13F HOLDINGS REPORT
JDH Wealth Management, LLC
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0002022512-25-000004
Total Value
$130.6M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 496,230 | $17.8M | 13.62% |
| 2 | DIMENSIONAL ETF TRUST | 25434V807 | 307,839 | $13.2M | 10.10% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 232,777 | $12.6M | 9.62% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 227,770 | $9.6M | 7.37% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 116,327 | $7.8M | 5.97% |
| 6 | EA SERIES TRUST | 02072L532 | 354,933 | $7.2M | 5.54% |
| 7 | DIMENSIONAL ETF TRUST | 25434V500 | 99,811 | $6.4M | 4.87% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 145,703 | $6.2M | 4.73% |
| 9 | DIMENSIONAL ETF TRUST | 25434V799 | 188,850 | $5.9M | 4.50% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 130,029 | $4.3M | 3.28% |
| 11 | DIMENSIONAL ETF TRUST | 25434V658 | 144,375 | $3.9M | 2.97% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C706 | 63,763 | $3.8M | 2.92% |
| 13 | AMERICAN CENTY ETF TR | 025072877 | 33,614 | $3.1M | 2.35% |
| 14 | DIMENSIONAL ETF TRUST | 25434V732 | 90,304 | $2.7M | 2.05% |
| 15 | ISHARES TR | 46432F388 | 17,838 | $2.0M | 1.55% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 66,146 | $1.9M | 1.49% |
| 17 | APPLE INC | AAPL | 9,116 | $1.9M | 1.43% |
| 18 | NVIDIA CORPORATION | NVDA | 11,833 | $1.9M | 1.43% |
| 19 | ISHARES TR | 46435G409 | 48,834 | $1.6M | 1.23% |
| 20 | ISHARES TR | 464287150 | 11,656 | $1.6M | 1.21% |
| 21 | DIMENSIONAL ETF TRUST | 25434V302 | 51,097 | $1.5M | 1.13% |
| 22 | ISHARES TR | 464288877 | 19,621 | $1.2M | 0.95% |
| 23 | DIMENSIONAL ETF TRUST | 25434V773 | 38,062 | $1.1M | 0.87% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042718 | 7,951 | $1.1M | 0.82% |
| 25 | DIMENSIONAL ETF TRUST | 25434V864 | 21,393 | $1.0M | 0.79% |
| 26 | DIMENSIONAL ETF TRUST | 25434V203 | 25,368 | $876,972 | 0.67% |
| 27 | VANGUARD MALVERN FDS | 922020805 | 15,816 | $795,070 | 0.61% |
| 28 | MICROSOFT CORP | MSFT | 1,373 | $682,944 | 0.52% |
| 29 | DIMENSIONAL ETF TRUST | 25434V815 | 19,182 | $564,526 | 0.43% |
| 30 | AMAZON COM INC | AMZN | 2,484 | $544,965 | 0.42% |
| 31 | VANGUARD STAR FDS | 921909768 | 7,880 | $544,429 | 0.42% |
| 32 | TESLA INC | TSLA | 1,589 | $504,762 | 0.39% |
| 33 | ISHARES TR | 46432F834 | 5,703 | $440,899 | 0.34% |
| 34 | ISHARES BITCOIN TRUST ETF | IBIT | 6,297 | $385,439 | 0.30% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,583 | $375,297 | 0.29% |
| 36 | META PLATFORMS INC | META | 503 | $371,259 | 0.28% |
| 37 | DIMENSIONAL ETF TRUST | 25434V849 | 7,511 | $356,247 | 0.27% |
| 38 | AMERICAN CENTY ETF TR | 025072802 | 4,219 | $334,482 | 0.26% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 1,141 | $330,787 | 0.25% |
| 40 | DIMENSIONAL ETF TRUST | 25434V823 | 12,025 | $282,115 | 0.22% |
| 41 | ALPHABET INC | GOOG | 1,439 | $253,595 | 0.19% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 513 | $249,200 | 0.19% |
| 43 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,093 | $247,554 | 0.19% |
| 44 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 22,211 | $232,327 | 0.18% |
| 45 | BROADCOM INC | AVGO | 810 | $223,277 | 0.17% |
| 46 | ALPHABET INC | GOOG | 1,237 | $219,431 | 0.17% |
| 47 | DANAHER CORPORATION | 235851102 | 1,082 | $213,738 | 0.16% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,614 | $207,431 | 0.16% |
| 49 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 466 | $205,343 | 0.16% |