JDH Wealth Management, LLC
Q2 2026 13F Holdings
- Locationsanta rosa, CA
- Num holdings
61
- Value ($000)
$164,330
- Date Filed 07/22/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $21.24M | 13 % | 478,822 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $15.55M | 10 % | 287,818 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $15.23M | 9 % | 217,913 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $11.74M | 7 % | 213,484 | ||
EA SERIES TRUST | BRID OMN SMA ETF | 02072L532 | $10.22M | 6 % | 350,048 | ||
DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | $9.09M | 6 % | 110,958 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.09M | 5 % | 98,258 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $7.11M | 4 % | 137,571 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.78M | 4 % | 181,966 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.17M | 4 % | 104,682 |
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