JDH Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    santa rosa, CA
  • CIK
    0002022512
  • All SEC filings
Q3 2025
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
Jdh Wealth Management, Llc 13F Filings