JDH Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Santa Rosa, CA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$148,303
Net value change ($000)
+2,449 (1.7%)
New positions
3
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 679 13.3%
BSVO 625 7.0%
DFIV 505 3.4%
DFAT 459 3.4%
LLY 274 NEW
DFGR 255 5.7%
AVUV 237 7.3%
DFSD 228 19.8%
FIX 210 NEW
BRK-B 206 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -818 -4.2%
DFUS -425 -5.0%
IVLU -255 -15.4%
DFAU -164 -2.4%
DISV -127 -2.7%
TSLA -117 -16.7%
NVDA -101 -4.6%
AAPL -84 -5.1%
IBIT -78 -24.4%
ITOT -67 -4.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type