Jdh Wealth Management, LLC Top Holdings and 13F Report (2026) About Jdh Wealth Management, LLCInvestment ActivityJdh Wealth Management, LLC has $165.42 million in total holdings as of September 30, 2026.Jdh Wealth Management, LLC owns shares of 59 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 2.74% of the portfolio was sold this quarter.This quarter, Jdh Wealth Management, LLC has purchased 61 new stocks and bought additional shares in 28 stocks.Jdh Wealth Management, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $22,217,660Dimensional International Value ETF $16,163,410Dimensional U.S. Targeted Value ETF $14,192,032Dimensional US Marketwide Value ETF $11,131,577EA Bridgeway Omni Small-Cap Value ETF $9,765,658 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $608,063 Holding92826C839 - Visa $282,433 Holding22788C105 - CrowdStrike $253,631 Holding58933Y105 - Merck & Co., Inc. $210,191 Holding Largest Purchases this Quarter Dimensional National Municipal Bond ETF 26,965 shares (about $1.24M)Dimensional U.S. Core Equity 2 ETF 21,013 shares (about $934.03K)DFA INVT DIMENSIONS GROUP IN 16,228 shares (about $608.06K)Dimensional International Core Equity 2 ETF 12,179 shares (about $458.05K)Apple 1,250 shares (about $416.26K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 5,439 shares (about $640.54K)Dimensional US Marketwide Value ETF 11,092 shares (about $610.06K)Dimensional U.S. Small Cap ETF 7,527 shares (about $582.74K)Dimensional U.S. Targeted Value ETF 4,306 shares (about $286.09K)Dimensional US Core Equity Market ETF 4,692 shares (about $245.67K) 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$22,217,660$934,028 ▲4.4%499,83513.4%ETFDFIVDimensional International Value ETF$16,163,410$85,913 ▲0.5%289,3569.8%ETFDFATDimensional U.S. Targeted Value ETF$14,192,032$286,090 ▼-2.0%213,6078.6%ETFDFUVDimensional US Marketwide Value ETF$11,131,577$610,061 ▼-5.2%202,3926.7%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$9,765,658$21,361 ▼-0.2%349,2845.9%ETFDFUSDimensional U.S. Equity ETF$9,186,049$26,819 ▼-0.3%110,6355.6%ETFDFICDimensional International Core Equity 2 ETF$7,301,791$458,052 ▲6.7%194,1454.4%ETFDFASDimensional U.S. Small Cap ETF$7,024,392$582,740 ▼-7.7%90,7314.2%ETFDFAUDimensional US Core Equity Market ETF$6,957,560$245,674 ▼-3.4%132,8794.2%ETFVGITVanguard Intermediate-Term Treasury ETF$6,315,377$384,098 ▲6.5%111,4613.8%ETFDISVDimensional International Small Cap Value ETF$5,289,112$231,428 ▲4.6%122,1793.2%ETFDFGRDimensional Global Real Estate ETF$5,191,325$47,797 ▲0.9%191,9163.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,015,247$244,119 ▲6.5%101,0892.4%ETFVLUEiShares MSCI USA Value Factor ETF$3,128,004$58,608 ▼-1.8%15,7981.9%ETFAVUVAvantis U.S. Small Cap Value ETF$2,987,429$640,542 ▼-17.7%25,3671.8%ETFNVDANVIDIA$2,953,580$115,786 ▲4.1%12,9331.8%TechnologyAAPLApple$2,607,422$416,255 ▲19.0%7,8301.6%TechnologyDFNMDimensional National Municipal Bond ETF$2,016,940$1,241,197 ▲160.0%43,8181.