JGP Wealth Management, LLC
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,114,636
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 231 | 1,114,636 | 13F-HR | JGP Wealth Management, LLC |
| Q1 2026 | 4/8/2026 | 223 | 961,350 | 13F-HR | JGP Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 235 | 959,470 | 13F-HR | JGP Wealth Management, LLC |
| Q3 2025 | 10/15/2025 | 210 | 902,356 | 13F-HR | JGP Wealth Management, LLC |
| Q2 2025 | 7/28/2025 | 201 | 825,243 | 13F-HR | JGP Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 702.6 K | 63.0% | 85.12 K | 0 | 85.12 K |
| ETFs | 412 K | 37.0% | 68.17 K | 0 | 68.17 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
1,114,636
Holdings
231
QoQ value change ($000)
153,286
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.