§ 13F · FUND PROFILE
JHP Wealth Management, LLC.
AUM · $122M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 45K | $34M | — | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 33K | $23M | — | −3% |
| 3 | FNDF | SCHWAB STRATEGIC TR | 332K | $17M | — | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 130K | $9M | — | +6% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 63K | $6M | — | +4% |
| 6 | IJR | ISHARES TR | 36K | $5M | — | +35% |
| 7 | IWM | ISHARES TR | 11K | $3M | — | ±0% |
| 8 | XMMO | INVESCO EXCHANGE TRADED FD T | 18K | $3M | — | +29% |
| 9 | AGG | ISHARES TR | 31K | $3M | — | −6% |
| 10 | VB | VANGUARD INDEX FDS | 5K | $2M | — | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JHP SIGNAL
AC read
JHP Wealth Management, LLC is a institutional fund managing $122 million in assets. The fund runs a portfolio of 40 positions.
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