JP Wealth Management

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

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Positions held by JP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for JP Wealth Management

JP Wealth Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.3 $29M 839k 34.59
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 16.5 $22M 107k 210.45
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First Tr Nas100 Eq Weighted SHS (QQEW) 11.1 $15M 121k 124.96
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Boulder Growth & Income Fund (STEW) 10.9 $15M 926k 16.02
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TCW Strategic Income Fund (TSI) 10.0 $14M 2.8M 4.81
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Dimensional Etf Trust World Equity Etf (DFAW) 9.5 $13M 208k 62.46
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Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $11M 21k 511.23
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Ishares Gold Tr Ishares New (IAU) 4.9 $6.7M 135k 49.51
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Cohen & Steers REIT/P (RNP) 3.8 $5.2M 249k 20.90
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $2.2M 5.4k 401.58
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Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $966k 5.2k 185.13
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Vanguard Index Fds Value Etf (VTV) 0.5 $660k 3.9k 169.30
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $519k 5.9k 88.40
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $501k 10k 50.13
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $349k 1.8k 189.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $212k 361.00 586.08
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Past Filings by JP Wealth Management

SEC 13F filings are viewable for JP Wealth Management going back to 2024