JP Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationmt. pleasant, SC
- Num holdings
15
- Value ($000)
$141,469
- Date Filed01/15/2026
- Form type13F-HR
- CIK0001967622
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | 25434V708 | $32.04M | 23 % | 809,294 | ||
Nasdaq 100 (QQQM) | NASDAQ 100 ETF | 46138G649 | $29.1M | 21 % | 115,062 | ||
SRH Total Return Fund (STEW) | COM | 101507101 | $27.36M | 19 % | 1,475,715 | ||
TCW Strategic Income (TSI) | COM | 872340104 | $15.99M | 11 % | 3,237,474 | ||
Sprott Physical Gold Etv (PHYS) | UNIT | 85207H104 | $14.19M | 10 % | 429,770 | ||
Nasdaq 100 (QQQ) | UNIT SER 1 | 46090E103 | $11.67M | 8 % | 18,993 | ||
VANECK ETF TRUST (DAPP) | DIGI TRANSFRM | 92189H821 | $4.56M | 3 % | 275,570 | ||
Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | 464287614 | $2.56M | 2 % | 5,400 | ||
Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | 464287598 | $1.1M | 1 % | 5,216 | ||
DIMENSIONAL ETF TRUST (DFNM) | NATL MUN BD ETF | 25434V849 | $812.63K | 1 % | 16,870 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100