JDH Wealth Management, LLC holds a focused book of 61 stocks worth $164.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as JDH Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 64 / 61 | $464.3B |
| LPL Financial LLC | 64 / 61 | $55.3B |
| Osaic Holdings, Inc. | 64 / 61 | $12.5B |
| Savant Capital, LLC | 64 / 61 | $10.1B |
| Focus Partners Advisor Solutions, LLC | 64 / 61 | $7.7B |
| Kestra Advisory Services, LLC | 64 / 61 | $6.0B |
| Allworth Financial LP | 64 / 61 | $3.8B |
| JPMorgan Chase & Co | 63 / 61 | $453.5B |
Ranked by the share of each fund's own book sitting in the names it shares with JDH Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $21.2M | 478.8K | 12.9% | ▼−1.3% Reduced · −6K sh | |
| 2 | Dimensional ETF Trust INTERNATNAL VAL | $15.5M | 287.8K | 9.5% | ▼−1.4% Reduced · −4K sh | |
| 3 | Dimensional ETF Trust US TARGETED VLU | $15.2M | 217.9K | 9.3% | ▼−2.3% Reduced · −5K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $11.7M | 213.5K | 7.1% | ▼−2.5% Reduced · −5K sh | |
| 5 | Ea Series Trust BRID OMN SMA ETF | $10.2M | 350.0K | 6.2% | ▼−6.7% Reduced · −25K sh | |
| 6 | Dimensional ETF Trust US EQUI MARK ETF | $9.1M | 111.0K | 5.5% | ▼−1.6% Reduced · −2K sh | |
| 7 | Dimensional ETF Trust US SMALL CAP ETF | $8.1M | 98.3K | 4.9% | ▼−1.0% Reduced · −998 sh | |
| 8 | Dimensional ETF Trust US CORE EQT MKT | $7.1M | 137.6K | 4.3% | ▼−5.5% Reduced · −8K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQUITY | $6.8M | 182.0K | 4.1% | ▼−2.2% Reduced · −4K sh | |
| 10 | Vanguard Scottsdale FDS INTER TERM TREAS | $6.2M | 104.7K | 3.8% | ▲+8.0% Added · +8K sh | |
| 11 | Dimensional ETF Trust GLOBAL REAL EST | $5.5M | 190.1K | 3.4% | ▲+7.6% Added · +13K sh | |
| 12 | Dimensional ETF Trust INTL SMALL CAP V | $4.7M | 116.8K | 2.9% | ▼−0.5% Reduced · −625 sh | |
| 13 | Dimensional ETF Trust EMERGING MKTS CO | $3.9M | 94.9K | 2.3% | ▲~0% Added · +44 sh | |
| 14 | American Centy ETF TR US SML CP VALU | $3.8M | 30.8K | 2.3% | ▼−2.9% Reduced · −918 sh | |
| 15 | Ishares TR MSCI USA VALUE | $3.2M | 16.1K | 2.0% | ▼−3.5% Reduced · −589 sh | |
| 16 | Nvidia Corporation COM | $2.5M | 12.4K | 1.5% | ▲+2.9% Added · +353 sh | |
| 17 | Dimensional ETF Trust WORLD EX US CORE | $2.0M | 53.0K | 1.2% | ▼−4.4% Reduced · −2K sh | |
| 18 | Apple Inc COM | $1.9M | 6.6K | 1.2% | ▲+5.8% Added · +359 sh | |
| 19 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.8M | 45.0K | 1.1% | ▼−10% Reduced · −5K sh | |
| 20 | Ishares TR CORE S&P TTL STK | $1.7M | 10.5K | 1.0% | ▼−1.1% Reduced · −122 sh | |
| 21 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.7M | 34.7K | 1.0% | ▲+21% Added · +6K sh | |
| 22 | Ishares TR EAFE VALUE ETF | $1.4M | 18.4K | 0.9% | ▼−1.2% Reduced · −217 sh | |
| 23 | Dimensional ETF Trust INTL SMALL CAP E | $1.4M | 39.0K | 0.8% | —Held | |
| 24 | Vanguard Malvern FDS STRM INFPROIDX | $1.3M | 25.7K | 0.8% | ▲+14% Added · +3K sh | |
| 25 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $1.2M | 7.9K | 0.7% | —Held | |
| 26 | Ishares TR MSCI INTL VLU FT | $1.2M | 28.6K | 0.7% | ▼−19% Reduced · −7K sh | |
| 27 | Dimensional ETF Trust INTL CORE EQT MK | $946K | 22.9K | 0.6% | —Held | |
| 28 | Dimensional ETF Trust NATL MUN BD ETF | $815K | 16.9K | 0.5% | ▲+19% Added · +3K sh | |
| 29 | Amazon Com Inc COM | $748K | 3.1K | 0.5% | ▲+7.4% Added · +216 sh | |
| 30 | Alphabet Inc CAP STK CL A | $694K | 1.9K | 0.4% | ▲+5.3% Added · +98 sh | |
| 31 | Tesla Inc COM | $668K | 1.6K | 0.4% | ▲+1.1% Added · +18 sh | |
| 32 | Vanguard Star FDS VG TL INTL STK F | $663K | 7.8K | 0.4% | —Held | |
| 33 | Dimensional ETF Trust US SMALL CAP ETF | $629K | 16.2K | 0.4% | ▼−15% Reduced · −3K sh | |
| 34 | Microsoft Corp COM | $622K | 1.7K | 0.4% | ▼−13% Reduced · −260 sh | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $576K | 1.2K | 0.4% | ▲+5.1% Added · +59 sh | |
| 36 | Alphabet Inc CAP STK CL C | $472K | 1.3K | 0.3% | ▲+3.6% Added · +46 sh | |
| 37 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $469K | 6.6K | 0.3% | —Held | |
| 38 | JPMorgan Chase & Co COM | $450K | 1.4K | 0.3% | ▼−0.9% Reduced · −13 sh | |
| 39 | Ishares TR CORE MSCI TOTAL | $409K | 4.3K | 0.2% | ▼−11% Reduced · −521 sh | |
| 40 | Micron Technology Inc COM | $399K | 346 | 0.2% | ▲New New position | |
| 41 | Broadcom Inc COM | $374K | 989 | 0.2% | ▼−8.0% Reduced · −86 sh | |
| 42 | Eli Lilly & Co COM | $353K | 294 | 0.2% | ▼−1.3% Reduced · −4 sh | |
| 43 | Rambus Inc Del COM | $343K | 2.6K | 0.2% | ▲+0.1% Added · +3 sh | |
| 44 | Meta Platforms Inc CL A | $338K | 600 | 0.2% | ▼−5.5% Reduced · −35 sh | |
| 45 | American Centy ETF TR INTL SMCP VLU | $318K | 3.1K | 0.2% | —Held | |
| 46 | Intel Corp COM | $304K | 2.2K | 0.2% | ▲New New position | |
| 47 | Comfort Sys USA Inc COM | $297K | 150 | 0.2% | ▼−1.3% Reduced · −2 sh | |
| 48 | Johnson & Johnson COM | $271K | 1.1K | 0.2% | ▼−16% Reduced · −199 sh | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $251K | 501 | 0.2% | ▲+17% Added · +71 sh | |
| 50 | Vanguard Intl Equity Index F TT WRLD ST ETF | $248K | 1.6K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022512/holdings"
Use Arkolith to show JDH Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 61 | $164.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 54 | $148.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 51 | $145.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 51 | $140.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 49 | $130.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 47 | $116.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 46 | $114.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.