JGP Wealth Management, LLC - Portfolio Stock Holdings
JGP Wealth Management, LLC disclosed 242 stock positions in a recent SEC 13F filing. $1,114,413,466 of stock holdings were filed, with the largest holdings including IVV, KLAC, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,431,772,908 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
242Est. Stock Holding Value:
$1,114,413,466Top Stock Holdings By Sector
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Portfolio Stock Holdings - JGP Wealth Management, LLC
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