JDH Wealth Management, LLC holds a focused book of 61 stocks worth $164.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +34% (+21.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show JDH Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning JDH Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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, 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 |
| Kestra Advisory Services, LLC | 64 / 61 | $6.0B |
| Allworth Financial LP | 64 / 61 | $3.8B |
| JPMORGAN CHASE & CO | 63 / 61 | $453.5B |
| ROYAL BANK OF CANADA | 63 / 61 | $127.8B |
| RAYMOND JAMES FINANCIAL INC | 63 / 61 | $61.4B |
Ranked by how many of JDH Wealth Management, LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.