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JDH Wealth Management, LLC

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13F filer, CIK 2022512, SANTA ROSA, CA

JDH Wealth Management, LLC reported $145,854,327 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-05. Its ten largest share positions make up 69.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002022512-26-000001

Period
2025-12-31
Reported value
$146M
Holdings
51
Top 10 weight
69.37%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGITadded+8,413$504K
DFGRadded+12,299$325K
JNJnew+1,035$214K
DFNMadded+3,403$164K
BSVOadded+4,773$111K

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
BRK-Bexited-504-$253K
DFIVreduced-2,607-$130K
IVLUreduced-3,204-$122K
DISVreduced-3,198-$122K
DFUVreduced-1,367-$63.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0002022512-26-000001, largest first. % of portfolio is the value over $145,854,327, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547,067 shares; 2025Q1: 537,068 shares; 2025Q2: 496,230 shares; 2025Q3: 496,598 shares; 2025Q4: 496,744 shares 496,744$19.7M13.48%+146Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308,458 shares; 2025Q1: 308,464 shares; 2025Q2: 307,839 shares; 2025Q3: 301,409 shares; 2025Q4: 298,802 shares 298,802$14.9M10.22%-2,607Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244,124 shares; 2025Q1: 241,312 shares; 2025Q2: 232,777 shares; 2025Q3: 225,901 shares; 2025Q4: 226,128 shares 226,128$13.5M9.23%+227Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211,265 shares; 2025Q1: 215,014 shares; 2025Q2: 227,770 shares; 2025Q3: 225,483 shares; 2025Q4: 224,116 shares 224,116$10.4M7.16%-1,367Timeline
BSVOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,082 shares; 2025Q1: 298,660 shares; 2025Q2: 354,933 shares; 2025Q3: 377,011 shares; 2025Q4: 381,784 shares 381,784$8.9M6.1%+4,773Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,699 shares; 2025Q1: 111,675 shares; 2025Q2: 116,327 shares; 2025Q3: 113,437 shares; 2025Q4: 113,541 shares 113,541$8.42M5.77%+104Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,349 shares; 2025Q1: 94,551 shares; 2025Q2: 99,811 shares; 2025Q3: 99,767 shares; 2025Q4: 99,321 shares 99,321$6.92M4.74%-446Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,155 shares; 2025Q1: 117,978 shares; 2025Q2: 145,703 shares; 2025Q3: 144,058 shares; 2025Q4: 143,799 shares 143,799$6.73M4.61%-259Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,304 shares; 2025Q1: 176,343 shares; 2025Q2: 188,850 shares; 2025Q3: 193,954 shares; 2025Q4: 192,625 shares 192,625$6.64M4.55%-1,329Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,874 shares; 2025Q1: 52,894 shares; 2025Q2: 63,763 shares; 2025Q3: 76,604 shares; 2025Q4: 85,017 shares 85,017$5.1M3.49%+8,413Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,638 shares; 2025Q1: 122,113 shares; 2025Q2: 130,029 shares; 2025Q3: 128,471 shares; 2025Q4: 125,273 shares 125,273$4.76M3.26%-3,198Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,233 shares; 2025Q1: 138,336 shares; 2025Q2: 144,375 shares; 2025Q3: 155,833 shares; 2025Q4: 168,132 shares 168,132$4.44M3.05%+12,299Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,042 shares; 2025Q1: 30,989 shares; 2025Q2: 33,614 shares; 2025Q3: 32,277 shares; 2025Q4: 32,047 shares 32,047$3.27M2.24%-230Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,390 shares; 2025Q1: 120,354 shares; 2025Q2: 90,304 shares; 2025Q3: 99,525 shares; 2025Q4: 98,378 shares 98,378$3.25M2.23%-1,147Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,884 shares; 2025Q1: 15,884 shares; 2025Q2: 17,838 shares; 2025Q3: 17,122 shares; 2025Q4: 16,683 shares 16,683$2.28M1.56%-439Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,926 shares; 2025Q1: 13,895 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,833 shares 11,833$2.21M1.51%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,901 shares; 2025Q1: 70,458 shares; 2025Q2: 66,146 shares; 2025Q3: 57,468 shares; 2025Q4: 57,269 shares 57,269$1.87M1.29%-199Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,478 shares; 2025Q1: 10,885 shares; 2025Q2: 9,116 shares; 2025Q3: 6,057 shares; 2025Q4: 6,117 shares 6,117$1.66M1.14%+60Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,346 shares; 2025Q1: 47,346 shares; 2025Q2: 48,834 shares; 2025Q3: 46,846 shares; 2025Q4: 43,642 shares 43,642$1.66M1.14%-3,204Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,097 