JHP Wealth Management, LLC

CENTENNIAL, CO · CIK 2110669 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEnglewood, CO

$122.1m reported value +16.7% vs Q1 2026

40positions

86.4%in top 10

11 new 17 added 9 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	45,091	$33.8m27.66%	27.66%	Added +191	+191 0.4%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	33,257	$22.8m18.71%	18.71%	Reduced -1.0k	-1,035 -3.0%
3	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	331,675	$17.5m14.33%	14.33%	Added +7.4k	+7,401 2.3%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	130,399	$9.3m7.61%	7.61%	Added +7.4k	+7,442 6.0%
5	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	63,045	$5.7m4.65%	4.65%	Added +2.7k	+2,667 4.4%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	36,096	$5.4m4.38%	4.38%	Added +9.4k	+9,448 35.5%
7	ISHARES TR RUSSELL 2000 ETF IWM	IWM	11,002	$3.3m2.71%	2.71%	Reduced -2	-2 -0.0%
8	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	18,289	$3.1m2.55%	2.55%	Added +4.1k	+4,068 28.6%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	31,341	$3.1m2.54%	2.54%	Reduced -2.0k	-2,037 -6.1%
10	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,205	$1.6m1.29%	1.29%	Added +481	+481 10.2%
11	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	49,116	$1.3m1.06%	1.06%	Added +3.3k	+3,290 7.2%
12	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	22,952	$1.2m0.99%	0.99%	Reduced -42.8k	-42,824 -65.1%
13	ISHARES TR RUS 1000 ETF IWB	IWB	2,933	$1.2m0.98%	0.98%	Reduced -2	-2 -0.1%
14	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	14,561	$1.1m0.88%	0.88%	Added +6.4k	+6,354 77.4%
15	MICROSOFT CORP COM MSFT	MSFT	2,737	$1.0m0.84%	0.84%	Reduced -136	-136 -4.7%
16	ISHARES TR CORE S&P TTL STK ITOT	ITOT	5,806	$953.7k0.78%	0.78%	New
17	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	8,953	$684.0k0.56%	0.56%	New
18	NVIDIA CORPORATION COM NVDA	NVDA	3,395	$679.4k0.56%	0.56%	Added +31	+31 0.9%
19	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,802	$610.7k0.50%	0.50%	Added +13	+13 0.5%
20	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	23,598	$600.3k0.49%	0.49%	Added +4.8k	+4,779 25.4%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,239	$583.2k0.48%	0.48%	New
22	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	3,332	$545.4k0.45%	0.45%	Added +10	+10 0.3%
23	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	4,133	$528.2k0.43%	0.43%	Added +6	+6 0.1%
24	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,124	$502.5k0.41%	0.41%	Reduced -48	-48 -2.2%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	970	$485.4k0.40%	0.40%	Reduced -265	-265 -21.5%
26	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,195	$447.5k0.37%	0.37%	Added +5	+5 0.1%
27	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,952	$425.3k0.35%	0.35%	New
28	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	506	$377.7k0.31%	0.31%	Added +1	+1 0.2%
29	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	6,201	$373.9k0.31%	0.31%	Added +350	+350 6.0%
30	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	3,882	$363.5k0.30%	0.30%	New
31	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,786	$333.0k0.27%	0.27%	New
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	864	$319.8k0.26%	0.26%	Unchanged
33	APPLE INC COM AAPL	AAPL	1,031	$298.2k0.24%	0.24%	Unchanged
34	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,447	$275.5k0.23%	0.23%	New
35	ALPHABET INC CAP STK CL C GOOG	GOOG	751	$265.4k0.22%	0.22%	Unchanged
36	AMAZON COM INC COM AMZN	AMZN	1,073	$255.7k0.21%	0.21%	Reduced -159	-159 -12.9%
37	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	309	$227.2k0.19%	0.19%	New
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	633	$226.1k0.19%	0.19%	New
39	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,260	$218.3k0.18%	0.18%	New
40	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	309	$202.4k0.17%	0.17%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR SUB	SUB	3,956	$421.3k4.0k shares
ISHARES INC EWG	EWG	5,580	$221.4k5.6k shares
PROFESIONALLY MANAGED PORTFO AKRE	AKRE	3,900	$206.1k3.9k shares