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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 VOO VANGUARD INDEX FDS 33,257.0 $22.8M 18.71% -1K -3.0% $686.80 +3.0%
2 AGG ISHARES TR 31,341.0 $3.1M 2.54% -2K -6.1% $98.98 -1.2%
3 IGSB ISHARES TR 22,952.0 $1.2M 0.98% -43K -65.1% $52.41 -0.4%
4 MSFT MICROSOFT CORP Technology 2,737.0 $1.0M 0.84% -136.0 -4.7% $372.98 +35.4%
5 VIG VANGUARD SPECIALIZED FUNDS 2,124.0 $502K 0.41% -48.0 -2.2% $236.57 +2.7%
6 BERKSHIRE HATHAWAY INC DEL 970.0 $485K 0.40% -265.0 -21.5% $500.39
7 AMZN AMAZON COM INC Consumer Cyclical 1,073.0 $256K 0.21% -159.0 -12.9% $238.34 +7.9%

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