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Portfolio (Quarterly)
Guide ↗
JDH Wealth Management, LLC
·
CIK 0002022512
13F Portfolio
$164M AUM
61 positions
Filed Jul 22, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
8 New
14 Added
27 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
DHR
DANAHER CORP DEL
Healthcare
1,264
$240K
0.16%
SOLD
Sector Allocation
Technology
62.9%
Consumer Cyclical
12.5%
Financial Services
9.0%
Communication Services
8.3%
Healthcare
5.0%
Industrials
2.4%