JHP Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 14, 2026), JHP Wealth Management, LLC reported 33 stock positions worth $103.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 19.7%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 13.3%).
- Most Recent 13F
- Q2 2026
- Location
- CENTENNIAL, CO
- CIK
- 0002110669
- Portfolio Value
- $103.3M (Q4 2025)
- SEC Filing
- 0002110669-26-000001 ↗ filed May 14, 2026
Holdings Value
Holdings 33 stocks · $103.3M
| IVV iShares Core S&P 500 ETF | 29.54% | 44,533 | $30.5M | — |
| VOO Vanguard S&P 500 ETF | 19.69% | 32,418 | $20.3M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 13.34% | 304,816 | $13.8M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 6.66% | 130,042 | $6.9M | — |
| VEA Vanguard Ftse Developed ETF | 6.21% | 102,677 | $6.4M | — |
| SPHQ Invesco S&P 500 Quality ETF | 3.72% | 51,172 | $3.8M | — |
| AGG iShares Core U.S. Aggregate | 2.69% | 27,816 | $2.8M | — |
| IWM iShares Russell 2000 ETF | 2.62% | 11,003 | $2.7M | — |
| IJR iShares Core S&P Small-Cap E | 2.18% | 18,768 | $2.3M | — |
| XMMO Invesco S&P Midcap Momentum | 1.84% | 13,710 | $1.9M | — |
| MSFT Microsoft Corp. | 1.36% | 2,913 | $1.4M | — |
| CGSM Cap Group Short Muni Income | 1.19% | 46,820 | $1.2M | — |
| IWB iShares Russell 1000 ETF | 1.06% | 2,928 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 1,247 | $627K | — |
| NVDA Nvidia Corp. | 0.58% | 3,219 | $600K | — |
| SUB iShares Short-Term National | 0.56% | 5,462 | $583K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 2,252 | $581K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 2,878 | $550K | — |
| BND Vanguard Total Bond Market | 0.53% | 7,386 | $547K | — |
| VONG Vanguard Russell 1000 Growth | 0.49% | 4,122 | $502K | — |
| ESGU iShares ESG Aware MSCI USA | 0.47% | 3,266 | $487K | — |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 2,163 | $475K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 923 | $450K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 503 | $343K | — |
| EWG iShares MSCI Germany ETF | 0.33% | 7,984 | $339K | — |
| AAPL Apple Inc. | 0.30% | 1,155 | $314K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 864 | $290K | — |
| IDMO Invesco S&P International DE | 0.27% | 5,059 | $281K | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.25% | 3,900 | $255K | — |
| GOOG Alphabet Inc. Class C | 0.24% | 791 | $248K | — |
| AMZN Amazon.com Inc. | 0.24% | 1,073 | $248K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.22% | 1,869 | $223K | — |
| GOOGL Alphabet Inc. Class A | 0.20% | 652 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.