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Portfolio (Quarterly) Guide ↗

JGP Wealth Management, LLC

· CIK 0001748278
13F Portfolio $1.1B AUM 231 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 231 New
Page 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BND VANGUARD BD INDEX FDS 2,937.0 $216K 0.02% NEW $73.41 -1.5%
222 VSGX VANGUARD WORLD FD 2,611.0 $215K 0.02% NEW $82.34 +0.6%
223 CLS CELESTICA INC Technology 586.0 $214K 0.02% NEW $364.85 -18.1%
224 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 43,345.0 $210K 0.02% NEW $4.84 +15.0%
225 WMB WILLIAMS COS INC Energy 2,778.0 $207K 0.02% NEW $74.34 -1.9%
226 NUSC NUSHARES ETF TR 3,960.0 $206K 0.02% NEW $52.12 -0.4%
227 EFV ISHARES TR 2,677.0 $205K 0.02% NEW $76.55 +6.7%
228 VWO VANGUARD INTL EQUITY INDEX F 3,385.0 $202K 0.02% NEW $59.69 +0.5%
229 ONEQ FIDELITY COMWLTH TR 1,940.0 $200K 0.02% NEW $103.21 -0.2%
230 F FORD MTR CO Consumer Cyclical 14,230.0 $198K 0.02% NEW $13.90 +1.0%
231 NOK NOKIA CORP Technology 14,118.0 $187K 0.02% NEW $13.28 -23.2%
Page 12 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Industrials 17.4%
Financial Services 11.6%
Consumer Cyclical 9.6%
Healthcare 8.9%
Consumer Defensive 4.9%
Basic Materials 2.4%
Utilities 2.1%
Energy 1.8%
Communication Services 1.5%