JHP Wealth Management
JHP Wealth Management reported 40 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (27.7%), VOO (18.7%) and FNDF (14.3%). Compared with Q1 2026, the fund opened new positions in ITOT, VCRM and VO, added to IVV, FNDF and VEA, trimmed VOO, AGG and IGSB and sold out of SUB, EWG and AKRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $33.8M | 27.7% | 45K | +191 (+0%) | 3 of 3 | |
| 2 |  VOO Vanguard S&P 500 ETF | $22.8M | 18.7% | 33K | −1,035 (−3%) | 3 of 3 | |
| 3 |  FNDF Schwab Fundamental International Equity ETF | $17.5M | 14.3% | 332K | +7,401 (+2%) | 3 of 3 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $9.3M | 7.6% | 130K | +7,442 (+6%) | 3 of 3 | |
| 5 |  SPHQ Invesco Exchange Traded FD T | $5.7M | 4.7% | 63K | +2,667 (+4%) | 3 of 3 | |
| 6 |  IJR Ishares TR | $5.4M | 4.4% | 36K | +9,448 (+35%) | 3 of 3 | |
| 7 |  IWM Ishares TR | $3.3M | 2.7% | 11K | No change | 3 of 3 | |
| 8 |  XMMO Invesco S & P Midcap | $3.1M | 2.5% | 18K | +4,068 (+29%) | 3 of 3 | |
| 9 |  AGG Ishares TR | $3.1M | 2.5% | 31K | −2,037 (−6%) | 3 of 3 | |
| 10 |  VB Vanguard Index Fds | $1.6M | 1.3% | 5,205 | +481 (+10%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →JHP Wealth Management 13F FAQ
What does JHP Wealth Management own?
JHP Wealth Management reported 40 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (27.7%), VOO (18.7%) and FNDF (14.3%). The table above lists every position in the filing (the top 10 without an account).
What did JHP Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 17 added to, 7 trimmed and 3 sold out. New positions include ITOT, VCRM and VO. It sold all of SUB, EWG and AKRE.
When will JHP Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is JHP Wealth Management's portfolio worth?
The Q2 2026 filing reports $122M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.