Jdh Wealth Management, LLC Top Holdings and 13F Report (2026) About Jdh Wealth Management, LLCInvestment ActivityJdh Wealth Management, LLC has $148.30 million in total holdings as of March 31, 2026.Jdh Wealth Management, LLC owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Jdh Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 21 stocks.Jdh Wealth Management, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,848,217Dimensional International Value ETF $15,415,398Dimensional U.S. Targeted Value ETF $13,922,883Dimensional US Marketwide Value ETF $10,608,880EA Bridgeway Omni Small-Cap Value ETF $9,520,720 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $274,091 Holding199908104 - Comfort Systems USA $209,606 Holding084670702 - Berkshire Hathaway $206,056 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 11,946 shares (about $711.38K)Eli Lilly and Company 298 shares (about $274.09K)Dimensional Short-Duration Fixed Income ETF 4,798 shares (about $229.73K)Dimensional Global Real Estate ETF 8,583 shares (about $228.14K)Comfort Systems USA 152 shares (about $209.61K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 11,715 shares (about $455.24K)Dimensional International Value ETF 6,733 shares (about $355.37K)iShares MSCI Intl Value Factor ETF 8,202 shares (about $325.46K)Dimensional International Small Cap Value ETF 7,815 shares (about $308.22K)Dimensional US Marketwide Value ETF 5,196 shares (about $251.80K) 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$18,848,217$455,245 ▼-2.4%485,02912.7%ETFDFIVDimensional International Value ETF$15,415,398$355,368 ▼-2.3%292,06910.4%ETFDFATDimensional U.S. Targeted Value ETF$13,922,883$198,841 ▼-1.4%222,9449.4%ETFDFUVDimensional US Marketwide Value ETF$10,608,880$251,799 ▼-2.3%218,9207.2%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$9,520,720$165,133 ▼-1.7%375,2756.4%ETFDFUSDimensional U.S. Equity ETF$7,996,396$54,814 ▼-0.7%112,7685.4%ETFDFASDimensional U.S. Small Cap ETF$7,060,055$4,623 ▼-0.1%99,2564.8%ETFDFICDimensional International Core Equity 2 ETF$6,608,585$235,386 ▼-3.4%186,0004.5%ETFDFAUDimensional US Core Equity Market ETF$6,565,676$77,471 ▲1.2%145,5164.4%ETFVGITVanguard Intermediate-Term Treasury ETF$5,774,129$711,382 ▲14.1%96,9633.9%ETFDFGRDimensional Global Real Estate ETF$4,697,098$228,137 ▲5.1%176,7153.2%ETFDISVDimensional International Small Cap Value ETF$4,632,527$308,223 ▼-6.2%117,4583.1%ETFAVUVAvantis U.S. Small Cap Value ETF$3,504,550$35,682 ▼-1.0%31,7242.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,278,770$120,200 ▼-3.5%94,8992.2%ETFVLUEiShares MSCI USA Value Factor ETF$2,372,1560.0%16,6831.6%ETFNVDANVIDIA$2,105,613$41,858 ▲2.0%12,0731.4%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,885,255$60,160 ▼-3.1%55,4981.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,698,5190.0%50,1631.1%ETFAAPLApple$1,578,828$26,394 ▲1.7%6,2211.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,509,473$142 ▼0.0%10,5981.0%ETFIVLUiShares MSCI Intl Value Factor ETF$1,406,259$325,455 ▼-18.8%35,4400.9%ETFEFViShares MSCI EAFE Value ETF$1,385,958$18,364 ▼-1.3%18,6410.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,378,609$229,728 ▲20.0%28,7930.9%ETFDFISDimensional International Small Cap ETF$1,314,073$30,236 ▲2.4%39,0280.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,156,989$2,187 ▼-0.2%7,9360.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,126,273$168,881 ▲17.6%22,5480.8%ManufacturingDFAIDimensional International Core Equity Market ETF$893,470$33,038 ▼-3.6%22,9330.6%ETFMSFTMicrosoft$713,688$185,825 ▲35.2%1,9280.5%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$676,532$81,289 ▲13.7%14,1150.5%ETFDFSVDimensional US Small Cap Value ETF$672,1370.0%19,1820.5%ETFAMZNAmazon.com$608,981$10,830 ▲1.8%2,9240.4%Retail/WholesaleVXUSVanguard Total International Stock ETF$597,988$9,639 ▼-1.6%7,7550.4%ETFTSLATesla$583,648$4,089 ▲0.7%1,5700.4%Auto/Tires/TrucksGOOGLAlphabet$530,261$109,273 ▲26.0%1,8440.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$421,8390.0%6,5830.3%ETFIXUSiShares Core MSCI Total International Stock ETF$416,219$36,735 ▼-8.1%4,8040.3%ManufacturingJPMJPMorgan Chase & Co.$408,000$72,363 ▲21.6%1,3870.3%FinanceTSMTaiwan Semiconductor Manufacturing$387,967$18,587 ▲5.0%1,1480.3%Computer and TechnologyGOOGAlphabet$370,049$9,466 ▲2.6%1,2900.2%Computer and TechnologyMETAMeta Platforms$363,303$48,059 ▲15.2%6350.2%Computer and TechnologyAVGOBroadcom$332,723$82,020 ▲32.7%1,0750.2%Computer and TechnologyJNJJohnson & Johnson$309,705$56,710 ▲22.4%1,2670.2%MedicalAVDVAvantis International Small Cap Value ETF$308,567$6,091 ▼-1.9%3,0900.2%ETFLLYEli Lilly and Company$274,091$274,091 ▲New Holding2980.2%MedicalISHARES BITCOIN TRUST ETF$241,931$5,648 ▼-2.3%6,2970.2%SHS BEN INTDFARDimensional US Real Estate ETF$240,624$43,518 ▼-15.3%10,1740.2%ETFDHRDanaher$239,654$10,428 ▲4.5%1,2640.2%MedicalRMBSRambus$221,871$774 ▲0.4%2,5790.1%Computer and TechnologyVTVanguard Total World Stock ETF$218,269$5,809 ▼-2.6%1,5780.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$215,8470.0%4660.1%FinanceFIXComfort Systems USA$209,606$209,606 ▲New Holding1520.1%ConstructionBRK.BBerkshire Hathaway$206,056$206,056 ▲New Holding4300.1%FinanceMANAGER DIRECTED PORTFOLIOS$169,7430.0%16,4320.1%VERT GLB SUST REFFord Motor$117,973$185 ▼-0.2%10,2230.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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