JP Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    mt. pleasant, SC
  • CIK
    0001967622
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

14

$133.68M
DFAC, QQQM, STEW, QQEW
13F-HR
Jul 22, 2025
000196762225000001

16

$124.10M
DFAC, QQQM, STEW, QQEW
13F-HR
Apr 18, 2025
000122107325000038

16

$136.20M
DFAC, QQQM, QQEW, STEW
13F-HR
Jan 24, 2025
000122107325000012
Jp Wealth Management, Inc. 13F Filings