JHP Wealth Management, LLC has filed its latest 13F-HR report, revealing that the firm manages a total of $130.5 million in assets as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and highlights its holdings in key companies.

JHP Wealth Management is a financial advisory firm based in Centennial, Colorado. It focuses on wealth management and investment services, catering to a diverse clientele. The firm is registered with the SEC and has been filing various reports, including its recent 13F-HR on November 6, 2026, under accession number 0002110669-26-000005.

What the Filing Says

The 13F-HR filing indicates that JHP Wealth Management holds investments in 38 different securities. The total value of these holdings is reported at $130,498,418. Notably, the firm has significant investments in major technology and consumer companies, including:

  • Apple Inc. - $343,249
  • Amazon.com Inc. - $267,338
  • NVIDIA Corporation - $770,413
  • Alphabet Inc. (Class A and C shares) - $473,641
  • Microsoft Corporation - $1,403,669

These investments reflect JHP's strategic focus on growth sectors, particularly in technology, which has shown resilience and potential for high returns.

Impact

This filing may impact various stakeholders, including clients of JHP Wealth Management, who can gain insights into the firm’s investment choices and strategies. Additionally, competitors in the wealth management industry may analyze JHP's portfolio to understand market trends and client preferences. The emphasis on major tech stocks indicates a broader trend in the industry where firms are gravitating towards high-growth sectors.

What's Next

The filing does not specify what happens next for JHP Wealth Management. However, the firm is expected to continue monitoring its investments and may adjust its portfolio in response to market conditions.