13F Filings History of JDH Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$145,854,327
Signature - Title
Matthew Delaney - Managing Partner
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 51 stock holdings with total value $145,854,327 as of Q4 2025. Top holdings included DFAC, DFIV, DFAT, DFUV, and BSVO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $145,854,327 +$1,482,163 -$1,160,594 +$321,569 DFAC, DFIV, DFAT, DFUV, BSVO 13F-HR 05 Jan 2026, 13:22
Q3 2025 51 $140,877,850 +$2,963,689 -$2,813,711 +$149,978 DFAC, DFIV, DFAT, DFUV, BSVO 13F-HR 29 Oct 2025, 18:20
Q2 2025 49 $130,581,809 +$10,558,716 -$5,721,510 +$4,837,206 DFAC, DFIV, DFAT, DFUV, DFUS 13F-HR 01 Aug 2025, 16:03
Q1 2025 47 $116,547,078 +$6,019,810 -$1,285,287 +$4,734,523 DFAC, DFAT, DFIV, DFUV, DFUS 13F-HR 02 May 2025, 18:33
Q4 2024 46 $114,034,745 $0 $0 $0 DFAC, DFAT, DFIV, DFUV, DFUS 13F-HR 22 Jan 2025, 13:32