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The Analysis of JHP Wealth Management, LLC's Holdings & P&L

Currently, JHP Wealth Management, LLC holds 32 types of securities in its portfolio with a total value $104.6M. In the most recent quarter, they have increased their positions in VEA (+20.3K shares, valued at $1.3M), N/A (+1.9K shares, valued at $1.1M), IJR (+7.9K shares, valued at $979.6K); decreased their positions in IGSB (-64.3K shares, valued at $3.4M), SUB (-1.5K shares, valued at $160.4K), EWG (-2.4K shares, valued at $95.4K); initiated new positions in HYMB (+18.8K shares, valued at $466.7K).

1M P&L

+133.0K+0.15%

3M P&L

+2.6M+2.87%

HY P&L

+3.8M+4.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A80.9M

97.4%

2Software - Infrastructure1.1M

1.3%

3Semiconductors586.7K

0.7%

Top Industries by Stock Count

1N/A24 stocks

85.7%

2Internet Retail1 stocks

3.6%

3Consumer Electronics1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR44.9K shares0.82%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS34.3K shares5.78%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR324.3K shares6.38%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS123.0K shares19.75%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T60.4K shares17.99%2026-03-312026-05-14

IGSB ISHARES TR65.8K shares-49.42%2026-03-312026-05-14

AGG ISHARES TR33.4K shares20.00%2026-03-312026-05-14

IJR ISHARES TR26.6K shares41.99%2026-03-312026-05-14

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IWM ISHARES TR11.0K shares0.01%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T14.2K shares3.73%2026-03-312026-05-14

VB VANGUARD INDEX FDS4.7K shares109.77%2026-03-312026-05-14

CGSM CAPITAL GRP FIXED INCM ETF T45.8K shares-2.12%2026-03-312026-05-14

MSFT MICROSOFT CORP2.9K shares-1.37%2026-03-312026-05-14

IWB ISHARES TR2.9K shares0.24%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS8.2K shares11.12%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-0.96%2026-03-312026-05-14

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NVDA NVIDIA CORPORATION3.4K shares4.50%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.8K shares-3.09%2026-03-312026-05-14

ESGU ISHARES TR3.3K shares1.71%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.42%2026-03-312026-05-14

HYMB SPDR SERIES TRUST18.8K sharesnew addition2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS4.1K shares0.12%2026-03-312026-05-14

SUB ISHARES TR4.0K shares-27.57%2026-03-312026-05-14

VUG VANGUARD INDEX FDS865 shares-6.28%2026-03-312026-05-14

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SPY STATE STR SPDR S&P 500 ETF T505 shares0.40%2026-03-312026-05-14

IDMO INVESCO EXCH TRADED FD TR II5.9K shares15.66%2026-03-312026-05-14

VTI VANGUARD INDEX FDS864 shares0.00%2026-03-312026-05-14

AAPL APPLE INC1.0K shares-10.74%2026-03-312026-05-14

AMZN AMAZON COM INC1.2K shares14.82%2026-03-312026-05-14

EWG ISHARES INC5.6K shares-30.11%2026-03-312026-05-14

ALPHABET INC ALPHABET INC751 shares-5.06%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO3.9K shares0.00%2026-03-312026-05-14

Sponsored

IVV

ISHARES TR

0.82%

Shares44.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

5.78%

Shares34.3K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

6.38%

Shares324.3K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

19.75%

Shares123.0K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

17.99%

Shares60.4K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

-49.42%

Shares65.8K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

20.00%

Shares33.4K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

41.99%

Shares26.6K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.01%

Shares11.0K

Event2026-03-31

Filed2026-05-14

XMMO

INVESCO EXCHANGE TRADED FD T

3.73%

Shares14.2K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

109.77%

Shares4.7K

Event2026-03-31

Filed2026-05-14

CGSM

CAPITAL GRP FIXED INCM ETF T

-2.12%

Shares45.8K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.37%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

0.24%

Shares2.9K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

11.12%

Shares8.2K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.96%

Shares1.2K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

4.50%

Shares3.4K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-3.09%

Shares2.8K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

1.71%

Shares3.3K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-14

HYMB

SPDR SERIES TRUST

New

Shares18.8K

Event2026-03-31

Filed2026-05-14

VONG

VANGUARD SCOTTSDALE FDS

0.12%

Shares4.1K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

-27.57%

Shares4.0K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-6.28%

Shares865

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.40%

Shares505

Event2026-03-31

Filed2026-05-14

IDMO

INVESCO EXCH TRADED FD TR II

15.66%

Shares5.9K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.00%

Shares864

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-10.74%

Shares1.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

14.82%

Shares1.2K

Event2026-03-31

Filed2026-05-14

EWG

ISHARES INC

-30.11%

Shares5.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-5.06%

Shares751

Event2026-03-31

Filed2026-05-14

PROFESIONALLY MANAGED PORTFO

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available