Jdh Wealth Management, LLC Portfolio Holdings

Jdh Wealth Management, LLC

  • $146 Billion
  • Q4 2025

Jdh Wealth Management, LLC has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 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 $19.7B, Dimensional ETF Tr with a value of $14.9B, Dimensional ETF Tr U S Target with a value of $13.5B, Dimensional ETF Tr Us Marketwi with a value of $10.4B, and Ea Series Trust with a value of $8.9B.

Examining the 13F form we can see an increase of $4.98B in the current position value, from $141B to 146B.

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.

Portfolio value $146 Billion
ETFs: $121 Billion
Technology: $5.41 Billion
Consumer Cyclical: $1.5 Billion
Communication Services: $1.22 Billion
Healthcare: $491 Million
Financial Services: $368 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$2.21 Billion 1.51% of portfolio
11,833
Q2 2025 Reduced 14.84%
$4.3T
$1.66 Billion 1.14% of portfolio
6,117
Q4 2025 Added 0.99%
$1.29T
$701 Million 0.48% of portfolio
1,559
Q3 2025 Reduced 1.89%
$3.78T
$690 Million 0.47% of portfolio
1,426
Q4 2025 Reduced 0.49%
$2.39T
$663 Million 0.45% of portfolio
2,872
Q4 2025 Added 14.1%
$1.65T
$458 Million 0.31% of portfolio
1,464
Q3 2025 Added 1.74%
$1.74T
$394 Million 0.27% of portfolio
1,257
Q4 2025 Added 0.08%
$1.37T
$364 Million 0.25% of portfolio
551
Q4 2025 Added 9.54%
$881B
$368 Million 0.25% of portfolio
1,141
Q2 2025 Added 1.06%
$1.46T
$332 Million 0.23% of portfolio
1,093
Q2 2025 New
$139B
$280 Million 0.19% of portfolio
810
Q2 2025 New
$160B
$277 Million 0.19% of portfolio
1,209
Q4 2025 Added 1.68%
$10.5B
$236 Million 0.16% of portfolio
2,570
Q4 2025 Reduced 0.08%
$522B
$214 Million 0.15% of portfolio
1,035
Q4 2025 New
$52.1B
$134 Million 0.09% of portfolio
10,239
Q4 2025 Added 1.09%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $146 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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