Portfolio (Quarterly) Guide ↗

JP Wealth Management, Inc.

· CIK 0001967622

13F Portfolio $159M AUM 14 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 1 New 5 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DAPP	VANECK ETF TRUST (DAPP)	—	275,570	$4.6M	3.22%	SOLD
2	SPY	S&P 500 SPDR (SPY)	Financial Services	361	$246K	0.17%	SOLD

Sector Allocation

Financial Services 100.0%