JDH Wealth Management, LLC
Filing Date
Global Rank
#7,770
/ 8,232
▲ 232
Top Industry
Semiconductors
33.2%
3Y Alpha vs SPY
-0.9%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.2%
SPY
+23.4%
Annualised alpha
-0.9%
Max drawdown
−26.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.8%
−2.3 pts
Top 5
57.9%
−6.9 pts
Top 10
78.9%
−6.1 pts
HHI
1,017
Diversified−189
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 55.3% | $5,340,605 |
| Consumer Cyclical | 13.6% | $1,310,601 |
| Communication Services | 9.3% | $893,562 |
| Healthcare | 8.5% | $823,450 |
| Financial Services | 6.4% | $614,055 |
| Unclassified | 4.7% | $457,776 |
| Industrials | 2.2% | $209,606 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +502 | 1,928 | $713,687 | |
| GOOGL | Alphabet Inc. | +380 | 1,844 | $530,260 | |
| AVGO | Broadcom Inc. | +265 | 1,075 | $332,723 | |
| JPM | Jpmorgan Chase & Co | +246 | 1,387 | $407,999 | |
| NVDA | Nvidia Corp | +240 | 12,073 | $2,105,531 | |
| JNJ | Johnson & Johnson | +232 | 1,267 | $309,705 | |
| AAPL | Apple Inc. | +104 | 6,221 | $1,578,827 | |
| META | Meta Platforms, Inc. | +84 | 635 | $363,302 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +55 | 1,148 | $387,966 | |
| DHR | Danaher Corp /De/ | +55 | 1,264 | $239,654 | |
| AMZN | Amazon Com Inc | +52 | 2,924 | $608,981 | |
| TSLA | Tesla, Inc. | +11 | 1,570 | $583,647 | |
| RMBS | Rambus Inc | +9 | 2,579 | $221,871 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
19 positions ·
$9,649,655 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 12,073 | $2,105,531 | 21.82% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,221 | $1,578,827 | 16.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,928 | $713,687 | 7.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,924 | $608,981 | 6.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,570 | $583,647 | 6.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,844 | $530,260 | 5.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,387 | $407,999 | 4.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,148 | $387,966 | 4.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 635 | $363,302 | 3.76% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,075 | $332,723 | 3.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,267 | $309,705 | 3.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 298 | $274,091 | 2.84% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 6,297 | $241,930 | 2.51% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,264 | $239,654 | 2.48% | |
| RMBS |
Rambus Inc
Technology
|
Added | 2,579 | $221,871 | 2.30% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 466 | $215,846 | 2.24% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 152 | $209,606 | 2.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 430 | $206,056 | 2.14% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 10,223 | $117,973 | 1.22% |