JDH Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.37M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.15M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.09M |
| 4 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$1.07M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.36M |
| 2 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$826K |
| 3 |
ExxonMobil
XOM
|
+$619K |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$435K |
| 5 |
Apple
AAPL
|
+$357K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.75% |
| 2 | Consumer Discretionary | 0.8% |
| 3 | Communication Services | 0.65% |
| 4 | Financials | 0.44% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$640B
| – | – |
-1,495
| Closed | -$248K |
|
52
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| – | – |
-2,976
| Closed | -$246K |
|
|
53
ExxonMobil
XOM
$650B
| – | – |
-5,201
| Closed | -$619K |
|
Similar funds
JDH Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, JDH Wealth Management held 53 positions worth $131M, up 12% from $117M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
JDH Wealth Management deployed $4.47M of net new capital in Q2 2025, opening 6 new positions and adding to 20 existing holdings. Its largest new stake was Dimensional Emerging Core Equity Market ETF: 51,097 shares worth $1.48M.
By sector, the portfolio is most concentrated in Technology at 3.7% of assets, down from 3.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $1.36M trimmed.
- JDH Wealth Management's largest Q2 2025 buy was Dimensional Emerging Core Equity Market ETF: 51,097 shares worth $1.48M.
- JDH Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q2 2025, an estimated $1.15M increase.
- JDH Wealth Management's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.36M.
- JDH Wealth Management fully exited ExxonMobil in Q2 2025, selling an estimated $619K.
- JDH Wealth Management's ten largest holdings make up 70% of its $131M portfolio in Q2 2025.
- JDH Wealth Management opened 6 new positions and closed 4 in Q2 2025.
- JDH Wealth Management's portfolio value rose 12% quarter-over-quarter to $131M.
Based on JDH Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.