JP Wealth Management, Inc. - Portfolio overview

JP Wealth Management, Inc. has 17 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DFA U S Core Equity 2 (DFAC), 18.37%
2. QQQM - Nasdaq 100 (QQQM), 16.32%
3. STEW - SRH Total Return Fund (STEW), 15.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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