JDH Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 59 distinct positions held by the firm, with the majority of the portfolio concentrated in exchange-traded funds (ETFs) and technology equities.
The filing identifies Shannon Carlton as the Head of Office Operations for the firm, which is based in Santa Rosa, California. The report details a portfolio that includes significant exposure to companies such as Advanced Micro Devices, Inc., Alphabet Inc., Amazon.com, Inc., and Apple Inc.
Specific holdings disclosed include:
- Advanced Micro Devices Inc. (Ticker: AMD)
- Alphabet Inc. Class A (Ticker: GOOGL)
- Alphabet Inc. Class C (Ticker: GOOG)
- Amazon.com Inc. (Ticker: AMZN)
- Apple Inc. (Ticker: AAPL)
- Berkshire Hathaway Inc. Class B (Ticker: BRK.B)
- Broadcom Inc. (Ticker: AVGO)
- CrowdStrike Holdings Inc. Class A (Ticker: CRWD)
- Intel Corp. (Ticker: INTC)
- Johnson & Johnson (Ticker: JNJ)
- Merck & Co. Inc. (Ticker: MRK)
- META Platforms Inc. Class A (Ticker: META)
- Micron Technology Inc. (Ticker: MU)
- Microsoft Corp. (Ticker: MSFT)
- NVIDIA Corp. (Ticker: NVDA)
- Tesla Inc. (Ticker: TSLA)
- VISA Inc. Class A (Ticker: V)
In addition to individual stocks, the portfolio includes a substantial number of ETFs, including various Dimensional ETF Trust funds, Vanguard funds, and iShares products. These funds cover a range of asset classes, including international equities, emerging markets, real estate, and fixed income.
