Titelia

Holdings of JHP Wealth Management, LLC

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 89.1 % of the equity sleeve

Sector breakdown

  • Funds 54.5 %
  • Technology 1.8 %
  • Financials 0.6 %
  • Consumer discretionary 0.2 %
  • Communication 0.2 %
  • Unattributed 42.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31104.4M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 44,90029.3M $
2Vanguard S&P 500 ETF 34,29220.5M $
3Schwab Fundamental International Equity Etf 324,27415.9M $
4Vanguard FTSE Developed Markets ETF 122,9577.9M $
5Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 60,3784.5M $
6iShares Trust 65,7763.5M $
7iShares Core U.S. Aggregate Bond ETF 33,3783.3M $
8iShares Core S&P Small-Cap ETF 26,6483.3M $
9iShares Russell 2000 ETF 11,0042.7M $
10Invesco S&P MidCap Momentum ET 14,2212.1M $
11Vanguard Small-Cap ETF 4,7241.2M $
12CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 45,8261.2M $
13Microsoft Corp 2,8731.1M $
14iShares Trust 2,9351M $
15Vanguard Total Bond Market ETF 8,207604.4K $
16Berkshire Hathaway Inc 1,235591.8K $
17NVIDIA Corp 3,364586.7K $
18Vanguard Value ETF 2,789547.1K $
19iShares ESG Aware MSCI USA ETF 3,322469.8K $
20VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,172467K $
21State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 18,819466.7K $
22Vanguard Russell 1000 Growth ETF 4,127452.7K $
23iShares Short-Term National Muni Bond ETF 3,956421.3K $
24Vanguard Growth ETF 865377.9K $
25State Street SPDR S&P 500 ETF Trust 505328.1K $
26Invesco S&P International Deve 5,851320.9K $
27Vanguard Total Stock Market ETF 864277.2K $
28Apple Inc 1,031261.5K $
29Amazon.com Inc 1,232256.6K $
30Ishares Inc 5,580221.4K $
31Alphabet Inc 751215.4K $