JHP Wealth Management, LLC - Portfolio Stock Holdings

JHP Wealth Management, LLC disclosed 43 stock positions in a recent SEC 13F filing. $130,498,781 of stock holdings were filed, with the largest holdings including IVV, VOO, and FNDF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $223,829,473 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.