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JHP Wealth Management

Latest statistics and disclosures from JHP Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, FNDF, VEA, IJR, and represent 69.63% of JHP Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IUSB, AGG, IGSB, VCRM, IJR, HYMB, SUB, XMMO, IVV, META.
Started 3 new stock positions in IUSB, META, SUB.
Reduced shares in these 10 stocks: CGSM, BND, , FNDF, VTEB, , SMH, SPHQ, VOO, ESGU.
Sold out of its positions in CGSM, IEFA, SPY, SMH, VTEB.
JHP Wealth Management was a net buyer of stock by $8.3M.
JHP Wealth Management has $131M in assets under management (AUM), dropping by 6.88%.
Central Index Key (CIK): 0002110669

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Portfolio Holdings for JHP Wealth Management

JHP Wealth Management holds 38 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.7	$35M		45k	765.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.8	$23M		33k	700.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	13.4	$18M		327k	53.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$9.4M	+2%	133k	70.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.5	$5.8M	+18%	43k	136.04	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.0	$5.2M	-2%	62k	84.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$4.9M	+63%	51k	94.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$3.3M	NEW	75k	44.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$3.1M		11k	277.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.3	$3.0M	+13%	21k	146.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.2	$2.9M	+145%	56k	51.23	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	1.5	$2.0M	+210%	28k	71.57	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.2	$1.5M	+3%	5.4k	284.49	View chart
Microsoft Corporation (MSFT)	1.1	$1.4M		2.7k	512.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.2M		2.9k	416.20	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.8	$1.0M	+83%	43k	23.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$968k		5.8k	166.27	View chart
NVIDIA Corporation (NVDA)	0.6	$770k		3.4k	228.41	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.5	$618k	+8%	7.9k	78.42	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$608k		2.8k	216.05	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$606k	+51%	6.0k	101.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$541k	-2%	3.2k	166.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$533k		4.1k	128.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$509k	-50%	7.3k	70.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.4	$505k	+33%	8.3k	61.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$497k		2.1k	233.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$483k		970.00	497.95	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$469k		5.2k	90.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$425k	+21%	3.4k	125.68	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$411k	+29%	5.0k	81.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$371k	NEW	3.5k	104.54	View chart
Apple (AAPL)	0.3	$343k		1.0k	332.93	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$323k		864.00	374.29	View chart
Amazon (AMZN)	0.2	$267k		1.1k	249.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$256k		751.00	340.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$229k		309.00	739.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$218k		633.00	343.99	View chart
Meta Platforms Cl A (META)	0.2	$209k	NEW	289.00	724.37	View chart

Past Filings by JHP Wealth Management

SEC 13F filings are viewable for JHP Wealth Management going back to 2026

JHP Wealth Management 2026 Q3 filed Nov. 6, 2026
JHP Wealth Management 2026 Q2 filed July 31, 2026
JHP Wealth Management 2025 Q4 filed May 14, 2026
JHP Wealth Management 2026 Q1 filed May 14, 2026

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