§ 13F · FUND PROFILE
JDH Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $141M (13F)Positions · 51Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$690K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 485K | $19M | 12.7% | −2% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 292K | $15M | 10.4% | −2% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 223K | $14M | 9.4% | −1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 219K | $11M | 7.2% | −2% |
| 5 | BSVO | EA SERIES TRUST | 375K | $10M | 6.4% | −2% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 113K | $8M | 5.4% | −1% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 99K | $7M | 4.8% | ±0% |
| 8 | DFIC | DIMENSIONAL ETF TRUST | 186K | $7M | 4.5% | −3% |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 146K | $7M | 4.4% | +1% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 97K | $6M | 3.9% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JDH SIGNAL
AC read
JDH Wealth Management, LLC is a Other fund managing $141 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed