Jp Wealth Management Inc Q2 2026 Portfolio Activity: Strategic Shifts in Core Equities, ETFs & Gold

Investment Profile

Jp Wealth Management Inc., a prominent investment firm, saw changes in its portfolio allocations during the period ending June 30th, 2026. The total portfolio value stood at $158,864,073 as of that date.

Buying Activity

Jp Wealth Management Inc demonstrated active buying in several sectors during Q2 2026:

• DFA U S Core Equity 2 (DFAC): The firm increased its position by just over 0.74%, adding approximately 5,955 shares.
• Nasdaq 100 ETF (QQQM): Despite a slight decrease in allocation percentage from the prior period (-1.42%), this change was minimal and likely not significant enough to be considered active buying based on typical thresholds.
• TCW Strategic Income (TSI): Jp Wealth Management Inc boosted its stake by 0.28%, adding about 12,764 shares. This fund falls under the Financial Services sector.
• Russell 1000 Growth i-share (IWF): The most significant increase occurred here with a staggering +300% change in shares from the prior period. Jp Wealth Management Inc substantially added to this holding, increasing its share count by 16,200 units.
• AMERICAN CENTY ETF TR (AVUV): The firm also increased its allocation here by +1.24%, adding approximately 1,004 shares.

Selling Activity & Portfolio Adjustments

Jp Wealth Management Inc made notable adjustments to other holdings:

• SRH Total Return Fund (STEW): The allocation for this Financial Services ETF decreased by 1.14%, representing a reduction of about 17,738 shares.
• Sprott Physical Gold Etf (PHYS): This was the most significant change in Q2, with Jp Wealth Management Inc reducing its allocation by -30.92%. The firm sold approximately 133,780 shares of this gold ETF during the quarter.
• Nasdaq 100 (QQQ): There was a minor decrease in shares (-5.09%) and value for QQQ, but it's unclear if this constitutes active selling or just market fluctuations given the small change from prior period data.

The portfolio analysis shows that Jp Wealth Management Inc has been actively managing its investments within the Financial Services sector and other areas. The firm appears to favor established core equity strategies while also allocating capital to income-focused funds like TSI and growth-oriented ETFs like IWF, alongside maintaining exposure to gold through PHYS.

Key Takeaways

Jp Wealth Management Inc's portfolio adjustments in Q2 2026 reflect a dynamic investment approach focused on optimizing returns across different asset classes. The substantial increase in the Russell 1000 Growth ETF (IWF) suggests confidence in US growth stocks, while the reduction in gold allocation indicates a potential shift towards riskier assets or diversification into other areas like TCW Strategic Income.

For more detailed information about Jp Wealth Management Inc's holdings and performance, you can visit their institutional profile page. Individual stock details are available by clicking on the respective ticker symbols below.