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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 44,900.0 $29.3M 28.04% +367.0 +0.8% $653.21 +12.9%
2 VOO VANGUARD INDEX FDS 34,292.0 $20.5M 19.59% +2K +5.8% $597.55 +12.9%
3 FNDF SCHWAB STRATEGIC TR 324,274.0 $15.9M 15.17% +19K +6.4% $48.93 +7.4%
4 VEA VANGUARD TAX-MANAGED FDS 122,957.0 $7.9M 7.53% +20K +19.8% $64.08 +7.7%
5 SPHQ INVESCO EXCHANGE TRADED FD T 60,378.0 $4.5M 4.34% +9K +18.0% $75.19 +9.2%
6 IGSB ISHARES TR 65,776.0 $3.5M 3.31% -64K -49.4% $52.56 -0.7%
7 AGG ISHARES TR 33,378.0 $3.3M 3.17% +6K +20.0% $99.27 -1.7%
8 IJR ISHARES TR 26,648.0 $3.3M 3.17% +8K +42.0% $124.31 +7.1%
9 IWM ISHARES TR 11,004.0 $2.7M 2.61% $248.01 +10.1%
10 XMMO INVESCO EXCHANGE TRADED FD T 14,221.0 $2.1M 1.97% +511.0 +3.7% $145.02 +9.7%
11 VB VANGUARD INDEX FDS 4,724.0 $1.2M 1.18% +2K +109.8% $261.90 +6.5%
12 CGSM CAPITAL GRP FIXED INCM ETF T 45,826.0 $1.2M 1.15% -994.0 -2.1% $26.28 -0.2%
13 MSFT MICROSOFT CORP Technology 2,873.0 $1.1M 1.02% -40.0 -1.4% $370.16 +14.4%
14 IWB ISHARES TR 2,935.0 $1.0M 1.00% $356.60 +12.1%
15 BND VANGUARD BD INDEX FDS 8,207.0 $604K 0.58% +821.0 +11.1% $73.64 -1.6%
16 BERKSHIRE HATHAWAY INC DEL 1,235.0 $592K 0.57% -12.0 -1.0% $479.20
17 NVDA NVIDIA CORPORATION Technology 3,364.0 $587K 0.56% +145.0 +4.5% $174.41 +27.5%
18 VTV VANGUARD INDEX FDS 2,789.0 $547K 0.52% -89.0 -3.1% $196.17 +5.6%
19 ESGU ISHARES TR 3,322.0 $470K 0.45% +56.0 +1.7% $141.43 +13.0%
20 VIG VANGUARD SPECIALIZED FUNDS 2,172.0 $467K 0.45% $215.02 +6.7%
Page 1 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%