JDH Wealth Management, LLC - Portfolio Stock Holdings
JDH Wealth Management, LLC disclosed 62 stock positions in a recent SEC 13F filing. $164,330,182 of stock holdings were filed, with the largest holdings including DFAC, DFIV, and DFAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $494,918,850 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
62Est. Stock Holding Value:
$164,330,182Top Stock Holdings By Sector
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Portfolio Stock Holdings - JDH Wealth Management, LLC
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