JP Wealth Management, Inc.
JP Wealth Management, Inc. is a Trust / Endowment institutional filer with the SEC under CIK 1967622, reporting 14 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: NY
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-07
Top 10 portfolio positions
The largest reported holdings in JP Wealth Management, Inc.'s most recent 13F filing, ranked by reported market value.
- DFA U S Core Equity 2 (DFAC) (DFAC)
- Nasdaq 100 (QQQM) (QQQM)
- SRH Total Return Fund (STEW) (STEW)
- TCW Strategic Income (TSI) (TSI)
- Nasdaq 100 (QQQ) (QQQ)
- American Centy ETF TR (AVUV) (AVUV)
- Sprott Physical Gold Etv (PHYS) (PHYS)
- Russell 1000 Growth i-share (IWF) (IWF)
- Russell 1000 Value i-share (IWD) (IWD)
- Vguard Value index (VTV) (VTV)
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