JGP Wealth Management, LLC
•CIK: 1748278•Filing: Q4 2025
**JGP Wealth Management, LLC** manages $959M across a diversified portfolio of 235 holdings. The strategy exhibits significant allocations to core market indices and technology leaders, notably IVV ($108.5M) and AAPL ($63.0M). Further concentration is evident in semiconductor and software sectors, with KLAC ($48.8M) and MSFT ($38.6M) anchoring key segments. This positioning suggests a focus on established, large-cap growth and stability within the current market structure.
Total AUM
$959.5M
QoQ Performance
+6.3%
Positions
183
Top 10 Concentration
44.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AAPL
KLAC
IVV11.3%
AAPL6.6%
KLAC5.1%
ITOT4.4%
MSFT4.0%
DGRO3.6%
JPM2.7%
ADI2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.8%
Technology15.1%
ETF11.8%
Consumer6.4%
Healthcare5.2%
Financial3.4%
Industrial2.3%
Utilities1.4%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW17 new positions
↑118 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023