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JP Wealth Management, Inc. 13F holdings

Filed 2026-07-14 · JP Wealth Management, Inc. · 14 positions · $158.9M

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TickerCompanySharesValue% of portfolio
DFACDFA U S Core Equity 2 (DFAC)815.0K$36.2M22.8%
QQQMNasdaq 100 (QQQM)115.9K$35.1M22.1%
STEWSRH Total Return Fund (STEW)1.6M$28.2M17.7%
TSITCW Strategic Income (TSI)4.5M$20.3M12.8%
QQQNasdaq 100 (QQQ)17.7K$13.0M8.2%
AVUVAMERICAN CENTY ETF TR (AVUV)82.1K$10.2M6.4%
PHYSSprott Physical Gold Etv (PHYS)298.8K$9.0M5.7%
IWFRussell 1000 Growth i-share (IWF)21.6K$2.7M1.7%
IWDRussell 1000 Value i-share (IWD)5.2K$1.3M0.8%
VTVVguard Value index (VTV)3.9K$849,9270.5%
DFNMDIMENSIONAL ETF TRUST (DFNM)16.9K$815,4110.5%
IWSRussell Midcap Value i-share (IWR)5.9K$647,3580.4%
VTVguard Total World (VT)2.2K$349,9990.2%
IWOISHARES TR (IWO)697$274,5900.2%
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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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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