JDH Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 5, 2026), JDH Wealth Management, LLC reported 51 stock positions worth $145.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.5% of the portfolio, followed by Dimensional International Va (DFIV, 10.2%) and Dimensional US Target Value (DFAT, 9.2%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 14 and reduced 21. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +11%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- SANTA ROSA, CA
- CIK
- 0002022512
- Portfolio Value
- $145.9M (Q4 2025)
- SEC Filing
- 0002022512-26-000001 ↗ filed Jan 5, 2026
Holdings Value
Holdings 51 stocks · $145.9M
| DFAC Dimensional US Core Equity 2 | 13.48% | 496,744 | $19.7M | Add +0.0% |
| DFIV Dimensional International Va | 10.22% | 298,802 | $14.9M | Reduce -0.9% |
| DFAT Dimensional US Target Value | 9.23% | 226,128 | $13.5M | Add +0.1% |
| DFUV Dimensional US Marketwide Va | 7.16% | 224,116 | $10.4M | Reduce -0.6% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 6.10% | 381,784 | $8.9M | Add +1.3% |
| DFUS Dimensional US Eq MKT ETF | 5.77% | 113,541 | $8.4M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 4.74% | 99,321 | $6.9M | Reduce -0.5% |
| DFAU Dimensional US Core Equity M | 4.61% | 143,799 | $6.7M | Reduce -0.2% |
| DFIC Dimensional International Co. | 4.55% | 192,625 | $6.6M | Reduce -0.7% |
| VGIT Vanguard Intermediate-Term T | 3.49% | 85,017 | $5.1M | Add +11.0% |
| DISV Dimensional International SM | 3.26% | 125,273 | $4.8M | Reduce -2.5% |
| DFGR Dim Global Real Estate ETF | 3.05% | 168,132 | $4.4M | Add +7.9% |
| AVUV Avantis US Small Cap Value | 2.24% | 32,047 | $3.3M | Reduce -0.7% |
| DFEM Dimensional Emrg MRKT Core | 2.23% | 98,378 | $3.3M | Reduce -1.1% |
| VLUE iShares MSCI USA Value Facto | 1.56% | 16,683 | $2.3M | Reduce -2.6% |
| NVDA Nvidia Corp. | 1.51% | 11,833 | $2.2M | No change |
| DFAX Dimensional World Ex US Core | 1.29% | 57,269 | $1.9M | Reduce -0.3% |
| AAPL Apple Inc. | 1.14% | 6,117 | $1.7M | Add +1.0% |
| IVLU iShares MSCI International V | 1.14% | 43,642 | $1.7M | Reduce -6.8% |
| DFAE Dimensional Emerging Core Eq | 1.12% | 50,163 | $1.6M | No change |
| ITOT iShares Core S&P Total U.S. | 1.08% | 10,599 | $1.6M | No change |
| EFV iShares MSCI Eafe Value ETF | 0.92% | 18,888 | $1.3M | Reduce -2.2% |
| DFIS Dimensional International SM | 0.86% | 38,130 | $1.3M | Reduce -0.5% |
| DFSD Dimensional Short Duration | 0.79% | 23,995 | $1.2M | Reduce -4.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.78% | 7,951 | $1.1M | No change |
| VTIP Vanguard Short-Term Tips | 0.65% | 19,167 | $948K | Reduce -0.6% |
| DFAI Dimensional International Co. | 0.62% | 23,781 | $906K | Reduce -6.3% |
| TSLA Tesla Inc. | 0.48% | 1,559 | $701K | No change |
| MSFT Microsoft Corp. | 0.47% | 1,426 | $690K | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.45% | 2,872 | $663K | Add +14.1% |
| DFSV Dimensional US Small Cap Val | 0.43% | 19,182 | $631K | No change |
| DFNM Dimensional National Muni BD | 0.41% | 12,419 | $598K | Add +37.7% |
| VXUS Vanguard Total Intl Stock | 0.41% | 7,880 | $594K | No change |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,464 | $458K | No change |
| IXUS iShares Core Intl Stock ETF | 0.30% | 5,228 | $442K | Reduce -8.3% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 6,583 | $411K | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 1,257 | $394K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.25% | 1,141 | $368K | No change |
