Jdh Wealth Management, LLC Top Holdings and 13F Report (2026) About Jdh Wealth Management, LLCInvestment ActivityJdh Wealth Management, LLC has $164.33 million in total holdings as of June 30, 2026.Jdh Wealth Management, LLC owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Jdh Wealth Management, LLC has purchased 54 new stocks and bought additional shares in 16 stocks.Jdh Wealth Management, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $21,240,532Dimensional International Value ETF $15,547,936Dimensional U.S. Targeted Value ETF $15,232,128Dimensional US Marketwide Value ETF $11,743,736EA Bridgeway Omni Small-Cap Value ETF $10,217,788 Largest New Holdings this Quarter 595112103 - Micron Technology $399,384 Holding458140100 - Intel $303,546 Holding78462F103 - SPDR S&P 500 ETF Trust $224,144 Holding958102105 - Western Digital $217,804 Holding808524847 - Schwab U.S. REIT ETF $217,311 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 7,719 shares (about $455.27K)Micron Technology 346 shares (about $399.38K)Dimensional Global Real Estate ETF 13,434 shares (about $389.18K)Intel 2,174 shares (about $303.55K)Dimensional Short-Duration Fixed Income ETF 5,912 shares (about $282.30K) Largest Sales this Quarter EA Bridgeway Omni Small-Cap Value ETF 25,227 shares (about $736.37K)Dimensional US Core Equity Market ETF 7,945 shares (about $410.68K)Dimensional U.S. Targeted Value ETF 5,031 shares (about $351.67K)Dimensional US Marketwide Value ETF 5,436 shares (about $299.03K)iShares MSCI Intl Value Factor ETF 6,862 shares (about $286.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJdh Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$21,240,532$275,342 â–¼-1.3%478,82212.9%ETFDFIVDimensional International Value ETF$15,547,936$229,639 â–¼-1.5%287,8189.5%ETFDFATDimensional U.S. Targeted Value ETF$15,232,128$351,667 â–¼-2.3%217,9139.3%ETFDFUVDimensional US Marketwide Value ETF$11,743,736$299,034 â–¼-2.5%213,4847.1%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$10,217,788$736,368 â–¼-6.7%350,0486.2%ETFDFUSDimensional U.S. Equity ETF$9,091,918$148,312 â–¼-1.6%110,9585.5%ETFDFASDimensional U.S. Small Cap ETF$8,090,553$82,175 â–¼-1.0%98,2584.9%ETFDFAUDimensional US Core Equity Market ETF$7,111,060$410,678 â–¼-5.5%137,5714.3%ETFDFICDimensional International Core Equity 2 ETF$6,780,068$150,307 â–¼-2.2%181,9664.1%ETFVGITVanguard Intermediate-Term Treasury ETF$6,174,127$455,265 â–²8.0%104,6823.8%ETFDFGRDimensional Global Real Estate ETF$5,508,625$389,184 â–²7.6%190,1493.4%ETFDISVDimensional International Small Cap Value ETF$4,688,503$25,081 â–¼-0.5%116,8332.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,858,484$1,788 â–²0.0%94,9432.3%ETFAVUVAvantis U.S. Small Cap Value ETF$3,843,357$114,530 â–¼-2.9%30,8062.3%ETFVLUEiShares MSCI USA Value Factor ETF$3,215,742$117,688 â–¼-3.5%16,0942.0%ETFNVDANVIDIA$2,486,414$70,634 â–²2.9%12,4261.5%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,954,183$90,369 â–¼-4.4%53,0451.2%ETFAAPLApple$1,903,990$103,880 â–²5.8%6,5801.2%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,810,495$206,559 â–¼-10.2%45,0261.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,720,893$20,041 â–¼-1.2%10,4761.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,657,164$282,298 â–²20.5%34,7051.0%ETFEFViShares MSCI EAFE Value ETF$1,410,357$16,611 â–¼-1.2%18,4240.9%ETFDFISDimensional International Small Cap ETF$1,367,1510.0%39,0280.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,293,272$160,686 â–²14.2%25,7470.8%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,224,4450.0%7,9360.7%ETFIVLUiShares MSCI Intl Value Factor ETF$1,195,132$286,969 â–¼-19.4%28,5780.7%ETFDFAIDimensional International Core Equity Market ETF$945,9860.0%22,9330.6%ETFDFNMDimensional National Municipal Bond ETF$814,590$132,341 â–²19.4%16,8530.5%ETFAMZNAmazon.com$748,388$51,481 â–²7.4%3,1400.5%Retail/WholesaleGOOGLAlphabet$694,013$35,022 â–²5.3%1,9420.4%Computer and TechnologyTSLATesla$667,913$7,571 â–²1.1%1,5880.4%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$662,9750.0%7,7550.4%ETFDFSVDimensional US Small Cap Value ETF$629,484$114,586 â–¼-15.4%16,2280.4%ETFMSFTMicrosoft$622,197$96,985 â–¼-13.5%1,6680.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$576,427$28,177 â–²5.1%1,2070.4%Computer and TechnologyGOOGAlphabet$472,049$16,253 â–²3.6%1,3360.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$469,0390.0%6,5830.3%ETFJPMJPMorgan Chase & Co.$449,751$4,255 â–¼-0.9%1,3740.3%FinanceIXUSiShares Core MSCI Total International Stock ETF$408,770$49,724 â–¼-10.8%4,2830.2%ManufacturingMUMicron Technology$399,384$399,384 â–²New Holding3460.2%Computer and TechnologyAVGOBroadcom$373,595$32,487 â–¼-8.0%9890.2%Computer and TechnologyLLYEli Lilly and Company$352,632$4,798 â–¼-1.3%2940.2%MedicalRMBSRambus$342,735$398 â–²0.1%2,5820.2%Computer and TechnologyMETAMeta Platforms$337,974$19,715 â–¼-5.5%6000.2%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$318,4250.0%3,0900.2%ETFINTCIntel$303,546$303,546 â–²New Holding2,1740.2%Computer and TechnologyFIXComfort Systems USA$297,293$3,964 â–¼-1.3%1500.2%ConstructionJNJJohnson & Johnson$271,240$50,540 â–¼-15.7%1,0680.2%MedicalBRK.BBerkshire Hathaway$250,695$35,528 â–²16.5%5010.2%FinanceVTVanguard Total World Stock ETF$247,6670.0%1,5780.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$243,4340.0%4660.1%FinanceDFARDimensional US Real Estate ETF$229,942$36,205 â–¼-13.6%8,7900.1%ETFSPYSPDR S&P 500 ETF Trust$224,144$224,144 â–²New Holding3000.1%FinanceWDCWestern Digital$217,804$217,804 â–²New Holding3410.1%Computer and TechnologySCHHSchwab U.S. REIT ETF$217,311$217,311 â–²New Holding9,1770.1%ETFAMDAdvanced Micro Devices$216,679$216,679 â–²New Holding3730.1%Computer and TechnologyAMATApplied Materials$213,285$213,285 â–²New Holding2950.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$209,6270.0%6,2970.1%SHS BEN INTKLACKLA$203,051$203,051 â–²New Holding6730.1%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$187,0780.0%16,4320.1%VERT GLB SUST REFFord Motor$143,212$1,112 â–²0.8%10,3030.1%Auto/Tires/TrucksDHRDanaher$0$239,654 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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