JHP Wealth Management, LLC: 13F holdings
CIK 21106692026Q2
| Positions | 40 |
|---|
| Reported value | $122.1m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 40 (+8 vs prior quarter) |
|---|
| Reported value | $122.1m (+16.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 45,091 | $33.8m | 27.7% |
| VOO VANGUARD INDEX FDS | 33,257 | $22.8m | 18.7% |
| EWU SCHWAB STRATEGIC TR | 331,675 | $17.5m | 14.3% |
| VEA VANGUARD TAX-MANAGED FDS | 130,399 | $9.3m | 7.6% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 63,045 | $5.7m | 4.7% |
| IJR ISHARES TR | 36,096 | $5.4m | 4.4% |
| IWM ISHARES TR | 11,002 | $3.3m | 2.7% |
| XMMO INVESCO EXCHANGE TRADED FD T | 18,289 | $3.1m | 2.5% |
| AGG ISHARES TR | 31,341 | $3.1m | 2.5% |
| VB VANGUARD INDEX FDS | 5,205 | $1.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110669")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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