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CIK 0001967622 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | $32.0M | 21.5%Prev: 22.8% | 828,444 SH | Decreased+13,476 SH |
| Nasdaq 100 (QQEW) | SHS | $17.8M | 12.0% | 126,339 SH | New |
| Nasdaq 100 (QQQ) | UNIT SER 1 | $11.4M | 7.7%Prev: 8.2% | 19,023 SH | Decreased+1,326 SH |
| Nasdaq 100 (QQQM) | NASDAQ 100 ETF | $27.6M | 18.6%Prev: 22.1% | 111,856 SH | Decreased-4,013 SH |
| National Municipal Bond (DFNM) | NATL MUN BD ETF | $809K | 0.5% | 16,870 SH | New |
| Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | $2.5M | 1.7%Prev: 1.7% | 5,400 SH | Decreased-16,200 SH |
| Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | $1.1M | 0.7%Prev: 0.8% | 5,216 SH | Decreased |
| Russell 2000 Growth i-share (IWO) | RUS 2000 GRW ETF | $223K | 0.2% | 697 SH | New |
| Russell Midcap Value i-share (IWR) | RUS MDCP VAL ETF | $567K | 0.4%Prev: 0.4% | 5,868 SH | Decreased |
| S&P 500 SPDR (SPY) | TR UNIT | $240K | 0.2% | 361 SH | New |
| Sprott Physical Gold Etv (PHYS) | UNIT | $9.9M | 6.6%Prev: 5.7% | 333,135 SH | Increased+34,305 SH |
| SRH Total Return Fund (STEW) | COM | $22.8M | 15.3%Prev: 17.7% | 1,256,283 SH | Decreased-317,150 SH |
| TCW Strategic Income (TSI) | COM | $14.8M | 9.9%Prev: 12.8% | 3,006,023 SH | Decreased-1,487,464 SH |
| VanEck Digital Transformation (DAPP) | DIGI TRANSFRM | $5.9M | 3.9% | 269,570 SH | New |
| Vguard Total World (VT) | TT WRLD ST ETF | $307K | 0.2%Prev: 0.2% | 2,230 SH | Decreased |
| Vguard Value index (VTV) | VALUE ETF | $727K | 0.5%Prev: 0.5% | 3,900 SH | Decreased |
| 13F-HR |
| 0001967622-25-000004 |
| $148.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001967622-26-000003 | $158.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001967622-25-000001 | $133.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001967622-26-000002 | $147.5M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000038 | $124.1M | View |