Institutions / JPL Wealth Management, LLC
JPL Wealth Management, LLC
CIK 2010710 · Institution · as of Dec 31, 2025
Portfolio value
$410.50M
Positions
114
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $14.94M | 3.6% |
| Unitedhealth Group Inc | $14.88M | 3.6% |
| Broadcom Inc. | $14.56M | 3.5% |
| Apple Inc. | $13.42M | 3.3% |
| Alphabet Inc. | $12.26M | 3.0% |
| Ea Series Trust | $11.31M | 2.8% |
| Vanguard Index Fds | $9.88M | 2.4% |
| Ea Series Trust | $9.61M | 2.3% |
| Microsoft Corp | $9.52M | 2.3% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.14M | 2.2% |
| iShares Tr | $8.54M | 2.1% |
| SPDR Series Trust | $7.67M | 1.9% |
| Caterpillar Inc | $7.40M | 1.8% |
| Invesco Qqq Tr | $7.05M | 1.7% |
| Chevron Corp | $6.47M | 1.6% |
| iShares Tr | $6.44M | 1.6% |
| Dimensional ETF Trust | $6.41M | 1.6% |
| Invesco Exch Traded Fd Tr II | $6.41M | 1.6% |
| iShares Tr | $6.25M | 1.5% |
| AbbVie Inc. | $6.12M | 1.5% |
| Amazon.com Inc | $6.08M | 1.5% |
| Schwab Strategic Tr | $6.05M | 1.5% |
| Ea Series Trust | $5.86M | 1.4% |
| Costco Wholesale Corp /New | $5.72M | 1.4% |
| Walmart Inc. | $5.65M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.