JDH Wealth Management, LLCETFConcentrated long-term

CIK: 0002022512 | SANTA ROSA, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	59	$165.4M	2026-10-20	SEC ↗
Q2 2026	13F-HR	61	$164.3M	2026-07-22	SEC ↗
Q1 2026	13F-HR	54	$148.3M	2026-04-16	SEC ↗
Q4 2025	13F-HR	51	$145.9M	2026-01-05	SEC ↗
Q3 2025	13F-HR	51	$140.9M	2025-10-30	SEC ↗
Q2 2025	13F-HR	49	$130.6M	2025-08-01	SEC ↗
Q1 2025	13F-HR	47	$116.5M	2025-05-05	SEC ↗
Q4 2024	13F-HR	46	$114.0M	2025-01-22	SEC ↗