Jdh Wealth Management, LLC Portfolio Holdings

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025

Jdh Wealth Management, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $17.8B, Dimensional ETF Tr with a value of $13.2B, Dimensional ETF Tr U S Target with a value of $12.6B, Dimensional ETF Tr Us Marketwi with a value of $9.63B, and Dimensional ETF Tr U S Equity with a value of $7.8B.

Examining the 13F form we can see an increase of $14B in the current position value, from $117B to 131B.

Jdh Wealth Management, LLC is based out at Santa Rosa, CA

Below you can find more details about Jdh Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $109 Billion
Technology: $4.89 Billion
Consumer Cyclical: $1.05 Billion
Communication Services: $844 Million
Financial Services: $580 Million
Healthcare: $214 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Billion 13.62% of portfolio
496,230
Q2 2025 Reduced 7.6%
$0
$13.2 Billion 10.1% of portfolio
307,839
Q2 2025 Reduced 0.2%
$0
$12.6 Billion 9.62% of portfolio
232,777
Q2 2025 Reduced 3.54%
$0
$9.63 Billion 7.37% of portfolio
227,770
Q2 2025 Added 5.93%
$0
$7.8 Billion 5.97% of portfolio
116,327
Q2 2025 Added 4.17%
$0
$6.36 Billion 4.87% of portfolio
99,811
Q2 2025 Added 5.56%
$0
$6.17 Billion 4.73% of portfolio
145,703
Q2 2025 Added 23.5%
$0
$5.87 Billion 4.5% of portfolio
188,850
Q2 2025 Added 7.09%
$0
$4.28 Billion 3.28% of portfolio
130,029
Q2 2025 Added 6.48%
$0
$3.81 Billion 2.92% of portfolio
63,763
Q2 2025 Added 20.55%
$0
$3.06 Billion 2.35% of portfolio
33,614
Q2 2025 Added 8.47%
$0
$2.68 Billion 2.05% of portfolio
90,304
Q2 2025 Reduced 24.97%
$0
$2.02 Billion 1.55% of portfolio
17,838
Q2 2025 Added 12.3%
$0
$1.94 Billion 1.49% of portfolio
66,146
Q2 2025 Reduced 6.12%
$0
$1.61 Billion 1.23% of portfolio
48,834
Q2 2025 Added 3.14%
$0
$1.57 Billion 1.21% of portfolio
11,656
Q2 2025 Added 384.86%
$0
$1.25 Billion 0.95% of portfolio
19,621
Q2 2025 Reduced 0.19%
$0
$1.14 Billion 0.87% of portfolio
38,062
Q2 2025 Added 1.89%
$0
$1.07 Billion 0.82% of portfolio
7,951
Q2 2025 Reduced 1.12%
$0
$1.03 Billion 0.79% of portfolio
21,393
Q2 2025 Added 46.82%
$0
$877 Million 0.67% of portfolio
25,368
Q2 2025 Added 74.51%
$0
$795 Million 0.61% of portfolio
15,816
Q2 2025 Added 17.18%
$0
$565 Million 0.43% of portfolio
19,182
Q2 2025 New
$0
$544 Million 0.42% of portfolio
7,880
Q4 2024 New
$0
$441 Million 0.34% of portfolio
5,703
Q2 2025 Reduced 10.85%
$0
$375 Million 0.29% of portfolio
6,583
Q4 2024 New
$0
$356 Million 0.27% of portfolio
7,511
Q2 2025 Reduced 48.28%
$0
$334 Million 0.26% of portfolio
4,219
Q2 2025 Reduced 14.16%
$0
$282 Million 0.22% of portfolio
12,025
Q2 2025 Reduced 2.72%
$0
$205 Million 0.16% of portfolio
466
Q2 2025 New
$0
$207 Million 0.16% of portfolio
1,614
Q2 2025 Reduced 27.72%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $131 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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