Jhp Wealth Management, LLC Top Holdings and 13F Report (2026) About Jhp Wealth Management, LLCInvestment ActivityJhp Wealth Management, LLC has $122.10 million in total holdings as of June 30, 2026.Jhp Wealth Management, LLC owns shares of 40 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.47% of the portfolio was purchased this quarter.About 3.47% of the portfolio was sold this quarter.This quarter, Jhp Wealth Management, LLC has purchased 32 new stocks and bought additional shares in 17 stocks.Jhp Wealth Management, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $33,768,343Vanguard S&P 500 ETF $22,840,995Schwab Fundamental International Equity ETF $17,499,155Vanguard FTSE Developed Markets ETF $9,290,920Invesco S&P 500 Quality ETF $5,680,377 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $953,728 Holding922907712 - VANGUARD MUN BD FDS $683,987 Holding922908629 - Vanguard Mid-Cap ETF $583,229 Holding464288414 - iShares National Muni Bond ETF $425,317 Holding46137V498 - Invesco S&P SmallCap Momentum ETF $363,455 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 9,448 shares (about $1.40M)iShares Core S&P Total U.S. Stock Market ETF 5,806 shares (about $953.73K)Invesco S&P MidCap Momentum ETF 4,068 shares (about $692.15K)VANGUARD MUN BD FDS 8,953 shares (about $683.99K)Vanguard Mid-Cap ETF 7,239 shares (about $583.23K) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 42,824 shares (about $2.24M)Vanguard S&P 500 ETF 1,035 shares (about $710.84K)iShares Core U.S. Aggregate Bond ETF 2,037 shares (about $201.62K)Berkshire Hathaway 265 shares (about $132.60K)Microsoft 136 shares (about $50.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJhp Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$33,768,343$143,039 â–²0.4%45,09127.7%ETFVOOVanguard S&P 500 ETF$22,840,995$710,841 â–¼-3.0%33,25718.7%ETFFNDFSchwab Fundamental International Equity ETF$17,499,155$390,476 â–²2.3%331,67514.3%ETFVEAVanguard FTSE Developed Markets ETF$9,290,920$530,242 â–²6.1%130,3997.6%ETFSPHQInvesco S&P 500 Quality ETF$5,680,377$240,298 â–²4.4%63,0454.7%ETFIJRiShares Core S&P Small-Cap ETF$5,353,433$1,401,242 â–²35.5%36,0964.4%ETFIWMiShares Russell 2000 ETF$3,305,534$601 â–¼0.0%11,0022.7%ETFXMMOInvesco S&P MidCap Momentum ETF$3,111,766$692,146 â–²28.6%18,2892.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,102,108$201,621 â–¼-6.1%31,3412.5%ETFVBVanguard Small-Cap ETF$1,577,797$145,806 â–²10.2%5,2051.3%ETFCAPITAL GRP FIXED INCM ETF T$1,295,919$86,806 â–²7.2%49,1161.1%SHOR DUR MUN ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,202,911$2,244,400 â–¼-65.1%22,9521.0%ETFIWBiShares Russell 1000 ETF$1,201,218$819 â–¼-0.1%2,9331.0%ETFBNDVanguard Total Bond Market ETF$1,068,941$466,455 â–²77.4%14,5610.9%ETFMSFTMicrosoft$1,020,855$50,726 â–¼-4.7%2,7370.8%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$953,728$953,728 â–²New Holding5,8060.8%ETFVANGUARD MUN BD FDS$683,987$683,987 â–²New Holding8,9530.6%CORE TAX EXEMPTNVDANVIDIA$679,388$6,204 â–²0.9%3,3950.6%TechnologyVTVVanguard Value ETF$610,738$2,834 â–²0.5%2,8020.5%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$600,341$121,579 â–²25.4%23,5980.5%ETFVOVanguard Mid-Cap ETF$583,229$583,229 â–²New Holding7,2390.5%ETFESGUiShares ESG Aware MSCI USA ETF$545,387$1,637 â–²0.3%3,3320.4%ETFVONGVanguard Russell 1000 Growth ETF$528,191$767 â–²0.1%4,1330.4%ETFVIGVanguard Dividend Appreciation ETF$502,476$11,355 â–¼-2.2%2,1240.4%ETFBRK.BBerkshire Hathaway$485,378$132,603 â–¼-21.5%9700.4%FinanceVUGVanguard Growth ETF$447,474$372,967 â–²500.6%5,1950.4%ETFMUBiShares National Muni Bond ETF$425,317$425,317 â–²New Holding3,9520.3%ETFSPYSPDR S&P 500 ETF Trust$377,697$746 â–²0.2%5060.3%ETFIDMOInvesco S&P International Developed Momentum ETF$373,867$21,102 â–²6.0%6,2010.3%ETFXSMOInvesco S&P SmallCap Momentum ETF$363,455$363,455 â–²New Holding3,8820.3%ETFVGTVanguard Information Technology ETF$333,016$333,016 â–²New Holding2,7860.3%ETFVTIVanguard Total Stock Market ETF$319,7510.0%8640.3%ETFAAPLApple$298,2240.0%1,0310.2%TechnologyVTEBVanguard Tax-Exempt Bond ETF$275,484$275,484 â–²New Holding5,4470.2%ETFGOOGAlphabet$265,3510.0%7510.2%Communication ServicesAMZNAmazon.com$255,739$37,896 â–¼-12.9%1,0730.2%Consumer DiscretionaryQQQInvesco QQQ$227,186$227,186 â–²New Holding3090.2%ETFGOOGLAlphabet$226,102$226,102 â–²New Holding6330.2%Communication ServicesIEFAiShares Core MSCI EAFE ETF$218,279$218,279 â–²New Holding2,2600.2%ETFSMHVanEck Semiconductor ETF$202,360$202,360 â–²New Holding3090.2%ETFSUBiShares Short-Term National Muni Bond ETF$0$421,265 â–¼-100.0%00.0%ETFEWGiShares MSCI Germany ETF$0$221,365 â–¼-100.0%00.0%ETFPROFESIONALLY MANAGED PORTFO$0$206,115 â–¼-100.0%00.0%AKRE FOCUS ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
