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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
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 7,239.0 $583K 0.48% NEW $80.57 +3.1%
22 ESGU ISHARES TR 3,332.0 $545K 0.45% $163.68 +3.2%
23 VONG VANGUARD SCOTTSDALE FDS 4,133.0 $528K 0.43% $127.80 -0.7%
24 VIG VANGUARD SPECIALIZED FUNDS 2,124.0 $502K 0.41% -48.0 -2.2% $236.57 +2.9%
25 BERKSHIRE HATHAWAY INC DEL 970.0 $485K 0.40% -265.0 -21.5% $500.39
26 VUG VANGUARD INDEX FDS 5,195.0 $447K 0.37% +4K +500.6% $86.14 +2.7%
27 MUB ISHARES TR 3,952.0 $425K 0.35% NEW $107.62 -2.0%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 506.0 $378K 0.31% $746.44 +3.1%
29 IDMO INVESCO EXCH TRADED FD TR II 6,201.0 $374K 0.31% +350.0 +6.0% $60.29 +4.2%
30 XSMO INVESCO EXCHANGE TRADED FD T 3,882.0 $363K 0.30% NEW $93.63 -8.5%
31 VGT VANGUARD WORLD FD 2,786.0 $333K 0.27% NEW $119.53 +1.1%
32 VTI VANGUARD INDEX FDS 864.0 $320K 0.26% $370.08 +2.7%
33 AAPL APPLE INC Technology 1,031.0 $298K 0.24% $289.26 +8.8%
34 VTEB VANGUARD MUN BD FDS 5,447.0 $275K 0.23% NEW $50.58 -2.1%
35 GOOG ALPHABET INC 751.0 $265K 0.22% $353.33
36 AMZN AMAZON COM INC Consumer Cyclical 1,073.0 $256K 0.21% -159.0 -12.9% $238.34 +7.4%
37 QQQ INVESCO QQQ TR Financial Services 309.0 $227K 0.19% NEW $735.23 -2.5%
38 GOOGL ALPHABET INC Communication Services 633.0 $226K 0.18% NEW $357.19 -4.7%
39 IEFA ISHARES TR 2,260.0 $218K 0.18% NEW $96.58 +4.2%
40 SMH VANECK ETF TRUST 309.0 $202K 0.17% NEW $654.89 -13.4%
Page 2 of 2  ·  40 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 64.8%
Financial Services 19.6%
Consumer Cyclical 8.3%
Communication Services 7.3%