Jdh Wealth Management, LLC Portfolio Holdings
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
Jdh Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 47 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 $17.7B, Dimensional ETF Tr U S Target with a value of $12.4B, Dimensional ETF Tr with a value of $12.1B, Dimensional ETF Tr Us Marketwi with a value of $8.86B, and Dimensional ETF Tr U S Equity with a value of $6.75B.
Examining the 13F form we can see an increase of $2.51B in the current position value, from $114B to 117B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|