JGP Wealth Management, LLC

CIK 0001748278 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $759.8M186 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$362K	0.0%	2,464 SH
ABBOTT LABS	COM	$11.3M	1.5%	85,046 SH
ABBVIE INC	COM	$3.7M	0.5%	17,699 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$985K	0.1%	3,157 SH
ADOBE INC	COM	$737K	0.1%	1,921 SH
AFLAC INC	COM	$8.8M	1.2%	79,498 SH
AGCO CORP	COM	$333K	0.0%	3,600 SH
AIR PRODS & CHEMS INC	COM	$13.5M	1.8%	45,792 SH
ALLSTATE CORP	COM	$203K	0.0%	980 SH
ALPHABET INC	CAP STK CL A	$2.3M	0.3%	14,847 SH
ALPHABET INC	CAP STK CL C	$776K	0.1%	4,965 SH
AMAZON COM INC	COM	$4.4M	0.6%	22,868 SH
AMERICAN ELEC PWR CO INC	COM	$1.4M	0.2%	12,834 SH
AMERICAN EXPRESS CO	COM	$238K	0.0%	886 SH
AMGEN INC	COM	$13.3M	1.7%	42,621 SH
ANALOG DEVICES INC	COM	$15.7M	2.1%	77,641 SH
ANTERO MIDSTREAM CORP	COM	$739K	0.1%	41,062 SH
APPLE INC	COM	$48.7M	6.4%	219,133 SH
APPLIED MATLS INC	COM	$423K	0.1%	2,916 SH
ASML HOLDING N V	N Y REGISTRY SHS	$377K	0.0%	569 SH
AT&T INC	COM	$209K	0.0%	7,377 SH
AUTODESK INC	COM	$450K	0.1%	1,719 SH
AUTOMATIC DATA PROCESSING IN	COM	$19.1M	2.5%	62,487 SH
AVERY DENNISON CORP	COM	$1.1M	0.1%	6,244 SH
BALL CORP	COM	$720K	0.1%	13,824 SH
BANK AMERICA CORP	COM	$524K	0.1%	12,567 SH
BECTON DICKINSON & CO	COM	$228K	0.0%	997 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.2%	3,061 SH
BLACKROCK INC	COM	$254K	0.0%	269 SH
BOEING CO	COM	$285K	0.0%	1,669 SH
BOSTON SCIENTIFIC CORP	COM	$211K	0.0%	2,087 SH
BROADCOM INC	COM	$548K	0.1%	3,270 SH
BUILDERS FIRSTSOURCE INC	COM	$415K	0.1%	3,323 SH
CADENCE DESIGN SYSTEM INC	COM	$749K	0.1%	2,944 SH
CHEVRON CORP NEW	COM	$1.4M	0.2%	8,223 SH
CHURCH & DWIGHT CO INC	COM	$7.2M	0.9%	65,150 SH
CISCO SYS INC	COM	$1.2M	0.2%	18,653 SH
COCA COLA CO	COM	$1.6M	0.2%	22,414 SH
COMCAST CORP NEW	CL A	$6.7M	0.9%	180,420 SH
COPART INC	COM	$1.1M	0.1%	19,336 SH
COSTCO WHSL CORP NEW	COM	$3.5M	0.5%	3,749 SH
CSX CORP	COM	$458K	0.1%	15,560 SH
CUMMINS INC	COM	$1.2M	0.2%	3,831 SH
D R HORTON INC	COM	$664K	0.1%	5,226 SH
DANAHER CORPORATION	COM	$790K	0.1%	3,852 SH
DEERE & CO	COM	$1.5M	0.2%	3,205 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$9.1M	1.2%	344,490 SH
DOVER CORP	COM	$1.4M	0.2%	7,861 SH
ELECTRONIC ARTS INC	COM	$951K	0.1%	6,578 SH
ELI LILLY & CO	COM	$1.5M	0.2%	1,760 SH
EMERSON ELEC CO	COM	$438K	0.1%	3,996 SH
EXXON MOBIL CORP	COM	$2.1M	0.3%	17,273 SH
FACTSET RESH SYS INC	COM	$8.4M	1.1%	18,504 SH
FEDEX CORP	COM	$447K	0.1%	1,832 SH
FISERV INC	COM	$1.8M	0.2%	7,996 SH
FORTINET INC	COM	$1.3M	0.2%	13,609 SH
GOLDMAN SACHS GROUP INC	COM	$215K	0.0%	394 SH
GRAINGER W W INC	COM	$13.0M	1.7%	13,187 SH
HENRY JACK & ASSOC INC	COM	$8.4M	1.1%	45,898 SH
HOME DEPOT INC	COM	$4.2M	0.5%	11,381 SH
HUBBELL INC	COM	$720K	0.1%	2,177 SH
IDACORP INC	COM	$219K	0.0%	1,888 SH
ILLINOIS TOOL WKS INC	COM	$9.8M	1.3%	39,480 SH
INTEL CORP	COM	$469K	0.1%	20,647 SH
INTERCONTINENTAL EXCHANGE IN	COM	$10.9M	1.4%	63,066 SH
