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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 346.0 $399K 0.24% NEW $1154.29 -19.2%
2 INTC INTEL CORP Technology 2,174.0 $304K 0.18% NEW $139.63 -35.9%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 300.0 $224K 0.14% NEW $747.15 +3.0%
4 WDC WESTERN DIGITAL CORP Technology 341.0 $218K 0.13% NEW $638.72 -28.1%
5 SCHH SCHWAB STRATEGIC TR 9,177.0 $217K 0.13% NEW $23.68 +0.3%
6 AMD ADVANCED MICRO DEVICES INC Technology 373.0 $217K 0.13% NEW $580.91 -19.9%
7 AMAT APPLIED MATLS INC Technology 295.0 $213K 0.13% NEW $723.00 -36.1%
8 KLAC KLA CORP Technology 673.0 $203K 0.12% NEW $301.71 -41.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 62.9%
Consumer Cyclical 12.5%
Financial Services 9.0%
Communication Services 8.3%
Healthcare 5.0%
Industrials 2.4%