAL ETF TRUST | 287,818 | $15.5M | 9.5% |
| 3 | DFATDIMENSIONAL ETF TRUST | 217,913 | $15.2M | 9.3% |
| 4 | DFUVDIMENSIONAL ETF TRUST | 213,484 | $11.7M | 7.1% |
| 5 | BSVOEA SERIES TRUST | 350,048 | $10.2M | 6.2% |
| 6 | DFUSDIMENSIONAL ETF TRUST | 110,958 | $9.1M | 5.5% |
| 7 | DFASDIMENSIONAL ETF TRUST | 98,258 | $8.1M | 4.9% |
| 8 | DFAUDIMENSIONAL ETF TRUST | 137,571 | $7.1M | 4.3% |
| 9 | DFICDIMENSIONAL ETF TRUST | 181,966 | $6.8M | 4.1% |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 104,682 | $6.2M | 3.8% |
| 11 | DFGRDIMENSIONAL ETF TRUST | 190,149 | $5.5M | 3.4% |
| 12 | DISVDIMENSIONAL ETF TRUST | 116,833 | $4.7M | 2.9% |
| 13 | DFEMDIMENSIONAL ETF TRUST | 94,943 | $3.9M | 2.3% |
| 14 | AVUVAMERICAN CENTY ETF TR | 30,806 | $3.8M | 2.3% |
| 15 | VLUEISHARES TR | 16,094 | $3.2M | 2% |
| 16 | NVDANVIDIA CORPORATION | 12,426 | $2.5M | 1.5% |
| 17 | DFAXDIMENSIONAL ETF TRUST | 53,045 | $2.0M | 1.2% |
| 18 | AAPLAPPLE INC | 6,580 | $1.9M | 1.2% |
| 19 | DFAEDIMENSIONAL ETF TRUST | 45,026 | $1.8M | 1.1% |
| 20 | ITOTISHARES TR | 10,476 | $1.7M | 1% |
| 21 | DFSDDIMENSIONAL ETF TRUST | 34,705 | $1.7M | 1% |
| 22 | EFVISHARES TR | 18,424 | $1.4M | 0.9% |
| 23 | DFISDIMENSIONAL ETF TRUST | 39,028 | $1.4M | 0.8% |
| 24 | VTIPVANGUARD MALVERN FDS | 25,747 | $1.3M | 0.8% |
| 25 | VSSVANGUARD INTL EQUITY INDEX F | 7,936 | $1.2M | 0.7% |
| 26 | IVLUISHARES TR | 28,578 | $1.2M | 0.7% |
| 27 | DFAIDIMENSIONAL ETF TRUST | 22,933 | $945,986 | 0.6% |
| 28 | DFNMDIMENSIONAL ETF TRUST | 16,853 | $814,590 | 0.5% |
| 29 | AMZNAMAZON COM INC | 3,140 | $748,388 | 0.5% |
| 30 | GOOGLALPHABET INC | 1,942 | $694,013 | 0.4% |
| 31 | TSLATESLA INC | 1,588 | $667,913 | 0.4% |
| 32 | VXUSVANGUARD STAR FDS | 7,755 | $662,975 | 0.4% |
| 33 | DFSVDIMENSIONAL ETF TRUST | 16,228 | $629,484 | 0.4% |
| 34 | MSFTMICROSOFT CORP | 1,668 | $622,197 | 0.4% |
| 35 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,207 | $576,427 | 0.4% |
| 36 | GOOGALPHABET INC | 1,336 | $472,049 | 0.3% |
| 37 | VEAVANGUARD TAX-MANAGED FDS | 6,583 | $469,039 | 0.3% |
| 38 | JPMJPMORGAN CHASE & CO | 1,374 | $449,751 | 0.3% |
| 39 | IXUSISHARES TR | 4,283 | $408,770 | 0.2% |
| 40 | MUMICRON TECHNOLOGY INC | 346 | $399,384 | 0.2% |
| 41 | AVGOBROADCOM INC | 989 | $373,595 | 0.2% |
| 42 | LLYELI LILLY & CO | 294 | $352,632 | 0.2% |
| 43 | RMBSRAMBUS INC DEL | 2,582 | $342,735 | 0.2% |
| 44 | METAMETA PLATFORMS INC | 600 | $337,974 | 0.2% |
| 45 | AVDVAMERICAN CENTY ETF TR | 3,090 | $318,425 | 0.2% |
| 46 | INTCINTEL CORP | 2,174 | $303,546 | 0.2% |
| 47 | FIXCOMFORT SYS USA INC | 150 | $297,293 | 0.2% |
| 48 | JNJJOHNSON & JOHNSON | 1,068 | $271,240 | 0.2% |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 501 | $250,695 | 0.2% |
| 50 | VTVANGUARD INTL EQUITY INDEX F | 1,578 | $247,667 | 0.2% |
| 51 | DIASTATE STR SPDR DOW JONES IND | 466 | $243,434 | 0.1% |
| 52 | DFARDIMENSIONAL ETF TRUST | 8,790 | $229,942 | 0.1% |
| 53 | SPYSTATE STR SPDR S&P 500 ETF T | 300 | $224,144 | 0.1% |
| 54 | WDCWESTERN DIGITAL CORP | 341 | $217,804 | 0.1% |
| 55 | SCHHSCHWAB STRATEGIC TR | 9,177 | $217,311 | 0.1% |
| 56 | AMDADVANCED MICRO DEVICES INC | 373 | $216,679 | 0.1% |
| 57 | AMATAPPLIED MATLS INC | 295 | $213,285 | 0.1% |
| 58 | IBITISHARES BITCOIN TRUST ETF | 6,297 | $209,627 | 0.1% |
| 59 | KLACKLA CORP | 673 | $203,051 | 0.1% |
| 60 | VGSRMANAGER DIRECTED PORTFOLIOS | 16,432 | $187,078 | 0.1% |
| 61 | FFORD MTR CO | 10,303 | $143,212 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.