StockDriftsStockDriftsTop 15 Jp Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA U S Core Equity 2 (DFAC) | 21.32% | 809.0K | $31.4M | -0.03%(-281) | $34.43(+24.00%) | 2026-03-31 | |
| QQQM | Nasdaq 100 (QQQM) | 18.94% | 117.5K | $27.9M | +2.16%(+2.48K) | $207.65(+35.14%) | 2026-03-31 | |
| STEW | SRH Total Return Fund (STEW) | 18.04% | 1.56M | $26.6M | +5.42%(+79.98K) | $16.67(+5.61%) | 2026-03-31 | |
| TSI | TCW Strategic Income (TSI) | 13.64% | 4.48M | $20.1M | +38.40%(+1.24M) | $4.89(-7.13%) | 2026-03-31 | |
| PHYS | Sprott Physical Gold Etv (PHYS) | 10.4% | 432.6K | $15.3M | +0.66%(+2.84K) | $27.09(+27.16%) | 2026-03-31 | |
| QQQ | Nasdaq 100 (QQQ) | 7.3% | 18.6K | $10.8M | -1.83%(-347) | $499.65(+36.42%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR (AVUV) | 6.08% | 81.1K | $9.0M | new | $106.23(+13.12%) | 2026-03-31 | |
| IWF | Russell 1000 Growth i-share (IWF) | 1.56% | 5.4K | $2.3M | +0.00%(+0) | $388.48(-69.00%) | 2026-03-31 | |
| IWD | Russell 1000 Value i-share (IWD) | 0.76% | 5.2K | $1.1M | +0.00%(+0) | $186.65(+24.31%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST (DFNM) | 0.55% | 16.9K | $809K | +0.00%(+0) | $47.70(+1.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.32% | +16.81% |
| Top 20 Holdings Unweighted | +4.92% | +15.51% |
Sign up free to track Jp Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.