JHP Wealth Management, LLC
JHP Wealth Management, LLC reported 40 positions worth $122.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (27.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $33.8M | 27.66% | 45,091 | — | — | |
| ▸ 2 | VOO | SH | $22.8M | 18.71% | 33,257 | — | — | |
| ▸ 3 | FNDF | SH | $17.5M | 14.33% | 331,675 | — | — | |
| ▸ 4 | VEA | SH | $9.3M | 7.61% | 130,399 | — | — | |
| ▸ 5 | SPHQ | SH | $5.7M | 4.65% | 63,045 | — | — | |
| ▸ 6 | IJR | SH | $5.4M | 4.38% | 36,096 | — | — | |
| ▸ 7 | IWM | SH | $3.3M | 2.71% | 11,002 | — | — | |
| ▸ 8 | XMMO | SH | $3.1M | 2.55% | 18,289 | — | — | |
| ▸ 9 | AGG | SH | $3.1M | 2.54% | 31,341 | — | — | |
| ▸ 10 | VB | SH | $1.6M | 1.29% | 5,205 | — | — |
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Frequently Asked Questions
What stocks does JHP Wealth Management, LLC hold as of Q2 2026?
JHP Wealth Management, LLC reported 40 positions worth $122.1M in its Q2 2026 13F filing. Largest positions: IVV (27.7%), VOO (18.7%), FNDF (14.3%), VEA (7.6%) and SPHQ (4.7%).
What did JHP Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JHP Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.