JP Wealth Management, Inc. has filed its quarterly 13F-HR report, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 14 distinct securities managed on a sole basis.
The largest holding in the portfolio is the TCW Strategic Income Fund (TSI), which comprises 4,652,246 shares. This is followed by the Sprott Physical Gold Etv (PHYS), which holds 300,228 shares, and the Vanguard Total World ETF (VT), which holds 2,230 shares. The remaining securities include the Dimensional ETF Trust (DFNM), the American Century ETF TR (AVUV), and various equity index funds such as the Russell 1000 Growth i-share (IWF) and the Nasdaq 100 (QQQ).
The report lists Jessica Collins as the Compliance Associate responsible for the filing, which was submitted on October 7, 2026.
