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Portfolio (Quarterly) Guide ↗

JHP Wealth Management, LLC

· CIK 0002110669
13F Portfolio $105M AUM 32 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 14 Added 10 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGSB ISHARES TR 65,776.0 $3.5M 3.31% -64K -49.4% $52.56 -0.7%
2 CGSM CAPITAL GRP FIXED INCM ETF T 45,826.0 $1.2M 1.15% -994.0 -2.1% $26.28 -0.2%
3 MSFT MICROSOFT CORP Technology 2,873.0 $1.1M 1.02% -40.0 -1.4% $370.16 +11.7%
4 BERKSHIRE HATHAWAY INC DEL 1,235.0 $592K 0.57% -12.0 -1.0% $479.20
5 VTV VANGUARD INDEX FDS 2,789.0 $547K 0.52% -89.0 -3.1% $196.17 +5.5%
6 SUB ISHARES TR 3,956.0 $421K 0.40% -2K -27.6% $106.49 -0.4%
7 VUG VANGUARD INDEX FDS 865.0 $378K 0.36% -58.0 -6.3% $436.87 -80.2%
8 AAPL APPLE INC Technology 1,031.0 $262K 0.25% -124.0 -10.7% $253.68 +18.6%
9 EWG ISHARES INC 5,580.0 $221K 0.21% -2K -30.1% $39.67 +6.8%
10 GOOG ALPHABET INC Communication Services 751.0 $215K 0.21% -40.0 -5.1% $286.86 +35.9%

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 70.5%
Financial Services 12.1%
Consumer Cyclical 9.5%
Communication Services 7.9%