Jgp Wealth Management
$1.1B 13F equity value
254 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Jgp Wealth Management covers the quarter ended September 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 | 229,441 | $176M | 15.5% |
| AAPL | APPLE INC | 233,607 | $78M | 6.9% |
| DGRO | ISHARES TR | 873,549 | $66M | 5.8% |
| KLAC | KLA CORP | 270,046 | $53M | 4.6% |
| ITOT | ISHARES TR | 314,483 | $52M | 4.6% |
| MSFT | MICROSOFT CORP | 88,096 | $45M | 4.0% |
| ADI | ANALOG DEVICES INC | 74,700 | $30M | 2.6% |
| JPM | JPMORGAN CHASE & CO | 80,930 | $27M | 2.4% |
| PNC | PNC FINL SVCS GROUP INC | 84,096 | $19M | 1.7% |
| AMGN | AMGEN INC | 43,391 | $18M | 1.6% |
Track Jgp Wealth Management's 13F portfolio: $1.1B in reported holdings, 254 positions. Top holdings and quarterly changes on SentiSense.
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