JHP Wealth Management

JHP Wealth Management as of Dec. 31, 2025

Portfolio Holdings for JHP Wealth Management

JHP Wealth Management holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.5 $31M 45k 684.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.7 $20M 32k 627.13
Schwab Strategic Tr Fundamental Intl (FNDF) 13.3 $14M 305k 45.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.7 $6.9M 130k 52.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.2 $6.4M 103k 62.47
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.7 $3.8M 51k 75.05
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $2.8M 28k 99.88
Ishares Tr Russell 2000 Etf (IWM) 2.6 $2.7M 11k 246.16
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.3M 19k 120.18
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.8 $1.9M 14k 138.46
Microsoft Corporation (MSFT) 1.4 $1.4M 2.9k 483.59
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 1.2 $1.2M 47k 26.34
Ishares Tr Rus 1000 Etf (IWB) 1.1 $1.1M 2.9k 373.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $627k 1.2k 502.65
NVIDIA Corporation (NVDA) 0.6 $600k 3.2k 186.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $583k 5.5k 106.70
Vanguard Index Fds Small Cp Etf (VB) 0.6 $581k 2.3k 257.92
Vanguard Index Fds Value Etf (VTV) 0.5 $550k 2.9k 191.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $547k 7.4k 74.07
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $502k 4.1k 121.75
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $487k 3.3k 148.96
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $475k 2.2k 219.80
Vanguard Index Fds Growth Etf (VUG) 0.4 $450k 923.00 487.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $343k 503.00 681.99
Ishares Msci Germany Etf (EWG) 0.3 $339k 8.0k 42.50
Apple (AAPL) 0.3 $314k 1.2k 271.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $290k 864.00 335.30
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.3 $281k 5.1k 55.57
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $256k 3.9k 65.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $248k 791.00 313.80
Amazon (AMZN) 0.2 $248k 1.1k 230.82
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $223k 1.9k 119.34
Alphabet Cap Stk Cl A (GOOGL) 0.2 $204k 652.00 313.18