JDH Wealth Management, LLC reported 23 positions worth $14.35M for the quarter ended Sep 30, 2026, up 12.5% on the prior quarter. It opened 3 new positions, added to 15, trimmed 4 and exited 4. Its largest holding is Nvidia Corp at 20.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +1,250 | +19.0% | $416.26K | 18.18% |
| V Visa Inc. | +786 | – | $282.43K | 1.97% |
| CRWD CrowdStrike Holdings, Inc. | +958 | – | $253.63K | 1.77% |
| MRK Merck & Co., Inc. | +1,447 | – | $210.19K | 1.47% |
| MSFT Microsoft Corp | +277 | +16.6% | $142.07K | 6.95% |
| NVDA Nvidia Corp | +507 | +4.1% | $115.79K | 20.59% |
| AMZN Amazon Com Inc | +367 | +11.7% | $91.44K | 6.09% |
| MU Micron Technology Inc | +58 | +16.8% | $61.78K | 3% |
| AMD Advanced Micro Devices Inc | +100 | +26.8% | $61.18K | 2.02% |
| JPM Jpmorgan Chase & Co | +123 | +9.0% | $40.70K | 3.45% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FIX Comfort Systems Usa Inc | -150 | -100.0% | $297.29K | Exited |
| WDC Western Digital Corp | -341 | -100.0% | $217.80K | Exited |
| AMAT Applied Materials Inc | -295 | -100.0% | $213.29K | Exited |
| KLAC Kla Corp | -673 | -100.0% | $203.05K | Exited |
| LLY ELI LILLY & Co | -11 | -3.7% | $12.73K | 2.28% |
| GOOGL Alphabet Inc. | -11 | -0.6% | $3.78K | 4.63% |
| RMBS Rambus Inc | -6 | -0.2% | $640.56 | 1.92% |
| INTC Intel Corp | -3 | -0.1% | $360.68 | 1.82% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 12.9K | $2.95M | 20.59% | +507 | +4.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,830 | $2.61M | 18.18% | +1,250 | +19.0% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 1,945 | $997.59K | 6.95% | +277 | +16.6% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 3,507 | $873.77K | 6.09% | +367 | +11.7% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1,931 | $664.42K | 4.63% | -11 | -0.6% | Reduced | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,270 | $579.36K | 4.04% | +63 | +5.2% | Added | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 1,630 | $578.34K | 4.03% | +42 | +2.6% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 1,497 | $495.37K | 3.45% | +123 | +9.0% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 652 | $472.82K | 3.3% | +52 | +8.7% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 1,344 | $457.96K | 3.19% | +8 | +0.6% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 404 | $430.35K | 3% | +58 | +16.8% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 1,029 | $361.38K | 2.52% | +40 | +4.0% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 283 | $327.45K | 2.28% | -11 | -3.7% | Reduced | 0% |
| 14 | IBIT iShares Bitcoin Trust ETF | Others | 6,297 | $298.10K | 2.08% | 0 | 0.0% | Unchanged | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 473 | $289.36K | 2.02% | +100 | +26.8% | Added | 0% |
Tip. Select a row to see that position’s full history at JDH Wealth Management.
As of its Q3 2026 13F filing, JDH Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 20.6%, Apple Inc. (AAPL) at 18.2%, Microsoft Corp (MSFT) at 7.0%, Amazon Com Inc (AMZN) at 6.1%, Alphabet Inc. (GOOGL) at 4.6% of the reported portfolio.
JDH Wealth Management, LLC reported a 13F portfolio worth $14.35M across 23 positions for Q3 2026. That is up 12.5% from the previous quarter.
Its largest purchases by value were Apple Inc. ($416.26K), Visa Inc. ($282.43K), CrowdStrike Holdings, Inc. ($253.63K). It opened 3 new positions.
Its largest sales by value were Comfort Systems Usa Inc ($297.29K), Western Digital Corp ($217.80K), Applied Materials Inc ($213.29K). It exited 4 positions entirely.
From the Form 13F-HR reports JDH Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.