INTERNATIONAL BUSINESS MACHS	COM	$358K	0.0%	1,439 SH
INTUIT	COM	$9.6M	1.3%	15,636 SH
INTUITIVE SURGICAL INC	COM NEW	$951K	0.1%	1,920 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	0.2%	8,698 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.2%	7,085 SH
INVESCO QQQ TR	UNIT SER 1	$667K	0.1%	1,422 SH
ISHARES INC	CORE MSCI EMKT	$2.5M	0.3%	46,600 SH
ISHARES INC	MSCI JPN ETF NEW	$477K	0.1%	6,961 SH
ISHARES TR	0-5 YR TIPS ETF	$453K	0.1%	4,378 SH
ISHARES TR	0-5YR INVT GR CP	$971K	0.1%	19,303 SH
ISHARES TR	1 3 YR TREAS BD	$1.3M	0.2%	15,566 SH
ISHARES TR	3 7 YR TREAS BD	$251K	0.0%	2,121 SH
ISHARES TR	CORE 1 5 YR USD	$6.3M	0.8%	131,015 SH
ISHARES TR	CORE DIV GRWTH	$27.6M	3.6%	445,984 SH
ISHARES TR	CORE INTL AGGR	$3.4M	0.4%	67,845 SH
ISHARES TR	CORE MSCI EAFE	$4.4M	0.6%	58,582 SH
ISHARES TR	CORE MSCI TOTAL	$556K	0.1%	7,961 SH
ISHARES TR	CORE S&P MCP ETF	$282K	0.0%	4,838 SH
ISHARES TR	CORE S&P SCP ETF	$461K	0.1%	4,408 SH
ISHARES TR	CORE S&P TTL STK	$26.6M	3.5%	218,188 SH
ISHARES TR	CORE S&P500 ETF	$75.9M	10.0%	135,063 SH
ISHARES TR	CORE US AGGBD ET	$2.1M	0.3%	21,267 SH
ISHARES TR	CR 5 10 YR ETF	$250K	0.0%	5,756 SH
ISHARES TR	ESG MSCI LEADR	$269K	0.0%	2,808 SH
ISHARES TR	MBS ETF	$1.2M	0.2%	12,565 SH
ISHARES TR	MORNINGSTAR GRWT	$239K	0.0%	2,949 SH
ISHARES TR	MSCI CHINA ETF	$253K	0.0%	4,659 SH
ISHARES TR	MSCI INDIA ETF	$267K	0.0%	5,196 SH
ISHARES TR	MSCI INTL QUALTY	$461K	0.1%	11,607 SH
ISHARES TR	MSCI USA QLT FCT	$368K	0.0%	2,151 SH
ISHARES TR	MSCI USA VALUE	$295K	0.0%	2,769 SH
ISHARES TR	RUS 1000 GRW ETF	$308K	0.0%	853 SH
ISHARES TR	RUS MID CAP ETF	$288K	0.0%	3,384 SH
ISHARES TR	RUSSELL 2000 ETF	$258K	0.0%	1,295 SH
ISHARES TR	S&P 500 GRWT ETF	$555K	0.1%	5,982 SH
ISHARES TR	SELECT DIVID ETF	$11.3M	1.5%	84,180 SH
ISHARES TR	U S EQUITY FACTR	$315K	0.0%	5,435 SH
ISHARES TR	USD INV GRDE ETF	$214K	0.0%	4,193 SH
ISHARES U S ETF TR	SHORT DURATION B	$1.1M	0.1%	21,219 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.8M	0.6%	95,281 SH
JOHNSON & JOHNSON	COM	$6.9M	0.9%	41,446 SH
JPMORGAN CHASE & CO.	COM	$20.0M	2.6%	81,691 SH
KIMBERLY-CLARK CORP	COM	$332K	0.0%	2,336 SH
KLA CORP	COM NEW	$27.8M	3.7%	40,938 SH
KROGER CO	COM	$262K	0.0%	3,865 SH
L3HARRIS TECHNOLOGIES INC	COM	$9.1M	1.2%	43,328 SH
LAM RESEARCH CORP	COM NEW	$294K	0.0%	4,049 SH
LENNAR CORP	CL A	$8.4M	1.1%	73,502 SH
LINDE PLC	SHS	$265K	0.0%	569 SH
LOCKHEED MARTIN CORP	COM	$1.9M	0.2%	4,148 SH
LOWES COS INC	COM	$11.7M	1.5%	50,212 SH
M & T BK CORP	COM	$971K	0.1%	5,434 SH
MARKEL GROUP INC	COM	$301K	0.0%	161 SH
MARSH & MCLENNAN COS INC	COM	$1.2M	0.2%	4,966 SH
MATTHEWS ASIA FDS	EMER MKTS EQUITY	$4.4M	0.6%	151,293 SH
MCCORMICK & CO INC	COM NON VTG	$1.4M	0.2%	17,560 SH
MCDONALDS CORP	COM	$2.3M	0.3%	7,465 SH
MEDTRONIC PLC	SHS	$6.3M	0.8%	70,520 SH
MERCK & CO INC	COM	$1.0M	0.1%	11,479 SH
META PLATFORMS INC	CL A	$1.1M	0.1%	1,835 SH
MICROSOFT CORP	COM	$28.0M	3.7%	74,586 SH
MORGAN STANLEY	COM NEW	$430K	0.1%	3,686 SH
