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JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
JP WEALTH MANAGEMENT, INC. runs JP WEALTH MANAGEMENT, INC. and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $158.86M. Their top holdings are DFAC, QQQM, TSI, QQQ, AVUV. The top five represent 72.3% of reported portfolio weight. JP WEALTH MANAGEMENT, INC. ranks #841 out of 1000 investors tracked by Alpha Score. They added to 4 existing positions. They trimmed 3 positions. Their current best-performing preview position is QQQ with returns of +27.59%.
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14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DFA U S Core Equity 2 (DFAC) | 22.76% | $34.63 | $45.61 | +31.71% | Added +0.74% |
 QQQM Nasdaq 100 (QQQM) | 22.10% | $211.88 | $293.76 | +38.64% | Trimmed -1.42% |
 TSI TCW Strategic Income (TSI) | 12.76% | $4.73 | $4.38 | -7.40% | Added +0.28% |
 QQQ Nasdaq 100 (QQQ) | 8.20% | $511.23 | $713.44 | +39.55% | Trimmed -5.09% |
 AVUV AMERICAN CENTY ETF TR (AVUV) | 6.45% | $110.64 | $126.43 | +14.27% | Added +1.24% |
 PHYS Sprott Physical Gold Etv (PHYS) | 5.68% | $28.51 | $35.00 | +22.75% | Trimmed -30.92% |
 IWF Russell 1000 Growth i-share (IWF) | 1.69% | $193.52 | $122.38 | -36.76% | Added +300.00% |
 IWD Russell 1000 Value i-share (IWD) | 0.80% | $188.14 | $257.31 | +36.76% | Held |
 VTV Vguard Value index (VTV) | 0.54% | $169.30 | $226.35 | +33.70% | Held |
 DFNM DIMENSIONAL ETF TRUST (DFNM) | 0.51% | $47.98 | $47.58 | -0.83% | Held |
Showing 1-10 of 14