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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IXUS ISHARES TR 4,283.0 $409K 0.25% -521.0 -10.8% $95.44 +2.4%
22 AVGO BROADCOM INC Technology 989.0 $374K 0.23% -86.0 -8.0% $377.75 -2.4%
23 LLY ELI LILLY & CO Healthcare 294.0 $353K 0.21% -4.0 -1.3% $1199.43 -2.2%
24 META META PLATFORMS INC Communication Services 600.0 $338K 0.21% -35.0 -5.5% $563.29 +2.6%
25 FIX COMFORT SYS USA INC Industrials 150.0 $297K 0.18% -2.0 -1.3% $1981.95 -23.4%
26 JNJ JOHNSON & JOHNSON Healthcare 1,068.0 $271K 0.17% -199.0 -15.7% $253.97 +5.5%
27 DFAR DIMENSIONAL ETF TRUST 8,790.0 $230K 0.14% -1K -13.6% $26.16 -0.0%
Page 2 of 2  ·  27 positions

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%