DOSSIER · 13F-HR · Q2 2026

MJP ASSOCIATES INC /ADV

$914M in tracked AUM across 233 positions as of Q2 2026.

MA
CIK 0000715113 · last filed Jun 30, 2026
Total AUM
$914M
as of Q2 2026
Holdings
233
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MJP ASSOCIATES INC /ADV 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
VOO
VANGUARD INDEX FDS
$98M143K10.8%
02
VIG
VANGUARD SPECIALIZED FUNDS
$65M273K7.1%
03
JAAA
JANUS DETROIT STR TR
$58M1.2M6.4%
04
MINT
PIMCO ETF TR
$57M562K6.2%
05
TCHP
T ROWE PRICE EXCHANGE-TRADED
$49M969K5.3%
06
BINC
BLACKROCK ETF TRUST II
$47M903K5.2%
07
AAPL
APPLE INC
$41M141K4.5%
08
BKDV
BNY MELLON ETF TRUST II
$36M1.1M4.0%
09
DFIC
DIMENSIONAL ETF TRUST
$31M833K3.4%
10
NVDA
NVIDIA CORPORATION
$23M115K2.5%

Filing history

2026Q2Jun 30
$914M 11.0%
233 positionsView →
2026Q1Mar 31
$824M 3.0%
231 positionsView →
2025Q4Dec 31
$799M 5.3%
248 positionsView →
2025Q3Sep 30
$760M 12.6%
255 positionsView →
2025Q2Jun 30
$675M 21.7%
241 positionsLocked
2025Q1Mar 31
$554M 0.4%
225 positionsLocked
2024Q4Dec 31
$557M 5.5%
230 positionsLocked
2024Q3Sep 30
$528M 9.7%
210 positionsLocked
2024Q2Jun 30
$481M 4.6%
234 positionsLocked
2024Q1Mar 31
$460M 22.5%
226 positionsLocked
2023Q4Dec 31
$375M 8.9%
178 positionsLocked
2023Q3Sep 30
$344M 12.6%
167 positionsLocked
Showing 12 of 23