13F Insight
DOSSIER · 13F-HR · Q1 2026

MJP ASSOCIATES INC /ADV

$824M in tracked AUM across 231 positions as of Q1 2026.

MA
CIK 0000715113 · last filed Mar 31, 2026
Total AUM
$824M
as of Q1 2026
Holdings
231
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MJP ASSOCIATES INC /ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$82M137K9.9%02
VIG
VANGUARD SPECIALIZED FUNDS
$58M268K7.0%03
JAAA
JANUS DETROIT STR TR
$58M1.1M7.0%04
MINT
PIMCO ETF TR
$57M568K6.9%05
BINC
BLACKROCK ETF TRUST II
$46M893K5.6%06
TCHP
T ROWE PRICE ETF INC
$42M954K5.1%07
AAPL
APPLE INC
$35M140K4.3%08
DFIC
DIMENSIONAL ETF TRUST
$34M949K4.1%09
BKDV
BNY MELLON ETF TRUST II
$33M1.1M4.0%10
VEA
VANGUARD TAX-MANAGED FDS
$19M300K2.3%

Filing history

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 positionsLocked2025Q1Mar 31
$554M▼ 0.4%
225 positionsLocked2024Q4Dec 31
$557M▲ 5.5%
230 positionsLocked2024Q3Sep 30
$528M▲ 9.7%
210 positionsLocked2024Q2Jun 30
$481M▲ 4.6%
234 positionsLocked2024Q1Mar 31
$460M▲ 22.5%
226 positionsLocked2023Q4Dec 31
$375M▲ 8.9%
178 positionsLocked2023Q3Sep 30
$344M▲ 12.6%
167 positionsLocked2023Q2Jun 30
$306M▼ 6.4%
159 positionsLocked
Showing 12 of 22