JHP Wealth Management, LLC reported 7 positions worth $3.23M for the quarter ended Jun 30, 2026, up 8.6% on the prior quarter. It opened 1 new position, added to 1, trimmed 3 and exited 0. Its largest holding is Microsoft Corp at 31.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GOOGL Alphabet Inc. | +633 | $226.10K | 7% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 2,737 | $1.02M | 31.6% | -136 | -4.7% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 3,395 | $679.39K | 21.03% | +31 | +0.9% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 970 | $485.38K | 15.02% | -265 | -21.5% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,031 | $298.22K | 9.23% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 751 | $265.35K | 8.21% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,073 | $255.74K | 7.92% | -159 | -12.9% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 633 | $226.10K | 7% | +633 | – | New | 0% |
Tip. Select a row to see that position’s full history at JHP Wealth Management.
As of its Q2 2026 13F filing, JHP Wealth Management, LLC’s five largest positions were Microsoft Corp (MSFT) at 31.6%, Nvidia Corp (NVDA) at 21.0%, Berkshire Hathaway Inc (BRK-B) at 15.0%, Apple Inc. (AAPL) at 9.2%, Alphabet Inc. (GOOG) at 8.2% of the reported portfolio.
JHP Wealth Management, LLC reported a 13F portfolio worth $3.23M across 7 positions for Q2 2026. That is up 8.6% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($226.10K), Nvidia Corp ($6.20K). It opened 1 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($132.60K), Microsoft Corp ($50.73K), Amazon Com Inc ($37.90K). It exited 0 positions entirely.
From the Form 13F-HR reports JHP Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.