Sign In
test

Kevin Sanger

Jgp Wealth Management, Llc

Assets Managed
$1.115B
Holdings
231
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
15.95%(2Q avg: 8.08%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Jgp Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 231 positions.

Assets under management

The assets under management (AUM) of Jgp Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.115B in assets, with a quarterly growth rate of 15.95% and a 2-quarter average growth rate of 8.08%. The portfolio is managed by Kevin Sanger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.55%
14.39%
$160.362M
214,133 shares@ $748.9 avg price
KLAC
Kla Corp
Recent Activity
Increased 810.47%
9.39%
$104.632M
346,796 shares@ $301.71 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.7%
6.05%
$67.368M
232,818 shares@ $289.36 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 3.5%
5.12%
$57.043M
752,651 shares@ $75.8 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 3.1%
4.52%
$50.366M
306,602 shares@ $164.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.92%
2.93%
$32.568M
87,309 shares@ $373.03 avg price
ADI
Analog Devices Inc
Recent Activity
Increased 0.54%
2.69%
$29.97M
75,458 shares@ $397.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.12%
2.39%
$26.622M
81,331 shares@ $327.34 avg price
PNC
Pnc Financial Services Group
Recent Activity
Increased 0.27%
1.87%
$20.822M
84,568 shares@ $246.22 avg price
GWW
Ww Grainger Inc
Recent Activity
Increased 0.44%
1.74%
$19.311M
14,195 shares@ $1360.42 avg price

1-10 of 231