Jdh Wealth Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    santa rosa, CA
  • CIK
    0002022512
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

49

$130.58 M
DFAC, DFIV, DFAT, DFUV
13F-HR
Aug 1, 2025
000202251225000004

47

$116.55 M
DFAC, DFAT, DFIV, DFUV
13F-HR
May 5, 2025
000202251225000003

46

$114.03 M
DFAC, DFAT, DFIV, DFUV
13F-HR
Jan 22, 2025
000202251225000002