JDH Wealth Management, LLC
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 165,424
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 59 | 165,424 | 13F-HR | JDH Wealth Management, LLC |
| Q2 2026 | 7/22/2026 | 61 | 164,330 | 13F-HR | JDH Wealth Management, LLC |
| Q1 2026 | 4/16/2026 | 54 | 148,303 | 13F-HR | JDH Wealth Management, LLC |
| Q4 2025 | 1/5/2026 | 51 | 145,854 | 13F-HR | JDH Wealth Management, LLC |
| Q3 2025 | 10/30/2025 | 51 | 140,878 | 13F-HR | JDH Wealth Management, LLC |
| Q2 2025 | 8/1/2025 | 49 | 130,582 | 13F-HR | JDH Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.81 K | 9.0% | 2.082 K | 0 | 2.082 K |
| ETFs | 150.6 K | 91.0% | 0 | 991 | -991 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
165,424
Holdings
59
QoQ value change ($000)
1,094
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.