Loading…
CIK 0001967622 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("jp-wealth-management-inc-0001967622-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR (AVUV) | US SML CP VALU | $9.0M | 6.1% | 81,118 SH | New |
| DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | $31.4M | 21.3% | 809,013 SH | New |
| DIMENSIONAL ETF TRUST (DFNM) | NATL MUN BD ETF | $809K | 0.5% | 16,870 SH | New |
| ISHARES TR (IWO) | RUS 2000 GRW ETF | $219K | 0.1% | 697 SH | New |
| Nasdaq 100 (QQQ) | UNIT SER 1 | $10.8M | 7.3% | 18,646 SH | New |
| Nasdaq 100 (QQQM) | NASDAQ 100 ETF | $27.9M | 18.9% | 117,543 SH | New |
| Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | $2.3M | 1.6% | 5,400 SH | New |
| Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | $1.1M | 0.8% | 5,216 SH | New |
| Russell Midcap Value i-share (IWR) | RUS MDCP VAL ETF | $571K | 0.4% | 5,868 SH | New |
| S&P 500 SPDR (SPY) | TR UNIT | $235K | 0.2% | 361 SH | New |
| Sprott Physical Gold Etv (PHYS) | UNIT | $15.3M | 10.4% | 432,610 SH | New |
| SRH Total Return Fund (STEW) | COM | $26.6M | 18.0% | 1,555,695 SH | New |
| TCW Strategic Income (TSI) | COM | $20.1M | 13.6% | 4,480,723 SH | New |
| Vguard Total World (VT) | TT WRLD ST ETF | $308K | 0.2% | 2,230 SH | New |
| Vguard Value index (VTV) | VALUE ETF | $765K | 0.5% | 3,900 SH | New |
| 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 |