JP Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Mt. Pleasant, SC
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$147,468
Net value change ($000)
+5,999 (4.2%)
New positions
1
Sold out positions
1
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVUV 8,961 NEW
TSI 4,125 25.8%
PHYS 1,141 8.0%
VTV 20 2.7%
IWD 18 1.6%
IWS 6 1.1%
Top Reduces (Value $000, Stocks/ETFs)
DAPP -4,555 -100.0%
QQQM -1,170 -4.0%
QQQ -906 -7.8%
STEW -758 -2.8%
DFAC -602 -1.9%
IWF -253 -9.9%
SPY -11 -4.5%
VT -7 -2.2%
IWO -6 -2.7%
DFNM -4 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type