account_balance
Investment manager · 13F filer · SEC CIK 2110669
JHP Wealth Management, LLC
Reported value$130Mas of Sep 30, 2026
Positions38 3 new, 5 sold out
Top 10 weight84.5%IVV alone is 27%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
26.7%
VOOVanguard Index FDS
17.8%
FNDFSchwab Strategic Tr
13.4%
VEAVanguard Tax-Managed FDS
7.2%Added +2%
IJRiShares Tr
4.5%+19%
SPHQInvesco Exchange Traded Fd T
4.0%Trimmed −2%
AGGiShares Tr
3.7%Added +64%
IUSBiShares Tr
2.5%New
IWMiShares Tr
2.3%
XMMOInvesco Exchange Traded Fd T
2.3%
IGSBiShares Tr
2.2%
VCRM1.5%
IVViShares Tr
26.7%
VOOVanguard Index FDS
17.8%
FNDFSchwab Strategic Tr
13.4%
VEA7.2%
IJR4.5%
SPHQ4.0%
AGG3.7%
IUSB2.5%
IWM
XMMO
IGSB
Boxes 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 26.7% Held
VOO Vanguard Index FDS 17.8% Held
FNDF Schwab Strategic Tr 13.4% Held
VEA Vanguard Tax-Managed FDS 7.2% Added +2%
IJR iShares Tr 4.5% Added +19%
SPHQ Invesco Exchange Traded Fd T 4.0% Trimmed −2%
AGG iShares Tr 3.7% Added +64%
IUSB iShares Tr 2.5% New
IWM iShares Tr 2.3% Held
XMMO Invesco Exchange Traded Fd T 2.3% Added +13%
IGSB iShares Tr 2.2% Added +146%
VCRM Vanguard Mun Bd FDS 1.5% Added +211%
What changed
Biggest moves since Jun 30, 2026
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