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Portfolio (Quarterly)
Guide ↗
JHP Wealth Management, LLC
·
CIK 0002110669
13F Portfolio
$105M AUM
32 positions
Filed May 14, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
1 New
14 Added
10 Reduced
2 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
SPMO
INVESCO EXCH TRADED FD TR II
—
1,869
$223K
0.22%
SOLD
2
GOOGL
ALPHABET INC
Communication Services
652
$204K
0.20%
SOLD
Sector Allocation
Technology
70.5%
Financial Services
12.1%
Consumer Cyclical
9.5%
Communication Services
7.9%