John Holtkamp

Jhp Wealth Management, Llc

Assets Managed

$104.605M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 14d ago

Growth Rate

1.3%(2Q avg: 0.65%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jhp Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Jhp Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.605M in assets, with a quarterly growth rate of 1.3% and a 2-quarter average growth rate of 0.65%. The portfolio is managed by John Holtkamp, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.83%	28.04%	$29.329M 44,900 shares@ $653.21 avg price	Increased 0.83%
VOO Vanguard S&p 500 Etf Recent Activity Increased 5.79%	19.59%	$20.491M 34,292 shares@ $597.55 avg price	Increased 5.79%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 6.39%	15.17%	$15.867M 324,274 shares@ $48.94 avg price	Increased 6.39%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 19.76%	7.54%	$7.879M 122,957 shares@ $64.09 avg price	Increased 19.76%
SPHQ Invesco S&p 500 Quality Etf Recent Activity Increased 18%	4.34%	$4.54M 60,378 shares@ $75.19 avg price	Increased 18%
IGSB Ishares 1-5y Inv Grade Corp Recent Activity Decreased -49.41%	3.31%	$3.457M 65,776 shares@ $52.57 avg price	Decreased -49.41%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 20%	3.17%	$3.313M 33,378 shares@ $99.27 avg price	Increased 20%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 41.99%	3.17%	$3.313M 26,648 shares@ $124.32 avg price	Increased 41.99%
IWM Ishares Russell 2000 Etf Recent Activity Increased 0.01%	2.61%	$2.729M 11,004 shares@ $248.01 avg price	Increased 0.01%
XMMO Invesco S&p Midcap Momentum Recent Activity Increased 3.73%	1.98%	$2.062M 14,221 shares@ $145.03 avg price	Increased 3.73%

1-10 of 32