JHP Wealth Management, LLC
CIK
2110669
Location
CENTENNIAL, CO
Portfolio Value
Micro
$1,911,836
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,070
/ 8,232
▲ 163
Top Industry
Software - Infrastructure
38.5%
3Y Alpha vs SPY
-11.8%
Period ended 2 months ago
Filed May 14, 2026 · 31d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.8%
SPY
+9.1%
Annualised alpha
-11.8%
Max drawdown
−9.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.4%
−3.2 pts
Top 5
91.7%
+3.8 pts
Top 10
100.0%
0.0 pts
HHI
2,167
Moderately concentrated−13
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 61.9% | $1,911,836 |
| Financial Services | 19.2% | $591,812 |
| Unclassified | 10.6% | $328,421 |
| Consumer Cyclical | 8.3% | $256,588 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 652 | $204,076 | |
| No positions match the current search. | ||||
3 positions ·
$1,911,836 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,873 | $1,063,498 | 55.63% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,364 | $586,681 | 30.69% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,031 | $261,657 | 13.69% |