Jgp Wealth Management
$1.1B 13F equity value
242 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jgp Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 214,133 | $160M | 14.4% |
| KLAC | KLA CORP | 346,796 | $105M | 9.4% |
| AAPL | APPLE INC | 232,818 | $67M | 6.0% |
| DGRO | ISHARES TR | 752,651 | $57M | 5.1% |
| ITOT | ISHARES TR | 306,602 | $50M | 4.5% |
| MSFT | MICROSOFT CORP | 87,309 | $33M | 2.9% |
| ADI | ANALOG DEVICES INC | 75,458 | $30M | 2.7% |
| JPM | JPMORGAN CHASE & CO | 81,331 | $27M | 2.4% |
| PNC | PNC FINL SVCS GROUP INC | 84,568 | $21M | 1.9% |
| GWW | WW GRAINGER INC | 14,195 | $19M | 1.7% |
Track Jgp Wealth Management's 13F portfolio: $1.1B in reported holdings, 242 positions. Top holdings and quarterly changes on SentiSense.
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