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JP WEALTH MANAGEMENT, INC. 13F portfolio summary

JP WEALTH MANAGEMENT, INC. of JP WEALTH MANAGEMENT, INC. has 15 current stock holdings with a reported portfolio value of $147.5M. The portfolio 1 year return is +17.80%. Top holdings include SPY (0.00%), PHYS (0.00%), QQQ (0.00%), DFAC (25.95%), QQQM (23.06%).

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JP WEALTH MANAGEMENT, INC.

JP WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

JP WEALTH MANAGEMENT, INC. runs JP WEALTH MANAGEMENT, INC. and currently holds 15 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $147.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JP WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JP WEALTH MANAGEMENT, INC.'s portfolio at JP WEALTH MANAGEMENT, INC. has delivered returns of +17.80%. Their 3-year annualized return is +14.81%. Looking at the 5-year horizon, JP WEALTH MANAGEMENT, INC. has achieved +14.81% annualized returns at JP WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.80%
#0/1000
3 Year
+14.81%
#0/1000
5 Year
+14.81%
#0/1000

Portfolio Value

$147.47M

Alpha Score

13.7

#0 of 1000

Holdings

15

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change