Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JHP Wealth Management, LLC (CIK 2110669) reported $122.1M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($33.8M, 27.66%), VOO ($22.8M, 18.71%), FNDF ($17.5M, 14.33%), VEA ($9.3M, 7.61%), SPHQ ($5.7M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.8M | 27.66% | 45,091 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $22.8M | 18.71% | 33,257 | Trimmed |
| 3 | FNDF | SCHWAB STRATEGIC TR | $17.5M | 14.33% | 331,675 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $9.3M | 7.61% | 130,399 | Added |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.7M | 4.65% | 63,045 | Added |
| 6 | IJR | ISHARES TR | $5.4M | 4.38% | 36,096 | Added |
| 7 | IWM | ISHARES TR | $3.3M | 2.71% | 11,002 | Trimmed |
| 8 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.1M | 2.55% | 18,289 | Added |
| 9 | AGG | ISHARES TR | $3.1M | 2.54% | 31,341 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $1.6M | 1.29% | 5,205 | Added |
| 11 | CGSM | CAPITAL GRP FIXED INCM ETF T | $1.3M | 1.06% | 49,116 | Added |
| 12 | IGSB | ISHARES TR | $1.2M | 0.99% | 22,952 | Trimmed |
| 13 | IWB | ISHARES TR | $1.2M | 0.98% | 2,933 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $1.1M | 0.88% | 14,561 | Added |
| 15 | MSFT | MICROSOFT CORP | $1.0M | 0.84% | 2,737 | Trimmed |
| 16 | ITOT | ISHARES TR | $953,728 | 0.78% | 5,806 | New |
| 17 | VCRM | VANGUARD MUN BD FDS | $683,987 | 0.56% | 8,953 | New |
| 18 | NVDA | NVIDIA CORPORATION | $679,388 | 0.56% | 3,395 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $610,738 | 0.50% | 2,802 | Added |
| 20 | HYMB | SPDR SERIES TRUST | $600,341 | 0.49% | 23,598 | Added |
| 21 | VO | VANGUARD INDEX FDS | $583,229 | 0.48% | 7,239 | New |
| 22 | ESGU | ISHARES TR | $545,387 | 0.45% | 3,332 | Added |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $528,191 | 0.43% | 4,133 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $502,476 | 0.41% | 2,124 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $485,378 | 0.40% | 970 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30