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JDH WEALTH MANAGEMENT, LLC 13F portfolio summary

JDH WEALTH MANAGEMENT, LLC of JDH WEALTH MANAGEMENT, LLC has 54 current stock holdings with a reported portfolio value of $148.3M. The portfolio 1 year return is +22.00%. Top holdings include DFAC (12.71%), DFIV (10.39%), DFAT (9.39%), DFUV (7.15%), BSVO (6.42%).

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JDH WEALTH MANAGEMENT, LLC

JDH WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

JDH WEALTH MANAGEMENT, LLC runs JDH WEALTH MANAGEMENT, LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.30M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JDH WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JDH WEALTH MANAGEMENT, LLC's portfolio at JDH WEALTH MANAGEMENT, LLC has delivered returns of +22.00%. Their 3-year annualized return is +19.62%. Looking at the 5-year horizon, JDH WEALTH MANAGEMENT, LLC has achieved +19.62% annualized returns at JDH WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.00%
#0/1000
3 Year
+19.62%
#0/1000
5 Year
+19.62%
#0/1000

Portfolio Value

$148.30M

Alpha Score

18.3

#0 of 1000

Holdings

54

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change