JDH Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    santa rosa, CA
  • Num holdings

    51

  • Value ($000)

    $145,854

  • Date Filed
    01/05/2026
  • Form type
    13F-HR
  • CIK
    0002022512
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$19.67M
14 %

496,744

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$14.91M
10 %

298,802

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$13.46M
9 %

226,128

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$10.44M
7 %

224,116

B
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
02072L532
$8.9M
6 %

381,784

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$8.42M
6 %

113,541

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$6.92M
5 %

99,321

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$6.73M
5 %

143,799

D
DFIC

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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