SEC Form 13F

JDH Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$164,330,388
Positions61

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$21,240,532478,822
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$15,547,936287,818
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$15,232,128217,913
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$11,743,736213,484
EA SERIES TRUSTBSVOBRID OMN SMA ETF$10,217,788350,048
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$9,091,918110,958
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$8,090,55398,258
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$7,111,060137,571
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$6,780,068181,966
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$6,174,127104,682

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page