DOSSIER · 13F-HR · Q2 2026

JHP Wealth Management, LLC

$122M in tracked AUM across 40 positions as of Q2 2026.

JW
CIK 0002110669 · last filed Jun 30, 2026
Total AUM
$122M
as of Q2 2026
Holdings
40
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JHP Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$34M45K27.7%
02
VOO
VANGUARD INDEX FDS
$23M33K18.7%
03
FNDF
SCHWAB STRATEGIC TR
$17M332K14.3%
04
VEA
VANGUARD TAX-MANAGED FDS
$9M130K7.6%
05
SPHQ
INVESCO EXCHANGE TRADED FD T
$6M63K4.7%
06
IJR
ISHARES TR
$5M36K4.4%
07
IWM
ISHARES TR
$3M11K2.7%
08
XMMO
INVESCO EXCHANGE TRADED FD T
$3M18K2.5%
09
AGG
ISHARES TR
$3M31K2.5%
10
VB
VANGUARD INDEX FDS
$2M5K1.3%

Filing history

2026Q2Jun 30
$122M 16.7%
40 positionsView →
2026Q1Mar 31
$105M 1.3%
32 positionsView →
2025Q4Dec 31
$103M
33 positionsView →