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 $914.2M across 232 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($98.3M, 10.75%), VIG ($64.7M, 7.08%), JAAA ($58.2M, 6.36%), MINT ($56.6M, 6.20%), TCHP ($48.6M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $98.3M | 10.75% | 143,107 | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $64.7M | 7.08% | 273,439 | Added |
| 3 | JAAA | JANUS DETROIT STR TR | $58.2M | 6.36% | 1.2M | Added |
| 4 | MINT | PIMCO ETF TR | $56.6M | 6.20% | 561,867 | Trimmed |
| 5 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $48.6M | 5.31% | 969,375 | Added |
| 6 | BINC | BLACKROCK ETF TRUST II | $47.3M | 5.17% | 903,162 | Added |
| 7 | AAPL | APPLE INC | $40.7M | 4.46% | 140,822 | Added |
| 8 | BKDV | BNY MELLON ETF TRUST II | $36.3M | 3.97% | 1.1M | Trimmed |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $31.0M | 3.39% | 832,574 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $23.0M | 2.52% | 115,059 | Added |
| 11 | IWF | ISHARES TR | $22.3M | 2.44% | 179,521 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $19.2M | 2.09% | 268,808 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $18.9M | 2.06% | 51,016 | Added |
| 14 | HGER | HARBOR ETF TRUST | $15.0M | 1.64% | 512,286 | Added |
| 15 | VONV | VANGUARD SCOTTSDALE FDS | $14.6M | 1.60% | 137,590 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $14.2M | 1.55% | 113,757 | Trimmed |
| 17 | SGVT | SCHWAB STRATEGIC TR | $13.8M | 1.51% | 137,430 | Trimmed |
| 18 | PYLD | PIMCO ETF TR | $13.0M | 1.42% | 489,335 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $11.2M | 1.23% | 116,393 | Added |
| 20 | VO | VANGUARD INDEX FDS | $11.2M | 1.23% | 139,485 | Added |
| 21 | GOOGL | ALPHABET INC | $10.6M | 1.16% | 29,738 | Trimmed |
| 22 | FTHI | FIRST TR EXCHANGE TRADED FD | $10.5M | 1.14% | 438,628 | Added |
| 23 | MSFT | MICROSOFT CORP | $9.0M | 0.98% | 24,038 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $8.8M | 0.96% | 36,753 | Trimmed |
| 25 | ISPY | PROSHARES TR | $8.7M | 0.95% | 179,938 | Added |
Source: SEC Form 13F filings · as of 2026-06-30