Long-term investor
Jdh Wealth Management, LLC @jdhwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022512).
Record
- Tracked since 2025-06-30 (478 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days -6.0% · 6 months +18.8% · 1 year +14.2% · all +14.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 13.4% · long · since 2025-09-30
- 25434V807 · 9.8% · long · since 2025-09-30
- 25434V609 · 8.6% · long · since 2025-09-30
- 25434V724 · 6.7% · long · since 2025-09-30
- 02072L532 · 5.9% · long · since 2025-09-30
- 25434V401 · 5.6% · long · since 2025-09-30
- 25434V799 · 4.4% · long · since 2025-09-30
- 25434V500 · 4.2% · long · since 2025-09-30
- 25434V104 · 4.2% · long · since 2025-09-30
- 92206C706 · 3.8% · long · since 2025-09-30
- 25434V781 · 3.2% · long · since 2025-09-30
- 25434V658 · 3.1% · long · since 2025-09-30