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,949,205$14,512 ▼-0.7%52,6531.2%ETFDFAEDimensional Emerging Core Equity Market ETF$1,725,080$44,892 ▼-2.5%43,8841.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,683,216$70,405 ▲4.4%36,2201.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,555,882$186,067 ▼-10.7%9,3570.9%ETFEFViShares MSCI EAFE Value ETF$1,458,0750.0%18,4240.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,445,001$177,733 ▲14.0%29,3580.9%ETFDFISDimensional International Small Cap ETF$1,415,651$1,667 ▲0.1%39,0740.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,232,148$155 ▲0.0%7,9370.7%ETFIVLUiShares MSCI Intl Value Factor ETF$1,225,7100.0%28,5780.7%ETFMSFTMicrosoft$997,591$142,073 ▲16.6%1,9450.6%TechnologyDFAIDimensional International Core Equity Market ETF$950,1140.0%22,9330.6%ETFAMZNAmazon.com$873,769$91,438 ▲11.7%3,5070.5%Consumer DiscretionaryGOOGLAlphabet$664,418$3,785 ▼-0.6%1,9310.4%Communication ServicesVXUSVanguard Total International Stock ETF$658,8650.0%7,7550.4%ETFDFA INVT DIMENSIONS GROUP IN$608,063$608,063 ▲New Holding16,2280.4%U.S. SML CP VALTSMTaiwan Semiconductor Manufacturing$579,361$28,740 ▲5.2%1,2700.4%TechnologyTSLATesla$578,340$14,902 ▲2.6%1,6300.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$495,373$40,702 ▲9.0%1,4970.3%FinanceMETAMeta Platforms$472,817$37,709 ▲8.7%6520.3%Communication ServicesVEAVanguard FTSE Developed Markets ETF$464,8260.0%6,5830.3%ETFGOOGAlphabet$457,955$2,726 ▲0.6%1,3440.3%Communication ServicesMUMicron Technology$430,349$61,783 ▲16.8%4040.3%TechnologyIXUSiShares Core MSCI Total International Stock ETF$406,8420.0%4,2830.2%ETFAVGOBroadcom$361,375$14,048 ▲4.0%1,0290.2%TechnologyAVDVAvantis International Small Cap Value ETF$338,0220.0%3,0900.2%ETFLLYEli Lilly and Company$327,454$12,728 ▼-3.7%2830.2%HealthcareISHARES BITCOIN TRUST ETF$298,1000.0%6,2970.2%SHS BEN INTAMDAdvanced Micro Devices$289,362$61,176 ▲26.8%4730.2%TechnologyJNJJohnson & Johnson$285,919$3,177 ▲1.1%1,0800.2%HealthcareVVisa$282,433$282,433 ▲New Holding7860.2%FinanceRMBSRambus$275,014$641 ▼-0.2%2,5760.2%TechnologyBRK.BBerkshire Hathaway$265,407$15,934 ▲6.4%5330.2%FinanceINTCIntel$261,011$361 ▼-0.1%2,1710.2%TechnologyCRWDCrowdStrike$253,631$253,631 ▲New Holding9580.2%TechnologyVTVanguard Total World Stock ETF$249,0870.0%1,5780.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$236,9840.0%4660.1%ETFSPYSPDR S&P 500 ETF Trust$229,494$762 ▲0.3%3010.1%ETFMRKMerck & Co., Inc.$210,191$210,191 ▲New Holding1,4470.1%HealthcareSCHHSchwab U.S. REIT ETF$202,2610.0%9,1770.1%ETFMANAGER DIRECTED PORTFOLIOS$160,216$14,329 ▼-8.2%15,0830.1%VERT GLB SUST REFFord Motor$125,207$953 ▲0.8%10,3820.1%Consumer DiscretionaryDFSVDimensional US Small Cap Value ETF$0$629,484 ▼-100.0%00.0%ETFFIXComfort Systems USA$0$297,293 ▼-100.0%00.0%IndustrialsDFARDimensional US Real Estate ETF$0$229,942 ▼-100.0%00.0%ETFWDCWestern Digital$0$217,804 ▼-100.0%00.0%TechnologyAMATApplied Materials$0$213,285 ▼-100.0%00.0%TechnologyKLACKLA$0$203,051 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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