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

Currently, JDH Wealth Management, LLC holds 61 types of securities in its portfolio with a total value $164.3M. In the most recent quarter, they have increased their positions in VGIT (+7.7K shares, valued at $455.3K), MU (+346 shares, valued at $399.4K), DFGR (+13.4K shares, valued at $389.2K); decreased their positions in BSVO (-25.2K shares, valued at $736.4K), DFAU (-7.9K shares, valued at $410.7K), DFAT (-5.0K shares, valued at $351.7K); initiated new positions in MU (+346 shares, valued at $399.4K), INTC (+2.2K shares, valued at $303.5K), N/A (+300 shares, valued at $224.1K).

1M P&L

+1.7M+1.05%

3M P&L

+7.7M+4.81%

HY P&L

+18.9M+12.74%

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/A151.6M

93.1%

2Semiconductors4.3M

2.7%

3Consumer Electronics1.9M

1.2%

Top Industries by Stock Count

1N/A37 stocks

66.1%

2Semiconductors6 stocks

10.7%

3Internet Content & Information2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST478.8K shares-1.28%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST287.8K shares-1.46%2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST217.9K shares-2.26%2026-06-302026-07-22

DFUV DIMENSIONAL ETF TRUST213.5K shares-2.48%2026-06-302026-07-22

BSVO EA SERIES TRUST350.0K shares-6.72%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST111.0K shares-1.61%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST98.3K shares-1.01%2026-06-302026-07-22

DFAU DIMENSIONAL ETF TRUST137.6K shares-5.46%2026-06-302026-07-22

Sponsored

DFIC DIMENSIONAL ETF TRUST182.0K shares-2.17%2026-06-302026-07-22

VGIT VANGUARD SCOTTSDALE FDS104.7K shares7.96%2026-06-302026-07-22

DFGR DIMENSIONAL ETF TRUST190.1K shares7.60%2026-06-302026-07-22

DISV DIMENSIONAL ETF TRUST116.8K shares-0.53%2026-06-302026-07-22

DFEM DIMENSIONAL ETF TRUST94.9K shares0.05%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR30.8K shares-2.89%2026-06-302026-07-22

VLUE ISHARES TR16.1K shares-3.53%2026-06-302026-07-22

NVDA NVIDIA CORPORATION12.4K shares2.92%2026-06-302026-07-22

Sponsored

DFAX DIMENSIONAL ETF TRUST53.0K shares-4.42%2026-06-302026-07-22

AAPL APPLE INC6.6K shares5.77%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST45.0K shares-10.24%2026-06-302026-07-22

ITOT ISHARES TR10.5K shares-1.15%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST34.7K shares20.53%2026-06-302026-07-22

EFV ISHARES TR18.4K shares-1.16%2026-06-302026-07-22

DFIS DIMENSIONAL ETF TRUST39.0K shares0.00%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS25.7K shares14.19%2026-06-302026-07-22

Sponsored

VSS VANGUARD INTL EQUITY INDEX F7.9K shares0.00%2026-06-302026-07-22

IVLU ISHARES TR28.6K shares-19.36%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST22.9K shares0.00%2026-06-302026-07-22

DFNM DIMENSIONAL ETF TRUST16.9K shares19.40%2026-06-302026-07-22

AMZN AMAZON COM INC3.1K shares7.39%2026-06-302026-07-22

GOOGL ALPHABET INC1.9K shares5.31%2026-06-302026-07-22

TSLA TESLA INC1.6K shares1.15%2026-06-302026-07-22

VXUS VANGUARD STAR FDS7.8K shares0.00%2026-06-302026-07-22

Sponsored

DFSV DIMENSIONAL ETF TRUST16.2K shares-15.40%2026-06-302026-07-22

MSFT MICROSOFT CORP1.7K shares-13.49%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares5.14%2026-06-302026-07-22

GOOG ALPHABET INC1.3K shares3.57%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.4K shares-0.94%2026-06-302026-07-22

