JDH Wealth Management, LLC - Portfolio overview

JDH Wealth Management, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 12.71%
2. DFIV - DIMENSIONAL ETF TRUST, 10.39%
3. DFAT - DIMENSIONAL ETF TRUST, 9.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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