account_balance
Investment manager · 13F filer · SEC CIK 1748278
JGP Wealth Management, LLC
Reported value$1.13Bas of Sep 30, 2026
Positions242 23 new, 12 sold out
Top 10 weight49.7%IVV alone is 16%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
15.5%Added +7%
AAPLApple Inc.
6.9%
DGROiShares Tr
5.8%Added +16%
KLACKLA Corp
4.6%Trimmed −22%
ITOTiShares Tr
4.6%Added +3%
MSFTMicrosoft Corp
4.0%
ADIAnalog Devices Inc
2.6%
JPMJPMorgan Chase & Co
2.4%
PNCPNC Financial Services Group, Inc.
1.7%
AMGNAmgen Inc
1.6%
GWWW.W. Grainger, Inc.
1.6%
FIXComfort Systems USA Inc
1.4%
IVViShares Tr
15.5%Added +7%
AAPLApple Inc.
6.9%
DGROiShares Tr
5.8%+16%
KLACKLA Corp
4.6%−22%
ITOTiShares Tr
4.6%+3%
MSFTMicrosoft Corp
4.0%
ADI2.6%JPM2.4%PNC1.7%AMGNGWW1.6%FIXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 15.5% Added +7%
AAPL Apple Inc. 6.9% HeldDGRO iShares Tr 5.8% Added +16%
KLAC KLA Corp 4.6% Trimmed −22%ITOT iShares Tr 4.6% Added +3%
MSFT Microsoft Corp 4.0% HeldADI Analog Devices Inc 2.6% HeldJPM JPMorgan Chase & Co 2.4% HeldPNC PNC Financial Services Group, Inc. 1.7% HeldAMGN Amgen Inc 1.6% HeldGWW W.W. Grainger, Inc. 1.6% HeldFIX Comfort Systems USA Inc 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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