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CIK: 0002110669
Total reported value
$122.1M
$122.1M
33 檔
63.8%
As reported in its official Q4 2025 Form 13F filing, JHP Wealth Management, LLC's tracked investment portfolio stood at $122.1M with 33 total positions.
During Q4 2025, JHP Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.54% | -0.38% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.69% | -0.88% | — | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 13.34% | -0.84% | — | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.66% | -2.31% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.21% | +0.08% | — | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.72% | +0.31% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.69% | -0.63% | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.62% | +0.10% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +1.21% | — | |
| 10 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.84% | +0.58% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.18% | — | |
| 12 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.19% | -0.09% | — | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.06% | -0.02% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.17% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | — | — | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.56% | -0.40% | EXIT | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.11% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.02% | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | +0.30% | — | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | — | — | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.47% | — | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.04% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | — | |
| 25 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.33% | -0.21% | EXIT | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.01% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | — | |
| 28 | IDMO | Invesco S&p International De | ETF-Other | 0.27% | — | — | |
| 29 | AKRE | Akre Focus ETF | ETF-Other | 0.25% | -0.20% | EXIT | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.01% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.04% | — | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.19% | NEW |
According to official SEC Form 13F filings, JHP Wealth Management, LLC reported a total U.S. public equity portfolio value of $122.1M across 33 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, FNDF) accounted for 63.8% of total reported equity market value during Q4 2025.
During Q4 2025, JHP Wealth Management, LLC's top holdings by market value included IVV (29.5%)、VOO (19.7%)、FNDF (13.3%). The largest single position, IVV, represented 29.5% of total portfolio value.
In Q4 2025, JHP Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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