Portfolio (Quarterly) Guide ↗

JHP Wealth Management, LLC

· CIK 0002110669

13F Portfolio $122M AUM 40 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 12 Added 7 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SUB	ISHARES TR	—	3,956	$421K	0.40%	SOLD
2	EWG	ISHARES INC	—	5,580	$221K	0.21%	SOLD
3	AKRE	PROFESIONALLY MANAGED PORTFO	—	3,900	$206K	0.20%	SOLD

Sector Allocation

Technology 64.8%

Financial Services 19.6%

Consumer Cyclical 8.3%

Communication Services 7.3%