JP Wealth Management, Inc.
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$147.5M
Holdings
15
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DFA U S Core Equity 2 (DFAC)
Q1 2025: Increased +2.1% (838.9k → 856.2k shares)
21.3%
02
$QQQM
Nasdaq 100 (QQQM)
Q1 2025: Increased +5.3% (106.5k → 112.2k shares)
18.9%
03
$STEW
SRH Total Return Fund (STEW)
Q1 2025: Increased +4.5% (926.4k → 968.4k shares)
18.0%
04
$TSI
TCW Strategic Income (TSI)
Q1 2025: Increased +7.3% (2.84M → 3.04M shares)
13.6%
05
$PHYS
Sprott Physical Gold Etv (PHYS)
Held since at least Q1 2024
10.4%
06
$NDQ
Nasdaq 100 (QQQ)
Q1 2025: Sold 1.1% (21.4k → 21.2k shares)
7.3%
07
$AVUV
AMERICAN CENTY ETF TR (AVUV)
Held since at least Q1 2024
6.1%
08
$IWF
Russell 1000 Growth i-share (IWF)
Q4 2024: New position (5.4k shares)
1.6%
09
$IWD
Russell 1000 Value i-share (IWD)
Q1 2025: Increased +18716.0% (5.2k → 981.4k shares)
0.8%
10
$DFNM
DIMENSIONAL ETF TRUST (DFNM)
Held since at least Q1 2024
0.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.