JP Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location mt. pleasant, SCCIK 0001967622All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
15 | $141.47M | DFAC, QQQM, STEW, TSI | 13F-HR | Jan 15, 2026 | 000196762226000001 | ||
16 | $148.64M | DFAC, QQQM, STEW, QQEW | 13F-HR | Oct 15, 2025 | 000196762225000004 | ||
14 | $133.68M | DFAC, QQQM, STEW, QQEW | 13F-HR | Jul 22, 2025 | 000196762225000001 | ||
16 | $124.1M | DFAC, QQQM, STEW, QQEW | 13F-HR | Apr 18, 2025 | 000122107325000038 | ||
16 | $136.2M | DFAC, QQQM, QQEW, STEW | 13F-HR | Jan 24, 2025 | 000122107325000012 |