JPL Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $5.57M | 1.4% |
| ISHARES TR | $5.14M | 1.3% |
| Ares Management Corporation | $5.05M | 1.2% |
| EXXON MOBIL CORP | $5.01M | 1.2% |
| Warren E. Buffett | $4.94M | 1.2% |
| JPMORGAN CHASE & CO | $4.86M | 1.2% |
| NVIDIA Corp | $4.83M | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | $4.77M | 1.2% |
| WISDOMTREE TR | $4.64M | 1.1% |
| INVESCO EXCHANGE TRADED FD T | $4.58M | 1.1% |
| ISHARES TR | $4.39M | 1.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.37M | 1.1% |
| Mastercard Inc | $4.34M | 1.1% |
| Lamar Advertising Co | $4.20M | 1.0% |
| GILEAD SCIENCES, INC. | $4.18M | 1.0% |
| VANGUARD INTL EQUITY INDEX F | $4.00M | 1.0% |
| ISHARES TR | $3.89M | 0.9% |
| HORTON D R INC /DE | $3.88M | 0.9% |
| VANGUARD INDEX FDS | $3.80M | 0.9% |
| ING GROEP N V | $3.75M | 0.9% |
| iShares MSCI UAE ETF | $3.75M | 0.9% |
| DEERE & CO | $3.63M | 0.9% |
| THOMSON REUTERS CORP | $3.60M | 0.9% |
| O REILLY AUTOMOTIVE INC | $3.44M | 0.8% |
| UNILEVER PLC | $3.29M | 0.8% |