JP Wealth Management
$158M 13F equity value
14 Holdings
Quarter ended September 30, 2026
The latest 13F on file for JP 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 |
|---|---|---|---|---|
| DFAC | DFA U S Core Equity 2 (DFAC) | 812,398 | $36M | 22.9% |
| QQQM | Nasdaq 100 (QQQM) | 116,619 | $36M | 22.5% |
| STEW | SRH Total Return Fund (STEW) | 1,572,713 | $27M | 17.3% |
| TSI | TCW Strategic Income (TSI) | 4,652,246 | $20M | 12.7% |
| QQQ | Nasdaq 100 (QQQ) | 17,557 | $13M | 8.2% |
| AVUV | American Centy ETF TR (AVUV) | 82,062 | $10M | 6.1% |
| PHYS | Sprott Physical Gold Etv (PHYS) | 300,228 | $9M | 5.9% |
| IWF | Russell 1000 Growth i-share (IWF) | 21,600 | $3M | 1.7% |
| IWD | Russell 1000 Value i-share (IWD) | 5,216 | $1M | 0.8% |
| VTV | Vguard Value index (VTV) | 3,900 | $842,712 | 0.5% |
Track JP Wealth Management's 13F portfolio: $158M in reported holdings, 14 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}