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JDH Wealth Management, LLC

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13F filer, CIK 2022512, SANTA ROSA, CA

JDH Wealth Management, LLC reported $140,877,850 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 69.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002022512-25-000007

Period
2025-09-30
Reported value
$141M
Holdings
51
Top 10 weight
69.15%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGITadded+12,841$771K
BSVOadded+22,078$500K
DFGRadded+11,458$313K
DFEMadded+9,221$296K
RMBSnew+2,572$268K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-3,059-$779K
DFATreduced-6,876-$400K
DFIVreduced-6,430-$297K
DFAXreduced-8,678-$272K
DFUSreduced-2,890-$209K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002022512-25-000007, largest first. % of portfolio is the value over $140,877,850, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547,067 shares; 2025Q1: 537,068 shares; 2025Q2: 496,230 shares; 2025Q3: 496,598 shares 496,598$19.2M13.6%+368Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308,458 shares; 2025Q1: 308,464 shares; 2025Q2: 307,839 shares; 2025Q3: 301,409 shares 301,409$13.9M9.87%-6,430Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244,124 shares; 2025Q1: 241,312 shares; 2025Q2: 232,777 shares; 2025Q3: 225,901 shares 225,901$13.1M9.33%-6,876Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211,265 shares; 2025Q1: 215,014 shares; 2025Q2: 227,770 shares; 2025Q3: 225,483 shares 225,483$10.1M7.15%-2,287Timeline
BSVOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,082 shares; 2025Q1: 298,660 shares; 2025Q2: 354,933 shares; 2025Q3: 377,011 shares 377,011$8.54M6.06%+22,078Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,699 shares; 2025Q1: 111,675 shares; 2025Q2: 116,327 shares; 2025Q3: 113,437 shares 113,437$8.22M5.83%-2,890Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,349 shares; 2025Q1: 94,551 shares; 2025Q2: 99,811 shares; 2025Q3: 99,767 shares 99,767$6.83M4.85%-44Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,155 shares; 2025Q1: 117,978 shares; 2025Q2: 145,703 shares; 2025Q3: 144,058 shares 144,058$6.59M4.68%-1,645Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,304 shares; 2025Q1: 176,343 shares; 2025Q2: 188,850 shares; 2025Q3: 193,954 shares 193,954$6.36M4.51%+5,104Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,874 shares; 2025Q1: 52,894 shares; 2025Q2: 63,763 shares; 2025Q3: 76,604 shares 76,604$4.6M3.26%+12,841Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,638 shares; 2025Q1: 122,113 shares; 2025Q2: 130,029 shares; 2025Q3: 128,471 shares 128,471$4.59M3.25%-1,558Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,233 shares; 2025Q1: 138,336 shares; 2025Q2: 144,375 shares; 2025Q3: 155,833 shares 155,833$4.26M3.02%+11,458Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,042 shares; 2025Q1: 30,989 shares; 2025Q2: 33,614 shares; 2025Q3: 32,277 shares 32,277$3.21M2.28%-1,337Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,390 shares; 2025Q1: 120,354 shares; 2025Q2: 90,304 shares; 2025Q3: 99,525 shares 99,525$3.19M2.27%+9,221Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,926 shares; 2025Q1: 13,895 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares 11,833$2.21M1.57%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,884 shares; 2025Q1: 15,884 shares; 2025Q2: 17,838 shares; 2025Q3: 17,122 shares 17,122$2.14M1.52%-716Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,901 shares; 2025Q1: 70,458 shares; 2025Q2: 66,146 shares; 2025Q3: 57,468 shares 57,468$1.8M1.28%-8,678Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,346 shares; 2025Q1: 47,346 shares; 2025Q2: 48,834 shares; 2025Q3: 46,846 shares 46,846$1.66M1.18%-1,988Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,097 shares; 2025Q3: 50,163 shares 50,163$1.58M1.12%-934Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,404 shares; 2025Q2: 11,656 shares; 2025Q3: 10,599 shares 10,599$1.54M1.1%-1,057Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,478 shares; 2025Q1: 10,885 shares; 2025Q2: 9,116 shares; 2025Q3: 6,057 shares 6,057$1.54M1.09%-3,059Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 19,621 shares; 2025Q3: 19,310 shares 19,310$1.31M0.93%-311Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,158 shares; 2025Q1: 37,355 shares; 2025Q2: 38,062 shares; 2025Q3: 38,328 shares 38,328$1.21M0.86%+266Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,692 shares; 2025Q1: 14,571 shares; 2025Q2: 21,393 shares; 2025Q3: 25,057 shares 25,057$1.21M0.86%+3,664Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares 7,951$1.13M0.8%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,601 shares; 2025Q1: 13,497 shares; 2025Q2: 15,816 shares; 2025Q3: 19,291 shares 19,291$977K0.69%+3,475Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 25,368 shares; 2025Q3: 25,368 shares 25,368$922K0.65%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,627 shares; 2025Q2: 1,373 shares; 2025Q3: 1,433 shares 1,433$742K0.53%+60Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,462 shares; 2025Q2: 1,589 shares; 2025Q3: 1,559 shares 1,559$693K0.49%-30Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,182 shares; 2025Q3: 19,182 shares 19,182$611K0.43%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares 7,880$579K0.41%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,805 shares; 2025Q1: 2,806 shares; 2025Q2: 2,484 shares; 2025Q3: 2,517 shares 2,517$553K0.39%+33Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,397 shares; 2025Q1: 6,397 shares; 2025Q2: 5,703 shares; 2025Q3: 5,703 shares 5,703$471K0.33%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 14,523 shares; 2025Q2: 7,511 shares; 2025Q3: 9,016 shares 9,016$433K0.31%+1,505Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,444 shares 6,444$419K0.3%+147Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares 6,583$394K0.28%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 519 shares; 2025Q1: 617 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503$369K0.26%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares 1,141$360K0.26%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,533 shares; 2025Q2: 1,439 shares; 2025Q3: 1,464 shares 1,464$356K0.25%+25Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,900 shares; 2025Q1: 4,915 shares; 2025Q2: 4,219 shares; 2025Q3: 3,734 shares 3,734$332K0.24%-485Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,256 shares 1,256$306K0.22%+19Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares 1,093$305K0.22%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,360 shares; 2025Q1: 12,361 shares; 2025Q2: 12,025 shares; 2025Q3: 12,028 shares 12,028$287K0.2%+3Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,572 shares 2,572$268K0.19%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 810 shares 810$267K0.19%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 513 shares; 2025Q3: 504 shares 504$253K0.18%-9Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,118 shares; 2025Q2: 1,082 shares; 2025Q3: 1,189 shares 1,189$236K0.17%+107Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,035 shares; 2025Q1: 2,233 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares 1,617$223K0.16%+3Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 466 shares 466$216K0.15%0Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,127 shares; 2025Q1: 22,211 shares; 2025Q2: 22,211 shares; 2025Q3: 16,432 shares 16,432$175K0.12%-5,779Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,529 shares; 2025Q1: 10,213 shares; 2025Q2: not reported; 2025Q3: 10,129 shares 10,129$121K0.09%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002022512-25-000007 base2025-10-30acceptance time not in the bulk data set