JDH Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location santa rosa, CACIK 0002022512All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
51 | $140.88M | DFAC, DFIV, DFAT, DFUV | 13F-HR | Oct 29, 2025 | 000202251225000007 | ||
49 | $130.58M | DFAC, DFIV, DFAT, DFUV | 13F-HR | Aug 1, 2025 | 000202251225000004 | ||
47 | $116.55M | DFAC, DFAT, DFIV, DFUV | 13F-HR | May 5, 2025 | 000202251225000003 | ||
46 | $114.03M | DFAC, DFAT, DFIV, DFUV | 13F-HR | Jan 22, 2025 | 000202251225000002 |