• 13F History

JDH Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$114M
Signature - Title
Greyson Gibson - Operations Specialist
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by JDH Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JDH Wealth Management, LLC reported 46 stock holdings with total value $114M as of Q4 2024. Top holdings included DFAC, DFAT, DFIV, DFUV, and DFUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 46 $114M $0 $0 DFAC, DFAT, DFIV, DFUV, DFUS 13F-HR 1/22/2025, 01:32 PM