JHP Wealth Management, LLC
All 13F Filings
- Location
- Centennial, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 130,498
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 38 | 130,498 | 13F-HR | JHP Wealth Management, LLC |
| Q2 2026 | 7/30/2026 | 40 | 122,102 | 13F-HR | JHP Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 32 | 104,605 | 13F-HR | JHP Wealth Management, LLC |
| Q4 2025 | 5/14/2026 | 33 | 103,269 | 13F-HR | JHP Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.95 K | 3.0% | 720 | 0 | 720 |
| ETFs | 126.5 K | 97.0% | 7.677 K | 0 | 7.677 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
130,498
Holdings
38
QoQ value change ($000)
8,396
(6.9%)
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.