JP Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Mt. Pleasant, SC
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$157,846
Net value change ($000)
-1,018 (-0.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
QQQM 422 1.2%
PHYS 372 4.1%
IWD 28 2.2%
IWF 24 0.9%
VT 2 0.6%
Top Reduces (Value $000, Stocks/ETFs)
STEW -846 -3.0%
AVUV -582 -5.7%
TSI -261 -1.3%
QQQ -44 -0.3%
DFAC -41 -0.1%
DFNM -38 -4.7%
IWO -26 -9.5%
IWS -21 -3.2%
VTV -7 -0.8%
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