JHP Wealth Management, LLC

CIK

2110669

Location

CENTENNIAL, CO

Portfolio Value

Micro $3,571,333

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,348 / 8,517 ▼ 25

Top Industry

Software - Infrastructure 34.4%

3Y Alpha vs SPY

-4.9%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.6%

SPY

+13.9%

Annualised alpha

-5.1%

Max drawdown

−10.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.6%

−31.6 pts

Top 5

80.1%

−6.6 pts

Top 10

100.0%

+1.6 pts

HHI

1,677

Moderately concentrated−2,171

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	56.0%	$1,998,590	3
Unclassified	17.0%	$605,412	2
Financial Services	13.6%	$485,378	1
Consumer Cyclical	7.2%	$255,738	1
Communication Services	6.3%	$226,215	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+31	3,395	$679,305
SPY	Spdr S&P 500 ETF Trust	+1	506	$377,865
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−265	970	$485,378
AMZN	Amazon Com Inc	−159	1,073	$255,738
MSFT	Microsoft Corp	−136	2,737	$1,020,955
GOOGL	Alphabet Inc.	−118	633	$226,215
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
QQQ	Invesco Qqq Trust, Series 1	309	$227,547
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	122,957	$7,879,084
VB	Vanguard Morningstar Small-Cap ETF	4,724	$1,237,310
VIG	Vanguard Dividend Appreciation ETF	2,172	$467,110
AKRE	Akre Focus ETF	3,900	$206,115
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 tracked positions · $3,571,333 total · filing declares 40 positions · $122,102,417 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	2,737	-136	$1,020,955	−4.0%	28.59%
NVDA	Nvidia Corp Technology	Added	3,395	+31	$679,305	+15.8%	19.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	970	-265	$485,378	−18.0%	13.59%
SPY	Spdr S&P 500 ETF Trust	Added	506	+1	$377,865	+15.1%	10.58%
AAPL	Apple Inc. Technology	Held	1,031	0	$298,330	+14.0%	8.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,073	-159	$255,738	−0.3%	7.16%
QQQ	Invesco Qqq Trust, Series 1	NEW	309	NEW	$227,547	NEW	6.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	633	-118	$226,215	+5.0%	6.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.