13F Filings History of JP Wealth Management, Inc.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$141,469,304
Signature - Title
Jessica Collins - Compliance Supervisor
Location
Mt. Pleasant, SC
Summary
This page shows a list of all the recent 13F filings made by JP Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JP Wealth Management, Inc. reported 15 stock holdings with total value $141,469,304 as of Q4 2025. Top holdings included DFAC, QQQM, STEW, TSI, and PHYS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $141,469,304 +$9,312,567 -$18,604,273 -$9,291,706 DFAC, QQQM, STEW, TSI, PHYS 13F-HR 15 Jan 2026, 12:56
Q3 2025 16 $148,643,295 +$11,047,771 -$4,209,073 +$6,838,698 DFAC, QQQM, STEW, QQEW, TSI 13F-HR 15 Oct 2025, 10:54
Q2 2025 14 $133,683,511 +$12,199,262 -$14,536,633 -$2,337,371 DFAC, QQQM, STEW, QQEW, TSI 13F-HR 22 Jul 2025, 14:30
Q1 2025 16 $124,094,322 +$9,742,955 -$18,577,273 -$8,834,318 DFAC, QQQM, STEW, QQEW, TSI 13F-HR 18 Apr 2025, 17:27
Q4 2024 16 $135,327,367 $0 $0 $0 DFAC, QQQM, QQEW, STEW, TSI 13F-HR 24 Jan 2025, 17:25