Q2 2026 13F · SEC CIK 2110669

JHP Wealth Management, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $122.1M
Reported positions: 40
Holdings vs S&P 500, 3 yrs: —
Assets under management: $223.8M

JHP Wealth Management, LLC is a wealth manager that reported 40 positions worth $122.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 27.7%), Vanguard S&p 500 ETF (VOO, 18.7%), Schwab Strategic Tr (FNDF, 14.3%).

JHP Wealth Management, LLC holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

JHP Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	27.7%	28.0%	45,091	+0.4%	$33.8M
VOOVanguard S&p 500 ETF	18.7%	19.6%	33,257	-3.0%	$22.8M
FNDFSchwab Strategic Tr	14.3%	15.2%	331,675	+2.3%	$17.5M
VEAVanguard Tax-Managed Fds	7.6%	7.5%	130,399	+6.1%	$9.3M
SPHQInvesco Exchange Traded Fd T	4.7%	4.3%	63,045	+4.4%	$5.7M
IJRIshares Core S&p Small Cap ETF	4.4%	3.2%	36,096	+35.5%	$5.4M
IWMIshares	2.7%	2.6%	11,002	-0.0%	$3.3M
XMMOInvesco S&p Midcap Momentum ETF	2.5%	2.0%	18,289	+28.6%	$3.1M
AGGIshares Tr	2.5%	3.2%	31,341	-6.1%	$3.1M
VBVanguard Indx Fd	1.3%	1.2%	5,205	+10.2%	$1.6M
CGSMCapital Grp Fixed Incm ETF T	1.1%	1.2%	49,116	+7.2%	$1.3M
IGSBIshares 1-3 Yr Credit Bond ETF	1.0%	3.3%	22,952	-65.1%	$1.2M
IWBIshares Russell 1000 ETF	1.0%	1.0%	2,933	-0.1%	$1.2M
BNDVanguard Total Bond Market ETF	0.9%	0.6%	14,561	+77.4%	$1.1M
MSFTMicrosoft Corp	0.8%	1.0%	2,737	-4.7%	$1.0M
ITOTIshares Total US Stock Market ETF	0.8%	New	5,806	—	$954K
VCRMVanguard Mun Bd Fds	0.6%	New	8,953	—	$684K
NVDANvidia Corporation Com	0.6%	0.6%	3,395	+0.9%	$679K
VTVVanguard Value ETF	0.5%	0.5%	2,802	+0.5%	$611K
HYMBSpdr Series Trust	0.5%	0.4%	23,598	+25.4%	$600K
VOVanguard Index Fds	0.5%	New	7,239	—	$583K
ESGUIshares Msci Usa Esg	0.4%	0.4%	3,332	+0.3%	$545K
VONGVanguard Russell 1000 Growth ETF	0.4%	0.4%	4,133	+0.1%	$528K
VIGVanguard Dividend Appreciation ETF	0.4%	0.4%	2,124	-2.2%	$502K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.6%	970	-21.5%	$485K
VUGVanguard Indx Fd	0.4%	0.4%	5,195	+500.6%	$447K
MUBIshares National Muni Bond ETF	0.3%	New	3,952	—	$425K
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	506	+0.2%	$378K
IDMOInvesco Exch Traded Fd Tr II	0.3%	0.3%	6,201	+6.0%	$374K
XSMOInvesco S&p Smallcap Momentum ETF	0.3%	New	3,882	—	$363K
VGTVanguard Info Tech	0.3%	New	2,786	—	$333K
VTIVanguard Index Fds	0.3%	0.3%	864	+0.0%	$320K
AAPLApple Inc	0.2%	0.3%	1,031	+0.0%	$298K
VTEBVanguard Tx Ex Bd	0.2%	New	5,447	—	$275K
GOOGAlphabet Inc	0.2%	0.2%	751	+0.0%	$265K
AMZNAmazon Com Inc Com	0.2%	0.2%	1,073	-12.9%	$256K
QQQInvesco Qqq Tr	0.2%	New	309	—	$227K
GOOGLAlphabet Inc	0.2%	New	633	—	$226K
IEFAIshares Core Msci Eafe ETF	0.2%	New	2,260	—	$218K
SMHVaneck Semiconductor ETF	0.2%	New	309	—	$202K

What JHP Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$122.1M	40
Q1 2026	$104.6M	32
Q4 2025	$103.3M	33

Questions about JHP Wealth Management, LLC's portfolio

What stocks does JHP Wealth Management, LLC own?

JHP Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 40 positions worth $122.1M. The largest are Ishares Core S&p 500 ETF (IVV) at 27.7%, Vanguard S&p 500 ETF (VOO) at 18.7%, Schwab Strategic Tr (FNDF) at 14.3%, Vanguard Tax-Managed Fds (VEA) at 7.6% and Invesco Exchange Traded Fd T (SPHQ) at 4.7%.

What did JHP Wealth Management, LLC buy last quarter?

In Q2 2026, JHP Wealth Management, LLC added a new position in Ishares Total US Stock Market ETF (ITOT), a new position in Vanguard Mun Bd Fds (VCRM), a new position in Vanguard Index Fds (VO), a new position in Ishares National Muni Bond ETF (MUB), a new position in Invesco S&p Smallcap Momentum ETF (XSMO), Vanguard Indx Fd (VUG) (+500.6% shares), Vanguard Total Bond Market ETF (BND) (+77.4% shares) and Ishares Core S&p Small Cap ETF (IJR) (+35.5% shares), compared with its Q1 2026 filing.

What did JHP Wealth Management, LLC sell last quarter?

In Q2 2026, JHP Wealth Management, LLC sold all of Ishares Tr (SUB), sold all of Ishares Inc (EWG), sold all of Profesionally Managed Portfo (AKRE), Ishares 1-3 Yr Credit Bond ETF (IGSB) (-65.1% shares), Berkshire Hathaway Inc Del (BRK-B) (-21.5% shares) and Amazon Com Inc Com (AMZN) (-12.9% shares), compared with its Q1 2026 filing.

When is JHP Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. JHP Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does JHP Wealth Management, LLC manage?

JHP Wealth Management, LLC reported $223.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $122.1M.