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 74.67% of JHP Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VEA, VOO, IJR, FNDF, SPHQ, VB, AGG, HYMB, IVV, XMMO.
  • Started 1 new stock position in HYMB.
  • Reduced shares in these 10 stocks: IGSB, SPMO, GOOGL, SUB, EWG, AAPL, CGSM, VUG, VTV, MSFT.
  • Sold out of its positions in GOOGL, SPMO.
  • JHP Wealth Management was a net buyer of stock by $3.0M.
  • JHP Wealth Management has $105M in assets under management (AUM), dropping by 1.29%.
  • Central Index Key (CIK): 0002110669

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Portfolio Holdings for JHP Wealth Management

JHP Wealth Management holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 28.0 $29M 45k 653.21
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.6 $21M +5% 34k 597.55
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Schwab Strategic Tr Fundamental Intl (FNDF) 15.2 $16M +6% 324k 48.93
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $7.9M +19% 123k 64.08
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 4.3 $4.5M +17% 60k 75.19
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Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $3.5M -49% 66k 52.56
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Ishares Tr Core Us Aggbd Et (AGG) 3.2 $3.3M +19% 33k 99.27
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Ishares Tr Core S&p Scp Etf (IJR) 3.2 $3.3M +41% 27k 124.31
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Ishares Tr Russell 2000 Etf (IWM) 2.6 $2.7M 11k 248.01
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.0 $2.1M +3% 14k 145.02
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Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.2M +109% 4.7k 261.90
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Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 1.2 $1.2M -2% 46k 26.28
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Microsoft Corporation (MSFT) 1.0 $1.1M 2.9k 370.16
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Ishares Tr Rus 1000 Etf (IWB) 1.0 $1.0M 2.9k 356.60
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $604k +11% 8.2k 73.64
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $592k 1.2k 479.20
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NVIDIA Corporation (NVDA) 0.6 $587k +4% 3.4k 174.41
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Vanguard Index Fds Value Etf (VTV) 0.5 $547k -3% 2.8k 196.17
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $470k 3.3k 141.43
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $467k 2.2k 215.02
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Spdr Series Trust State Street Spd (HYMB) 0.4 $467k NEW 19k 24.80
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $453k 4.1k 109.70
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $421k -27% 4.0k 106.49
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Vanguard Index Fds Growth Etf (VUG) 0.4 $378k -6% 865.00 436.87
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $328k 505.00 649.70
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.3 $321k +15% 5.9k 54.84
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $277k 864.00 320.84
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Apple (AAPL) 0.3 $262k -10% 1.0k 253.68
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Amazon (AMZN) 0.2 $257k +14% 1.2k 208.27
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Ishares Msci Germany Etf (EWG) 0.2 $221k -30% 5.6k 39.67
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Alphabet Cap Stk Cl C (GOOG) 0.2 $215k -5% 751.00 286.86
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $206k 3.9k 52.85
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Past Filings by JHP Wealth Management

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