JDH Wealth Management, LLC
Q1 2026 13F Holdings
- Locationsanta rosa, CA
- Num holdings
54
- Value ($000)
$148,303
- Date Filed 04/16/2026
- Form type13F-HR
- CIK 0002022512
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.85M | 13 % | 485,029 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $15.42M | 10 % | 292,069 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.92M | 9 % | 222,944 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $10.61M | 7 % | 218,920 | ||
EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $9.52M | 6 % | 375,275 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8M | 5 % | 112,768 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $7.06M | 5 % | 99,256 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.61M | 5 % | 186,000 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.57M | 4 % | 145,516 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.77M | 4 % | 96,963 |
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