NETFLIX INC	COM	$749K	0.1%	803 SH
NEXTERA ENERGY INC	COM	$12.1M	1.6%	170,859 SH
NIKE INC	CL B	$7.0M	0.9%	110,001 SH
NOKIA CORP	SPONSORED ADR	$53K	0.0%	10,073 SH
NORTHROP GRUMMAN CORP	COM	$431K	0.1%	841 SH
NORTHWEST NAT HLDG CO	COM	$206K	0.0%	4,822 SH
NVIDIA CORPORATION	COM	$4.3M	0.6%	39,788 SH
OMNICOM GROUP INC	COM	$1.5M	0.2%	18,587 SH
ORACLE CORP	COM	$2.5M	0.3%	18,093 SH
PACKAGING CORP AMER	COM	$1.3M	0.2%	6,701 SH
PALANTIR TECHNOLOGIES INC	CL A	$501K	0.1%	5,939 SH
PALO ALTO NETWORKS INC	COM	$253K	0.0%	1,481 SH
PAYCHEX INC	COM	$12.0M	1.6%	78,012 SH
PEPSICO INC	COM	$5.5M	0.7%	36,836 SH
PFIZER INC	COM	$563K	0.1%	22,237 SH
PNC FINL SVCS GROUP INC	COM	$16.5M	2.2%	93,953 SH
POOL CORP	COM	$10.8M	1.4%	33,948 SH
PPG INDS INC	COM	$3.7M	0.5%	33,909 SH
PROCTER AND GAMBLE CO	COM	$8.3M	1.1%	48,537 SH
PUBLIC STORAGE OPER CO	COM	$2.0M	0.3%	6,787 SH
QUEST DIAGNOSTICS INC	COM	$14.0M	1.8%	83,017 SH
RESMED INC	COM	$917K	0.1%	4,095 SH
RTX CORPORATION	COM	$11.8M	1.6%	89,224 SH
SALESFORCE INC	COM	$346K	0.0%	1,288 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$414K	0.1%	2,005 SH
SERVICE CORP INTL	COM	$8.1M	1.1%	100,626 SH
SHERWIN WILLIAMS CO	COM	$1.1M	0.1%	3,263 SH
SHOPIFY INC	CL A	$481K	0.1%	5,033 SH
SMARTRENT INC	COM CL A	$48K	0.0%	40,000 SH
SNAP ON INC	COM	$1.0M	0.1%	3,067 SH
SPDR GOLD TR	GOLD SHS	$294K	0.0%	1,019 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.2%	2,863 SH
STARBUCKS CORP	COM	$1.1M	0.1%	10,831 SH
STRYKER CORPORATION	COM	$3.7M	0.5%	10,024 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$477K	0.1%	2,875 SH
TARGET CORP	COM	$637K	0.1%	6,103 SH
TESLA INC	COM	$868K	0.1%	3,350 SH
TEXAS INSTRS INC	COM	$2.1M	0.3%	11,591 SH
TRACTOR SUPPLY CO	COM	$14.3M	1.9%	259,037 SH
UNITEDHEALTH GROUP INC	COM	$534K	0.1%	1,020 SH
US BANCORP DEL	COM NEW	$774K	0.1%	18,339 SH
VANGUARD INDEX FDS	GROWTH ETF	$256K	0.0%	691 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$334K	0.0%	651 SH
VANGUARD INDEX FDS	SMALL CP ETF	$376K	0.0%	1,696 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.2%	5,688 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$520K	0.1%	8,571 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$356K	0.0%	3,078 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$724K	0.1%	3,733 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$500K	0.1%	1,620 SH
VERIZON COMMUNICATIONS INC	COM	$890K	0.1%	19,624 SH
VISA INC	COM CL A	$1.5M	0.2%	4,370 SH
WALMART INC	COM	$10.9M	1.4%	124,620 SH
WASTE MGMT INC DEL	COM	$2.1M	0.3%	9,099 SH
WEC ENERGY GROUP INC	COM	$291K	0.0%	2,670 SH
WELLS FARGO CO NEW	COM	$249K	0.0%	3,468 SH
WEST PHARMACEUTICAL SVSC INC	COM	$338K	0.0%	1,511 SH
WILLIAMS SONOMA INC	COM	$992K	0.1%	6,273 SH
WISDOMTREE INC	COM	$106K	0.0%	11,828 SH
YUM BRANDS INC	COM	$343K	0.0%	2,180 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000887	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001748278-26-000002	$959.5M	View
Oct 15, 2025	Q3 2025