| META Meta Platforms Inc. Class A | 0.25% | 551 | $364K | Add +9.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 1,093 | $332K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 6,444 | $320K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.20% | 3,151 | $296K | Reduce -15.6% |
| AVGO Broadcom Inc. | 0.19% | 810 | $280K | No change |
| DHR Danaher Corp. | 0.19% | 1,209 | $277K | Add +1.7% |
| DFAR Dimensional US Real Est ETF | 0.19% | 12,014 | $275K | Reduce -0.1% |
| RMBS Rambus Inc. | 0.16% | 2,570 | $236K | Reduce -0.1% |
| VT Vanguard Tot World STK ETF | 0.16% | 1,620 | $229K | Add +0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 466 | $224K | No change |
| JNJ Johnson & Johnson | 0.15% | 1,035 | $214K | New |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.12% | 16,432 | $171K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,239 | $134K | Add +1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.18 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.5% | 4.74% | −0.10 |
| DFSD Dimensional Short Duration | Reduce -4.2% | 0.79% | −0.07 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 4.61% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.47% | −0.05 |
| VTIP Vanguard Short-Term Tips | Reduce -0.6% | 0.65% | −0.04 |
| IVLU iShares MSCI International V | Reduce -6.8% | 1.14% | −0.04 |
| AVUV Avantis US Small Cap Value | Reduce -0.7% | 2.24% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.1% | 2.23% | −0.03 |
| DFAI Dimensional International Co. | Reduce -6.3% | 0.62% | −0.03 |
| AVDV Avantis Intl S/C Value ETF | Reduce -15.6% | 0.20% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -8.3% | 0.30% | −0.03 |
| RMBS Rambus Inc. | Reduce -0.1% | 0.16% | −0.03 |
| DFAR Dimensional US Real Est ETF | Reduce -0.1% | 0.19% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.2% | 0.92% | −0.01 |
| DFIS Dimensional International SM | Reduce -0.5% | 0.86% | +0.00 |
| DFAX Dimensional World Ex US Core | Reduce -0.3% | 1.29% | +0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -0.6% | 7.16% | +0.01 |
| DISV Dimensional International SM | Reduce -2.5% | 3.26% | +0.01 |
| DFIC Dimensional International Co. | Reduce -0.7% | 4.55% | +0.04 |
| VLUE iShares MSCI USA Value Facto | Reduce -2.6% | 1.56% | +0.04 |
| DFIV Dimensional International Va | Reduce -0.9% | 10.22% | +0.36 |
Portfolio Buys Q3 2025 → Q4 2025
| VGIT Vanguard Intermediate-Term T | Add +11.0% | 3.49% | +0.23 |
| JNJ Johnson & Johnson | New | 0.15% | +0.15 |
| DFNM Dimensional National Muni BD | Add +37.7% | 0.41% | +0.10 |
| AMZN Amazon.com Inc. | Add +14.1% | 0.45% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.27% | +0.05 |
| AAPL Apple Inc. | Add +1.0% | 1.14% | +0.05 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Add +1.3% | 6.10% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +7.9% | 3.05% | +0.02 |
| DHR Danaher Corp. | Add +1.7% | 0.19% | +0.02 |
| F Ford Motor Co. | Add +1.1% | 0.09% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 0.16% | −0.00 |
| META Meta Platforms Inc. Class A | Add +9.5% | 0.25% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 5.77% | −0.06 |
| DFAT Dimensional US Target Value | Add +0.1% | 9.23% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Add +0.0% | 13.48% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $164.3M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q1 2026 | 54 | $148.3M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q4 2025 | 51 | $145.9M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q3 2025 | 51 | $140.9M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q2 2025 | 49 | $130.6M | DFAC, DFIV, DFAT, DFUV, DFUS |
| Q1 2025 | 47 | $116.5M | DFAC, DFAT, DFIV, DFUV, DFUS |
| Q4 2024 | 46 | $114.0M | DFAC, DFAT, DFIV, DFUV, DFUS |