CIK 1967622
JP Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
15
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–15 of 15
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DFA U S Core Equity 2 (DFAC) | 809K | $1M+ | SH |
| QQQM | Nasdaq 100 (QQQM) | 115K | $1M+ | SH |
| STEW | SRH Total Return Fund (STEW) | 1.5M | $1M+ | SH |
| TSI | TCW Strategic Income (TSI) | 3.2M | $1M+ | SH |
| PHYS | Sprott Physical Gold Etv (PHYS) | 430K | $1M+ | SH |
| QQQ | Nasdaq 100 (QQQ) | 19K | $1M+ | SH |
| DAPP | VANECK ETF TRUST (DAPP) | 276K | $1M+ | SH |
| IWF | Russell 1000 Growth i-share (IWF) | 5K | $1M+ | SH |
| IWD | Russell 1000 Value i-share (IWD) | 5K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST (DFNM) | 17K | $500K+ | SH |
| VTV | Vguard Value index (VTV) | 4K | $500K+ | SH |
| IWS | Russell Midcap Value i-share (IWR) | 6K | $500K+ | SH |
| VT | Vguard Total World (VT) | 2K | $100K–$500K | SH |
| SPY | S&P 500 SPDR (SPY) | 361 | $100K–$500K | SH |
| IWO | ISHARES TR (IWO) | 697 | $100K–$500K | SH |