JGP Wealth Management, LLC
JGP Wealth Management, LLC reported 231 positions worth $1.11B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: IVV (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $160.4M | 14.39% | 214,133 | — | — | |
| ▸ 2 | KLAC | SH | $104.6M | 9.39% | 346,796 | — | — | |
| ▸ 3 | AAPL | SH | $67.4M | 6.04% | 232,818 | — | — | |
| ▸ 4 | DGRO | SH | $57.0M | 5.12% | 752,651 | — | — | |
| ▸ 5 | ITOT | SH | $50.4M | 4.52% | 306,602 | — | — | |
| ▸ 6 | MSFT | SH | $32.6M | 2.92% | 87,309 | — | — | |
| ▸ 7 | ADI | SH | $30.0M | 2.69% | 75,458 | — | — | |
| ▸ 8 | JPM | SH | $26.6M | 2.39% | 81,331 | — | — | |
| ▸ 9 | PNC | SH | $20.8M | 1.87% | 84,568 | — | — | |
| ▸ 10 | GWW | SH | $19.3M | 1.73% | 14,195 | — | — |
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Frequently Asked Questions
What stocks does JGP Wealth Management, LLC hold as of Q2 2026?
JGP Wealth Management, LLC reported 231 positions worth $1.11B in its Q2 2026 13F filing. Largest positions: IVV (14.4%), KLAC (9.4%), AAPL (6.0%), DGRO (5.1%) and ITOT (4.5%).
What did JGP Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JGP Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.