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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, SPHQ, and represent 72.95% of JHP Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJR, ITOT, XMMO, VCRM, VO, VEA, BND, MUB, FNDF, VUG.
Started 11 new stock positions in XSMO, GOOGL, VGT, ITOT, MUB, VCRM, QQQ, VTEB, SMH, IEFA. VO.
Reduced shares in these 10 stocks: IGSB, VOO, SUB, EWG, AKRE, AGG, BRK.B, MSFT, AMZN, VIG.
Sold out of its positions in EWG, SUB, AKRE.
JHP Wealth Management was a net buyer of stock by $4.9M.
JHP Wealth Management has $122M in assets under management (AUM), dropping by 16.73%.
Central Index Key (CIK): 0002110669

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Portfolio Holdings for JHP Wealth Management

JHP Wealth Management holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	27.7	$34M		45k	748.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	18.7	$23M	-3%	33k	686.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	14.3	$18M	+2%	332k	52.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.6	$9.3M	+6%	130k	71.25	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.7	$5.7M	+4%	63k	90.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.4	$5.4M	+35%	36k	148.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.7	$3.3M		11k	300.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.5	$3.1M	+28%	18k	170.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$3.1M	-6%	31k	98.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.6M	+10%	5.2k	303.13	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	1.1	$1.3M	+7%	49k	26.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.0	$1.2M	-65%	23k	52.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.2M		2.9k	409.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.1M	+77%	15k	73.41	View chart
Microsoft Corporation (MSFT)	0.8	$1.0M	-4%	2.7k	372.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$954k	NEW	5.8k	164.27	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.6	$684k	NEW	9.0k	76.40	View chart
NVIDIA Corporation (NVDA)	0.6	$679k		3.4k	200.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$611k		2.8k	217.97	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.5	$600k	+25%	24k	25.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$583k	NEW	7.2k	80.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$545k		3.3k	163.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$528k		4.1k	127.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$503k	-2%	2.1k	236.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$485k	-21%	970.00	500.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$448k	+500%	5.2k	86.14	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$425k	NEW	4.0k	107.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$378k		506.00	746.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$374k	+5%	6.2k	60.29	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$364k	NEW	3.9k	93.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$333k	NEW	2.8k	119.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$320k		864.00	370.08	View chart
Apple (AAPL)	0.2	$298k		1.0k	289.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$276k	NEW	5.4k	50.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$265k		751.00	353.33	View chart
Amazon (AMZN)	0.2	$256k	-12%	1.1k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$227k	NEW	309.00	735.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$226k	NEW	633.00	357.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$218k	NEW	2.3k	96.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$202k	NEW	309.00	654.89	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 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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