StockDriftsStockDriftsTop 50 JDH Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.93% | 478.8K | $21.2M | -1.28%(-6.21K) | $34.44(+33.52%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 9.46% | 287.8K | $15.5M | -1.46%(-4.25K) | $36.78(+57.52%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 9.27% | 217.9K | $15.2M | -2.26%(-5.03K) | $55.65(+29.71%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.15% | 213.5K | $11.7M | -2.48%(-5.44K) | $41.32(+38.80%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 6.22% | 350.0K | $10.2M | -6.72%(-25.23K) | $21.58(+38.28%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.53% | 111.0K | $9.1M | -1.61%(-1.81K) | $63.01(+34.30%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.92% | 98.3K | $8.1M | -1.01%(-998) | $64.69(+29.26%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.33% | 137.6K | $7.1M | -5.46%(-7.95K) | $40.11(+33.54%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.13% | 182.0K | $6.8M | -2.17%(-4.03K) | $27.27(+43.81%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.76% | 104.7K | $6.2M | +7.96%(+7.72K) | $59.40(-1.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.36% |
JDH Wealth Management, LLC reports $164.33M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (12.9%), DFIV (9.5%) and DFAT (9.3%). The top 20 holdings account for 86.56% of reported assets. Its disclosed equity book has returned +33.88% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from JDH Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022512). View JDH Wealth Management, LLC’s 13F filings on SEC