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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYMB SPDR SERIES TRUST 18,819.0 $467K 0.45% NEW $24.80 -0.1%
22 VONG VANGUARD SCOTTSDALE FDS 4,127.0 $453K 0.43% $109.70 +15.6%
23 SUB ISHARES TR 3,956.0 $421K 0.40% -2K -27.6% $106.49 -0.4%
24 VUG VANGUARD INDEX FDS 865.0 $378K 0.36% -58.0 -6.3% $436.87 -80.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 505.0 $328K 0.31% $649.70 +13.2%
26 IDMO INVESCO EXCH TRADED FD TR II 5,851.0 $321K 0.31% +792.0 +15.7% $54.84 +7.1%
27 VTI VANGUARD INDEX FDS 864.0 $277K 0.27% $320.84 +12.5%
28 AAPL APPLE INC Technology 1,031.0 $262K 0.25% -124.0 -10.7% $253.68 +18.6%
29 AMZN AMAZON COM INC Consumer Cyclical 1,232.0 $257K 0.24% +159.0 +14.8% $208.27 +25.1%
30 EWG ISHARES INC 5,580.0 $221K 0.21% -2K -30.1% $39.67 +6.8%
31 GOOG ALPHABET INC Communication Services 751.0 $215K 0.21% -40.0 -5.1% $286.86 +35.9%
32 AKRE PROFESIONALLY MANAGED PORTFO 3,900.0 $206K 0.20% $52.85 +0.8%
Page 2 of 2  ·  32 positions

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%