shares; 2025Q3: 50,163 shares; 2025Q4: 50,163 shares 50,163$1.63M1.12%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,404 shares; 2025Q2: 11,656 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares 10,599$1.58M1.08%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 19,621 shares; 2025Q3: 19,310 shares; 2025Q4: 18,888 shares 18,888$1.35M0.92%-422Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,158 shares; 2025Q1: 37,355 shares; 2025Q2: 38,062 shares; 2025Q3: 38,328 shares; 2025Q4: 38,130 shares 38,130$1.26M0.86%-198Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,692 shares; 2025Q1: 14,571 shares; 2025Q2: 21,393 shares; 2025Q3: 25,057 shares; 2025Q4: 23,995 shares 23,995$1.15M0.79%-1,062Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares 7,951$1.14M0.78%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,601 shares; 2025Q1: 13,497 shares; 2025Q2: 15,816 shares; 2025Q3: 19,291 shares; 2025Q4: 19,167 shares 19,167$948K0.65%-124Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 25,368 shares; 2025Q3: 25,368 shares; 2025Q4: 23,781 shares 23,781$906K0.62%-1,587Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,462 shares; 2025Q2: 1,589 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares 1,559$701K0.48%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,627 shares; 2025Q2: 1,373 shares; 2025Q3: 1,433 shares; 2025Q4: 1,426 shares 1,426$690K0.47%-7Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,805 shares; 2025Q1: 2,806 shares; 2025Q2: 2,484 shares; 2025Q3: 2,517 shares; 2025Q4: 2,872 shares 2,872$663K0.45%+355Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,182 shares; 2025Q3: 19,182 shares; 2025Q4: 19,182 shares 19,182$631K0.43%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 14,523 shares; 2025Q2: 7,511 shares; 2025Q3: 9,016 shares; 2025Q4: 12,419 shares 12,419$598K0.41%+3,403Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares; 2025Q4: 7,880 shares 7,880$594K0.41%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,533 shares; 2025Q2: 1,439 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares 1,464$458K0.31%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,397 shares; 2025Q1: 6,397 shares; 2025Q2: 5,703 shares; 2025Q3: 5,703 shares; 2025Q4: 5,228 shares 5,228$442K0.3%-475Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares 6,583$411K0.28%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,256 shares; 2025Q4: 1,257 shares 1,257$394K0.27%+1Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares 1,141$368K0.25%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 519 shares; 2025Q1: 617 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 551 shares 551$364K0.25%+48Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093$332K0.23%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,444 shares; 2025Q4: 6,444 shares 6,444$320K0.22%0Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,900 shares; 2025Q1: 4,915 shares; 2025Q2: 4,219 shares; 2025Q3: 3,734 shares; 2025Q4: 3,151 shares 3,151$296K0.2%-583Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810$280K0.19%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,118 shares; 2025Q2: 1,082 shares; 2025Q3: 1,189 shares; 2025Q4: 1,209 shares 1,209$277K0.19%+20Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,360 shares; 2025Q1: 12,361 shares; 2025Q2: 12,025 shares; 2025Q3: 12,028 shares; 2025Q4: 12,014 shares 12,014$275K0.19%-14Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,572 shares; 2025Q4: 2,570 shares 2,570$236K0.16%-2Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,035 shares; 2025Q1: 2,233 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares; 2025Q4: 1,620 shares 1,620$229K0.16%+3Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466$224K0.15%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035$214K0.15%newTimeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,127 shares; 2025Q1: 22,211 shares; 2025Q2: 22,211 shares; 2025Q3: 16,432 shares; 2025Q4: 16,432 shares 16,432$171K0.12%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,529 shares; 2025Q1: 10,213 shares; 2025Q2: not reported; 2025Q3: 10,129 shares; 2025Q4: 10,239 shares 10,239$134K0.09%+110Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL504$253Kshares

How Q4 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 0002022512-26-000001 base2026-01-05acceptance time not in the bulk data set