StockDriftsStockDriftsTop 40 JHP Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.66% | 45.1K | $33.8M | +0.43%(+191) | $677.12(+14.80%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 18.71% | 33.3K | $22.8M | -3.02%(-1.03K) | $619.35(+14.80%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 14.33% | 331.7K | $17.5M | +2.28%(+7.40K) | $44.40(+24.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.61% | 130.4K | $9.3M | +6.05%(+7.44K) | $61.83(+18.04%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.65% | 63.0K | $5.7M | +4.42%(+2.67K) | $74.63(+15.70%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.38% | 36.1K | $5.4M | +35.45%(+9.45K) | $124.05(+19.91%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.71% | 11.0K | $3.3M | -0.02%(-2) | $244.06(+23.49%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.55% | 18.3K | $3.1M | +28.61%(+4.07K) | $140.93(+15.41%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.54% | 31.3K | $3.1M | -6.10%(-2.04K) | $99.98(-2.56%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.29% | 5.2K | $1.6M | +10.18%(+481) | $260.00(+17.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.64% |
JHP Wealth Management, LLC reports $122.10M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.7%), VOO (18.7%) and FNDF (14.3%). The top 20 holdings account for 94.07% of reported assets. Its disclosed equity book has returned +10.88% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from JHP Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110669). View JHP Wealth Management, LLC’s 13F filings on SEC