Institutional Fund
Jdh Wealth Management, LLC
Santa Rosa, CACIK 20225125 filings on record
Portfolio Value
$148.30M
Q1 2026
Holdings
54
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.7%
from $145.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.7%
- Dimensional ETF Trust10.4%
- Dimensional ETF Trust9.4%
- Dimensional ETF Trust7.2%
- Ea Series Trust6.4%
- Dimensional ETF Trust5.4%
- Other48.5%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 485.0K | $18.85M | 12.7% | −11.7K | Reduced |
| 2 | Dimensional ETF Trust | 292.1K | $15.42M | 10.4% | −6.7K | Reduced |
| 3 | Dimensional ETF Trust | 222.9K | $13.92M | 9.4% | −3.2K | Reduced |
| 4 | Dimensional ETF Trust | 218.9K | $10.61M | 7.2% | −5.2K | Reduced |
| 5 | Ea Series Trust | 375.3K | $9.52M | 6.4% | −6.5K | Reduced |
| 6 | Dimensional ETF Trust | 112.8K | $8.00M | 5.4% | −773 | Reduced |
| 7 | Dimensional ETF Trust | 99.3K | $7.06M | 4.8% | −65 | Reduced |
| 8 | Dimensional ETF Trust | 186.0K | $6.61M | 4.5% | −6.6K | Reduced |
| 9 | Dimensional ETF Trust | 145.5K | $6.57M | 4.4% | +1.7K | Added |
| 10 | Vanguard Scottsdale Fds | 97.0K | $5.77M | 3.9% | +11.9K | Added |
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