Data as of Q4 2025 (Dec 31, 2025)

JDH Wealth Management, LLC

•CIK: 2022512•Filing: Q4 2025

JDH Wealth Management, LLC manages $146M across a portfolio of 51 positions. The fund exhibits a concentrated focus, with top holdings including DFAC at $19.7M and DFIV at $14.9M. Significant allocations are also evident in DFAT ($13.5M), DFUV ($10.4M), and BSVO ($8.9M). This structure suggests a targeted, high-conviction approach across its core holdings.

Total AUM
$145.9M
QoQ Performance
+3.5%
Positions
26
Top 10 Concentration
69.4%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFIV
DFAT
DFUV
BSVO
DFUS
DFAC13.5%
DFIV10.2%
DFAT9.2%
DFUV7.2%
BSVO6.1%
DFUS5.8%
DFAS4.7%
DFAU4.6%

📈 Biggest Buys

VGIT
VANGUARD SCOTTSDALE FDS
+11.0%
3.5% of portfolio
DFGR
DIMENSIONAL ETF TRUST
+7.9%
3.0% of portfolio
JNJ
JOHNSON & JOHNSON
NEW
0.1% of portfolio
DFNM
DIMENSIONAL ETF TRUST
+37.7%
0.4% of portfolio
BSVO
EA SERIES TRUST
+1.3%
6.1% of portfolio

📉 Biggest Sells

DFIV
DIMENSIONAL ETF TRUST
-0.9%
10.2% of portfolio
IVLU
ISHARES TR
-6.8%
1.1% of portfolio
DISV
DIMENSIONAL ETF TRUST
-2.5%
3.3% of portfolio
DFUV
DIMENSIONAL ETF TRUST
-0.6%
7.2% of portfolio
DFAI
DIMENSIONAL ETF TRUST
-6.3%
0.6% of portfolio

Sector Breakdown

Other94.3%
Technology4.2%
Consumer0.9%
Healthcare0.3%
Financial0.3%

🚪 Exited Positionssold since Q3 2025

BRK/B
BERKSHIRE HATHAWAY INC DEL
SOLD
$253.4K

Changes from Q3 2025

NEW1 new position
↑14 increased
↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC13.5%
DIMENSIONAL ETF TRUST
$19.7M
DFIV10.2%
DIMENSIONAL ETF TRUST
$14.9M
DFAT9.2%
DIMENSIONAL ETF TRUST
$13.5M
DFUV7.2%
DIMENSIONAL ETF TRUST
$10.4M
BSVO6.1%
EA SERIES TRUST
$8.9M

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