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JHP Wealth Management, LLC 13F holdings

Filed 2026-07-31 · JHP Wealth Management, LLC · 40 positions · $122.1M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR45.1K$33.8M27.7%
VOOVANGUARD INDEX FDS33.3K$22.8M18.7%
FNDFSCHWAB STRATEGIC TR331.7K$17.5M14.3%
VEAVANGUARD TAX-MANAGED FDS130.4K$9.3M7.6%
SPHQINVESCO EXCHANGE TRADED FD T63.0K$5.7M4.7%
IJRISHARES TR36.1K$5.4M4.4%
IWMISHARES TR11.0K$3.3M2.7%
XMMOINVESCO EXCHANGE TRADED FD T18.3K$3.1M2.5%
AGGISHARES TR31.3K$3.1M2.5%
VBVANGUARD INDEX FDS5.2K$1.6M1.3%
CGSMCAPITAL GRP FIXED INCM ETF T49.1K$1.3M1.1%
IGSBISHARES TR23.0K$1.2M1.0%
IWBISHARES TR2.9K$1.2M1.0%
BNDVANGUARD BD INDEX FDS14.6K$1.1M0.9%
MSFTMICROSOFT CORP2.7K$1.0M0.8%
ITOTISHARES TR5.8K$953,7280.8%
VCRMVANGUARD MUN BD FDS9.0K$683,9870.6%
NVDANVIDIA CORPORATION3.4K$679,3880.6%
VTVVANGUARD INDEX FDS2.8K$610,7380.5%
HYMBSPDR SERIES TRUST23.6K$600,3410.5%
VOVANGUARD INDEX FDS7.2K$583,2290.5%
ESGUISHARES TR3.3K$545,3870.4%
VONGVANGUARD SCOTTSDALE FDS4.1K$528,1910.4%
VIGVANGUARD SPECIALIZED FUNDS2.1K$502,4760.4%
BRK-BBERKSHIRE HATHAWAY INC DEL970$485,3780.4%
VUGVANGUARD INDEX FDS5.2K$447,4740.4%
MUBISHARES TR4.0K$425,3170.3%
SPYSTATE STR SPDR S&P 500 ETF T506$377,6970.3%
IDMOINVESCO EXCH TRADED FD TR II6.2K$373,8670.3%
XSMOINVESCO EXCHANGE TRADED FD T3.9K$363,4550.3%
VGTVANGUARD WORLD FD2.8K$333,0160.3%
VTIVANGUARD INDEX FDS864$319,7510.3%
AAPLAPPLE INC1.0K$298,2240.2%
VTEBVANGUARD MUN BD FDS5.4K$275,4840.2%
GOOGALPHABET INC751$265,3510.2%
AMZNAMAZON COM INC1.1K$255,7390.2%
QQQINVESCO QQQ TR309$227,1860.2%
GOOGLALPHABET INC633$226,1020.2%
IEFAISHARES TR2.3K$218,2790.2%
SMHVANECK ETF TRUST309$202,3600.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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