JP Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationmt. pleasant, SC
- Num holdings
14
- Value ($000)
$133,684
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001967622
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | 25434V708 | $30.21M | 23 % | 843,018 | ||
QQQM Nasdaq 100 (QQQM) | NASDAQ 100 ETF | 46138G649 | $26.33M | 20 % | 115,919 | ||
STEW SRH Total Return Fund (STEW) | COM | 101507101 | $22.74M | 17 % | 1,286,433 | ||
QQEW Nasdaq 100 (QQEW) | SHS | 337344105 | $17.36M | 13 % | 127,199 | ||
TSI TCW Strategic Income (TSI) | COM | 872340104 | $15.68M | 12 % | 3,213,023 | ||
NDQ Nasdaq 100 (QQQ) | UNIT SER 1 | 46090E103 | $10.79M | 8 % | 19,553 | ||
PHYS/U Sprott Physical Gold Etv (PHYS) | UNIT | 85207H104 | $4.89M | 4 % | 192,955 | ||
IWF Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | 464287614 | $2.29M | 2 % | 5,400 | ||
IWD Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | 464287598 | $1.01M | 1 % | 5,216 | ||
VTV Vguard Value index (VTV) | VALUE ETF | 922908744 | $689.29K | 1 % | 3,900 |
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