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

MJP ASSOCIATES INC /ADV

MJP ASSOCIATES /ADV's family office based in Stamford, CT — $824M in tracked AUM across 231 positions as of Q1 2026.

MA
MJP ASSOCIATES /ADV·Stamford, CT·Family Office
CIK 0000715113 · last filed Mar 31, 2026
Total AUM
$824M
▼ 2.5%
vs prior
Holdings
231
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · 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

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