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JHP Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    centennial, CO
  • Num holdings

    32

  • Value ($000)

    $104,605

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002110669
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$29.33M
28 %

44,900

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$20.49M
20 %

34,292

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$15.87M
15 %

324,274

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$7.88M
8 %

122,957

S
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
46137V241
$4.54M
4 %

60,378

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$3.46M
3 %

65,776

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$3.31M
3 %

33,378

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$3.31M
3 %

26,648

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$2.73M
3 %

11,004

X
XMMO

INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM
46137V464
$2.06M
2 %

14,221

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