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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 Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 5,806.0 $954K 0.78% NEW $164.27 +2.9%
2 VANGUARD MUN BD FDS 8,953.0 $684K 0.56% NEW $76.40
3 VO VANGUARD INDEX FDS 7,239.0 $583K 0.48% NEW $80.57 +3.2%
4 MUB ISHARES TR 3,952.0 $425K 0.35% NEW $107.62 -2.0%
5 XSMO INVESCO EXCHANGE TRADED FD T 3,882.0 $363K 0.30% NEW $93.63 -8.3%
6 VGT VANGUARD WORLD FD 2,786.0 $333K 0.27% NEW $119.53 +1.4%
7 VTEB VANGUARD MUN BD FDS 5,447.0 $275K 0.23% NEW $50.58 -2.1%
8 QQQ INVESCO QQQ TR Financial Services 309.0 $227K 0.19% NEW $735.23 -2.3%
9 GOOGL ALPHABET INC Communication Services 633.0 $226K 0.18% NEW $357.19 -4.7%
10 IEFA ISHARES TR 2,260.0 $218K 0.18% NEW $96.58 +4.3%
11 SMH VANECK ETF TRUST 309.0 $202K 0.17% NEW $654.89 -13.1%

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 64.8%
Financial Services 19.6%
Consumer Cyclical 8.3%
Communication Services 7.3%