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The Analysis of JDH Wealth Management, LLC's Holdings & P&L

Currently, JDH Wealth Management, LLC holds 54 types of securities in its portfolio with a total value $148.3M. In the most recent quarter, they have increased their positions in VGIT (+11.9K shares, valued at $711.4K), LLY (+298 shares, valued at $274.1K), DFSD (+4.8K shares, valued at $229.7K); decreased their positions in DFAC (-11.7K shares, valued at $455.2K), DFIV (-6.7K shares, valued at $355.4K), IVLU (-8.2K shares, valued at $325.5K); initiated new positions in LLY (+298 shares, valued at $274.1K), FIX (+152 shares, valued at $209.6K), N/A (+430 shares, valued at $206.1K).

1M P&L

+5.6M+3.57%

3M P&L

+7.0M+4.52%

HY P&L

+19.4M+13.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.7M

94.5%

2Semiconductors2.7M

1.8%

3Consumer Electronics1.6M

1.1%

Top Industries by Stock Count

1N/A36 stocks

72.0%

2Semiconductors3 stocks

6.0%

3Drug Manufacturers - General2 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST485.0K shares-2.36%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST292.1K shares-2.25%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST222.9K shares-1.41%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST218.9K shares-2.32%2026-03-312026-04-16

BSVO EA SERIES TRUST375.3K shares-1.70%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST112.8K shares-0.68%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST99.3K shares-0.07%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST186.0K shares-3.44%2026-03-312026-04-16

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DFAU DIMENSIONAL ETF TRUST145.5K shares1.19%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS97.0K shares14.05%2026-03-312026-04-16

DFGR DIMENSIONAL ETF TRUST176.7K shares5.10%2026-03-312026-04-16

DISV DIMENSIONAL ETF TRUST117.5K shares-6.24%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR31.7K shares-1.01%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST94.9K shares-3.54%2026-03-312026-04-16

VLUE ISHARES TR16.7K shares0.00%2026-03-312026-04-16

NVDA NVIDIA CORPORATION12.1K shares2.03%2026-03-312026-04-16

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DFAX DIMENSIONAL ETF TRUST55.5K shares-3.09%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST50.2K shares0.00%2026-03-312026-04-16

AAPL APPLE INC6.2K shares1.70%2026-03-312026-04-16

ITOT ISHARES TR10.6K shares-0.01%2026-03-312026-04-16

IVLU ISHARES TR35.4K shares-18.79%2026-03-312026-04-16

EFV ISHARES TR18.6K shares-1.31%2026-03-312026-04-16

DFSD DIMENSIONAL ETF TRUST28.8K shares20.00%2026-03-312026-04-16

DFIS DIMENSIONAL ETF TRUST39.0K shares2.36%2026-03-312026-04-16

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VSS VANGUARD INTL EQUITY INDEX F7.9K shares-0.19%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS22.5K shares17.64%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST22.9K shares-3.57%2026-03-312026-04-16

MSFT MICROSOFT CORP1.9K shares35.20%2026-03-312026-04-16

DFNM DIMENSIONAL ETF TRUST14.1K shares13.66%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST19.2K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC2.9K shares1.81%2026-03-312026-04-16

VXUS VANGUARD STAR FDS7.8K shares-1.59%2026-03-312026-04-16

Sponsored

TSLA TESLA INC1.6K shares0.71%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.8K shares25.96%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2026-03-312026-04-16

IXUS ISHARES TR4.8K shares-8.11%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO1.4K shares21.56%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares5.03%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.3K shares2.63%2026-03-312026-04-16

META META PLATFORMS INC635 shares15.25%2026-03-312026-04-16

Sponsored

BROADCOM INC BROADCOM INC1.1K shares32.72%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.3K shares22.42%2026-03-312026-04-16

AVDV AMERICAN CENTY ETF TR3.1K shares-1.94%2026-03-312026-04-16

LLY ELI LILLY & CO298 sharesnew addition2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF6.3K shares-2.28%2026-03-312026-04-16

DFAR DIMENSIONAL ETF TRUST10.2K shares-15.32%2026-03-312026-04-16

DHR DANAHER CORP DEL1.3K shares4.55%2026-03-312026-04-16

RMBS RAMBUS INC DEL2.6K shares0.35%2026-03-312026-04-16

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.6K shares-2.59%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND466 shares0.00%2026-03-312026-04-16

FIX COMFORT SYS USA INC152 sharesnew addition2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL430 sharesnew addition2026-03-312026-04-16

VGSR MANAGER DIRECTED PORTFOLIOS16.4K shares0.00%2026-03-312026-04-16

F FORD MTR CO10.2K shares-0.16%2026-03-312026-04-16

DFAC

DIMENSIONAL ETF TRUST

-2.36%

Shares485.0K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

-2.25%

Shares292.1K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-1.41%

Shares222.9K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

-2.32%

Shares218.9K

Event2026-03-31

Filed2026-04-16

BSVO

EA SERIES TRUST

-1.70%

Shares375.3K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

-0.68%

Shares112.8K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

-0.07%

Shares99.3K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

-3.44%

Shares186.0K

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL ETF TRUST

1.19%

Shares145.5K

Event2026-03-31

Filed2026-04-16

VGIT

VANGUARD SCOTTSDALE FDS

14.05%

Shares97.0K

Event2026-03-31

Filed2026-04-16

DFGR

DIMENSIONAL ETF TRUST

5.10%

Shares176.7K

Event2026-03-31

Filed2026-04-16

DISV

DIMENSIONAL ETF TRUST

-6.24%

Shares117.5K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

-1.01%

Shares31.7K

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL ETF TRUST

-3.54%

Shares94.9K

Event2026-03-31

Filed2026-04-16

VLUE

ISHARES TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.03%

Shares12.1K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

-3.09%

Shares55.5K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares50.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

1.70%

Shares6.2K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-0.01%

Shares10.6K

Event2026-03-31

Filed2026-04-16

IVLU

ISHARES TR

-18.79%

Shares35.4K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

-1.31%

Shares18.6K

Event2026-03-31

Filed2026-04-16

DFSD

DIMENSIONAL ETF TRUST

20.00%

Shares28.8K

Event2026-03-31

Filed2026-04-16

DFIS

DIMENSIONAL ETF TRUST

2.36%

Shares39.0K

Event2026-03-31

Filed2026-04-16

VSS

VANGUARD INTL EQUITY INDEX F

-0.19%

Shares7.9K

Event2026-03-31

Filed2026-04-16

VTIP

VANGUARD MALVERN FDS

17.64%

Shares22.5K

Event2026-03-31

Filed2026-04-16

DFAI

DIMENSIONAL ETF TRUST

-3.57%

Shares22.9K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

35.20%

Shares1.9K

Event2026-03-31

Filed2026-04-16

DFNM

DIMENSIONAL ETF TRUST

13.66%

Shares14.1K

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares19.2K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

1.81%

Shares2.9K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

-1.59%

Shares7.8K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

0.71%

Shares1.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

25.96%

Shares1.8K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-16

IXUS

ISHARES TR

-8.11%

Shares4.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

21.56%

Shares1.4K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.03%

Shares1.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

2.63%

Shares1.3K

Event2026-03-31

Filed2026-04-16