IXUS ISHARES TR4.3K shares-10.85%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC346 sharesnew addition2026-06-302026-07-22

Sponsored

BROADCOM INC BROADCOM INC989 shares-8.00%2026-06-302026-07-22

LLY ELI LILLY & CO294 shares-1.34%2026-06-302026-07-22

RMBS RAMBUS INC DEL2.6K shares0.12%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC600 shares-5.51%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR3.1K shares0.00%2026-06-302026-07-22

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-07-22

FIX COMFORT SYS USA INC150 shares-1.32%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON1.1K shares-15.71%2026-06-302026-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL501 shares16.51%2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND466 shares0.00%2026-06-302026-07-22

DFAR DIMENSIONAL ETF TRUST8.8K shares-13.60%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-06-302026-07-22

WDC WESTERN DIGITAL CORP341 sharesnew addition2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR9.2K sharesnew addition2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC373 sharesnew addition2026-06-302026-07-22

Sponsored

APPLIED MATLS INC APPLIED MATLS INC295 sharesnew addition2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF6.3K shares0.00%2026-06-302026-07-22

KLAC KLA CORP673 sharesnew addition2026-06-302026-07-22

VGSR MANAGER DIRECTED PORTFOLIOS16.4K shares0.00%2026-06-302026-07-22

F FORD MTR CO10.3K shares0.78%2026-06-302026-07-22

DFAC

DIMENSIONAL ETF TRUST

-1.28%

Shares478.8K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

-1.46%

Shares287.8K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

-2.26%

Shares217.9K

Event2026-06-30

Filed2026-07-22

DFUV

DIMENSIONAL ETF TRUST

-2.48%

Shares213.5K

Event2026-06-30

Filed2026-07-22

BSVO

EA SERIES TRUST

-6.72%

Shares350.0K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

-1.61%

Shares111.0K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

-1.01%

Shares98.3K

Event2026-06-30

Filed2026-07-22

DFAU

DIMENSIONAL ETF TRUST

-5.46%

Shares137.6K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

-2.17%

Shares182.0K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

7.96%

Shares104.7K

Event2026-06-30

Filed2026-07-22

DFGR

DIMENSIONAL ETF TRUST

7.60%

Shares190.1K

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

-0.53%

Shares116.8K

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

0.05%

Shares94.9K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

-2.89%

Shares30.8K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

-3.53%

Shares16.1K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

2.92%

Shares12.4K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

-4.42%

Shares53.0K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

5.77%

Shares6.6K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

-10.24%

Shares45.0K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-1.15%

Shares10.5K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

20.53%

Shares34.7K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-1.16%

Shares18.4K

Event2026-06-30

Filed2026-07-22

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares39.0K

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

14.19%

Shares25.7K

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-22

IVLU

ISHARES TR

-19.36%

Shares28.6K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-22

DFNM

DIMENSIONAL ETF TRUST

19.40%

Shares16.9K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

7.39%

Shares3.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

5.31%

Shares1.9K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

1.15%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

-15.40%

Shares16.2K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-13.49%

Shares1.7K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.14%

Shares1.2K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

3.57%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.94%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

-10.85%

Shares4.3K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares346

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-8.00%

Shares989

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-1.34%

Shares294

Event2026-06-30

Filed2026-07-22

RMBS

RAMBUS INC DEL

0.12%

Shares2.6K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-5.51%

Shares600

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

FIX

COMFORT SYS USA INC

-1.32%

Shares150

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-15.71%

Shares1.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

16.51%

Shares501

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares466

Event2026-06-30

Filed2026-07-22

DFAR

DIMENSIONAL ETF TRUST

-13.60%

Shares8.8K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-06-30

Filed2026-07-22

WDC

WESTERN DIGITAL CORP

New

Shares341

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

New

Shares9.2K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares373

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

New

Shares295

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

New

Shares673

Event2026-06-30

Filed2026-07-22

VGSR

MANAGER DIRECTED PORTFOLIOS

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

0.78%

Shares10.3K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available