JDH Wealth Management, LLC
Q4 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
51
- Value ($000)
$145,854
- Date Filed01/05/2026
- Form type13F-HR
- CIK0002022512
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.67M | 14 % | 496,744 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $14.91M | 10 % | 298,802 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.46M | 9 % | 226,128 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $10.44M | 7 % | 224,116 | ||
EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $8.9M | 6 % | 381,784 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.42M | 6 % | 113,541 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.92M | 5 % | 99,321 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.73M | 5 % | 143,799 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.64M | 5 % | 192,625 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.1M | 4 % | 85,017 |
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