Jdh Wealth Management, LLC Portfolio Holdings

Jdh Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $19.2B, Dimensional ETF Tr with a value of $13.9B, Dimensional ETF Tr U S Target with a value of $13.1B, Dimensional ETF Tr Us Marketwi with a value of $10.1B, and Ea Series Trust with a value of $8.54B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $131B to 141B.

Jdh Wealth Management, LLC is based out at Santa Rosa, CA

Below you can find more details about Jdh Wealth Management, LLC portfolio as well as his latest detailed transactions.