JP Wealth Management, Inc.
JP Wealth Management, Inc. reported 14 positions worth $158.9M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAC (22.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $36.2M | 22.76% | 814,968 | — | — | |
| ▸ 2 | QQQM | SH | $35.1M | 22.10% | 115,869 | — | — | |
| ▸ 3 | STEW | SH | $28.2M | 17.73% | 1,573,433 | — | — | |
| ▸ 4 | TSI | SH | $20.3M | 12.76% | 4,493,487 | — | — | |
| ▸ 5 | QQQ | SH | $13.0M | 8.20% | 17,697 | — | — | |
| ▸ 6 | AVUV | SH | $10.2M | 6.45% | 82,122 | — | — | |
| ▸ 7 | PHYS | SH | $9.0M | 5.68% | 298,830 | — | — | |
| ▸ 8 | IWF | SH | $2.7M | 1.69% | 21,600 | — | — | |
| ▸ 9 | IWD | SH | $1.3M | 0.80% | 5,216 | — | — | |
| ▸ 10 | VTV | SH | $849.9K | 0.54% | 3,900 | — | — |
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Frequently Asked Questions
What stocks does JP Wealth Management, Inc. hold as of Q2 2026?
JP Wealth Management, Inc. reported 14 positions worth $158.9M in its Q2 2026 13F filing. Largest positions: DFAC (22.8%), QQQM (22.1%), STEW (17.7%), TSI (12.8%) and QQQ (8.2%).
What did JP Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JP Wealth Management, Inc. 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.