CIK 1748278
JGP Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
235
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 235
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 158K | $1M+ | SH |
| AAPL | APPLE INC | 232K | $1M+ | SH |
| KLAC | KLA CORP | 40K | $1M+ | SH |
| ITOT | ISHARES TR | 286K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 80K | $1M+ | SH |
| DGRO | ISHARES TR | 502K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 82K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 80K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 96K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 64K | $1M+ | SH |
| RTX | RTX CORPORATION | 88K | $1M+ | SH |
| GWW | WW GRAINGER INC | 14K | $1M+ | SH |
| WMT | WALMART INC | 128K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 82K | $1M+ | SH |
| AMGN | AMGEN INC | 43K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 276K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 169K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 44K | $1M+ | SH |
| LOW | LOWES COS INC | 52K | $1M+ | SH |
| DVY | ISHARES TR | 84K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 47K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 339K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 58K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 156K | $1M+ | SH |
| ABT | ABBOTT LABS | 86K | $1M+ | SH |
| INTU | INTUIT | 16K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 63K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 39K | $1M+ | SH |
| AFL | AFLAC INC | 81K | $1M+ | SH |
| PAYX | PAYCHEX INC | 79K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 43K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 9K | $1M+ | SH |
| SCI | SERVICE CORP INTL | 102K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 44K | $1M+ | SH |
| NKE | NIKE INC | 116K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 40K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 75K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 49K | $1M+ | SH |
| ISTB | ISHARES TR | 143K | $1M+ | SH |
| LEN | LENNAR CORP | 61K | $1M+ | SH |
| AGG | ISHARES TR | 59K | $1M+ | SH |
| PEP | PEPSICO INC | 40K | $1M+ | SH |
| MEM | MATTHEWS ASIA FDS | 154K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 61K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 52K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 89K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| SHY | ISHARES TR | 47K | $1M+ | SH |