Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MJP ASSOCIATES INC /ADV (CIK 715113) reported $823.7M across 225 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($81.9M, 9.94%), VIG ($57.7M, 7.01%), JAAA ($57.6M, 6.99%), MINT ($57.1M, 6.93%), BINC ($46.4M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $81.9M | 9.94% | 136,997 | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $57.7M | 7.01% | 268,372 | Trimmed |
| 3 | JAAA | JANUS DETROIT STR TR | $57.6M | 6.99% | 1.1M | Added |
| 4 | MINT | PIMCO ETF TR | $57.1M | 6.93% | 567,769 | Trimmed |
| 5 | BINC | BLACKROCK ETF TRUST II | $46.4M | 5.63% | 893,495 | New |
| 6 | TCHP | T ROWE PRICE ETF INC | $42.1M | 5.12% | 953,977 | Added |
| 7 | AAPL | APPLE INC | $35.4M | 4.30% | 139,614 | Trimmed |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $33.7M | 4.10% | 949,470 | New |
| 9 | BKDV | BNY MELLON ETF TRUST II | $33.2M | 4.04% | 1.1M | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $19.2M | 2.33% | 299,599 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $19.1M | 2.32% | 109,383 | Added |
| 12 | IWF | ISHARES TR | $18.4M | 2.24% | 43,184 | Added |
| 13 | SGVT | SCHWAB STRATEGIC TR | $17.0M | 2.07% | 169,162 | New |
| 14 | VTI | VANGUARD INDEX FDS | $16.3M | 1.98% | 50,781 | Added |
| 15 | HGER | HARBOR ETF TRUST | $15.1M | 1.84% | 487,524 | New |
| 16 | AVUV | AMERICAN CENTY ETF TR | $12.6M | 1.53% | 114,173 | Added |
| 17 | PYLD | PIMCO ETF TR | $12.3M | 1.49% | 469,675 | Added |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | $12.2M | 1.48% | 130,339 | Added |
| 19 | MSFT | MICROSOFT CORP | $10.0M | 1.21% | 27,007 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $9.6M | 1.17% | 33,578 | Added |
| 21 | AVEM | AMERICAN CENTY ETF TR | $9.4M | 1.14% | 116,188 | New |
| 22 | FTHI | FIRST TR EXCHANGE TRADED FD | $9.4M | 1.14% | 409,674 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $8.6M | 1.04% | 29,903 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $7.9M | 0.96% | 38,064 | Trimmed |
| 25 | ISPY | PROSHARES TR | $7.4M | 0.89% | 169,999 | Added |
Source: SEC Form 13F filings · as of 2026-03-31