JHP Wealth Management

JHP Wealth Management as of June 30, 2026

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