JPL Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010710
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13F Reported Value
ⓘ$503.8M
Holdings
1,876
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JPL Wealth Management, LLC disclosed 1,876 positions worth $503.8M in its Form 13F-HR for Q2 2026, followed by $UNH. During the quarter the fund opened 434 new positions and exited 119. The portfolio is most concentrated in Other (50.0% of disclosed assets). All figures are sourced directly from JPL Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2010710.
AI Fund Analysis
ConcentratingSPDR SERIES TRUST - ST STR
4.7% weight
Held 4 quarters
$UNH3.2% weight
Held 7 quarters
BLACKROCK ETF TRUST - ISHA
3.0% weight
Held 4 quarters
SCHWAB STRATEGIC TR - SHT
3.0% weight
Held 7 quarters
$AVGO2.8% weight
Held 7 quarters
$IVZ6 quarters accumulating
$TSLA5 quarters accumulating
DIMENSIONAL ETF TRUST - IN
4 quarters accumulating
EA SERIES TRUST - US QUAN
4 quarters accumulating
ISHARES TR - 3 7 YR TREAS
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$23.8M271,169 sh- 62.7#687
Quality
$16.2M39,056 sh BLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$15.1M221,404 shSCHWAB STRATEGIC TR - SHT TM US TRES
—Quality
$14.9M617,375 sh- 84.5
Quality
$14.1M37,357 sh - 76.4
Quality
$14.0M48,524 sh - 78.2
Quality
$13.1M36,753 sh EA SERIES TRUST - ALPHA ARCHITECT
—Quality
$12.8M142,052 sh- 66.5
Quality
$12.6M11,851 sh EA SERIES TRUST - ALPHA ARCHITECT
—Quality
$12.2M229,355 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $23.8M | 271,169 |
| UNITEDHEALTH GROUP INC$UNH | 62.7#687 | $16.2M | 39,056 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $15.1M | 221,404 |
| SCHWAB STRATEGIC TR - SHT TM US TRES | — | $14.9M | 617,375 |
| Broadcom Inc.$AVGO | 84.5 | $14.1M | 37,357 |
 Apple Inc.$AAPL | 76.4 | $14.0M | 48,524 |
 Alphabet Inc.$GOOG | 78.2 | $13.1M | 36,753 |
| EA SERIES TRUST - ALPHA ARCHITECT | — | $12.8M | 142,052 |
 CATERPILLAR INC$CAT | 66.5 | $12.6M | 11,851 |
| EA SERIES TRUST - ALPHA ARCHITECT | — | $12.2M | 229,355 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JPL Wealth Management, LLC's 1,876 positions.
Showing top 10 of 1,876 holdings.
Sector Allocation
Other
$252.2M
Technology
$71.7M
Financials
$47.8M
Healthcare
$37.0M
Industrials
$29.7M
Consumer Discretionary
$26.1M
Energy
$14.0M
Real Estate
$11.2M
Top Holdings — JPL Wealth Management, LLC (Q2 2026)
Top 150 of 1,876 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $23.8M | 4.7% | +50% | — |
| 2 | $UNH | UNITEDHEALTH GROUP INC | $16.2M | 3.2% | +1% | 62.7 |
| 3 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $15.1M | 3.0% | +6% | — |
| 4 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $14.9M | 3.0% | -5% | — |
| 5 | $AVGO | Broadcom Inc. | $14.1M | 2.8% | -5% | 84.5 |
| 6 | $AAPL | Apple Inc. | $14.0M | 2.8% | -1% | 76.4 |
| 7 | $GOOG | Alphabet Inc. | $13.1M | 2.6% | -3% | 78.2 |
| 8 | — | EA SERIES TRUST - ALPHA ARCHITECT | $12.8M | 2.5% | +8% | — |
| 9 | $CAT | CATERPILLAR INC | $12.6M | 2.5% | -5% | 66.5 |
| 10 | — | EA SERIES TRUST - ALPHA ARCHITECT | $12.2M | 2.4% | +0% | — |
| 11 | $IVZ | Invesco Ltd. | $11.3M | 2.2% | +4% | — |
| 12 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $11.0M | 2.2% | +2% | — |
| 13 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $9.3M | 1.9% | +19% | — |
| 14 | — | EA SERIES TRUST - US QUAN MOMENTUM | $9.1M | 1.8% | +15% | — |
| 15 | — | ISHARES TR - ISHARES SEMICDTR | $8.7M | 1.7% | -17% | — |
| 16 | — | ISHARES TR - ISHS 1-5YR INVS | $8.5M | 1.7% | -5% | — |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.2M | 1.6% | -1% | — |
| 18 | — | ISHARES TR - 3 7 YR TREAS BD | $7.2M | 1.4% | +4% | — |
| 19 |  $MSFT | MICROSOFT CORP | $7.2M | 1.4% | -0% | 79.8 |
| 20 | — | ISHARES TR - CORE S&P MCP ETF | $7.1M | 1.4% | -2% | — |
| 21 | — | EA SERIES TRUST - US QUAN VALUE | $7.1M | 1.4% | +45% | — |
| 22 |  $CVX | CHEVRON CORP | $6.9M | 1.4% | -2% | 62.8 |
| 23 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $6.7M | 1.3% | -3% | — |
| 24 |  $ABBV | AbbVie Inc. | $6.5M | 1.3% | -5% | 72.6 |
| 25 |  $AMZN | AMAZON COM INC | $6.4M | 1.3% | +1% | 68.7 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.0M | 1.2% | -1% | 66.2 |
| 27 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $5.9M | 1.2% | -2% | — |
| 28 | — | ISHARES TR - CORE DIV GRWTH | $5.7M | 1.1% | -5% | — |
| 29 |  $XOM.R34088 | EXXON MOBIL CORP | $5.6M | 1.1% | -3% | 57.9 |
| 30 | — | ISHARES TR - US TREAS BD ETF | $5.6M | 1.1% | +133% | — |
| 31 |  $WMT | Walmart Inc. | $5.4M | 1.1% | -1% | 60.2 |
| 32 |  $NVDA | NVIDIA CORP | $5.4M | 1.1% | +3% | 85.9 |
| 33 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $5.1M | 1.0% | -3% | — |
| 34 |  $LAMR | LAMAR ADVERTISING CO/NEW | $5.1M | 1.0% | -2% | 65.4 |
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $5.0M | 1.0% | -1% | — |
| 36 | — | SPDR SERIES TRUST - ST INTER BD ETF | $4.9M | 1.0% | +86% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.9M | 1.0% | +0% | 73.8 |
| 38 |  $WT | WisdomTree, Inc. | $4.9M | 1.0% | -3% | 59.9 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $4.8M | 0.9% | -0% | 70.7 |
| 40 |  $DE | DEERE & CO | $4.7M | 0.9% | -2% | 55.4 |
| 41 | — | ISHARES TR - S&P 100 ETF | $4.6M | 0.9% | +1% | — |
| 42 |  $DHI | HORTON D R INC /DE/ | $4.3M | 0.8% | -2% | 53.6 |
| 43 |  $GILD | GILEAD SCIENCES, INC. | $4.2M | 0.8% | -3% | 57.4 |
| 44 | — | ISHARES TR - CORE MSCI EAFE | $4.1M | 0.8% | +2% | — |
| 45 | — | ISHARES TR - MSCI USA QLT FCT | $4.1M | 0.8% | -1% | — |
| 46 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.1M | 0.8% | -2% | 70 |
| 47 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | $4.0M | 0.8% | +563% | — |
| 48 |  $ING | ING GROEP NV | $4.0M | 0.8% | -3% | — |
| 49 | — | EA SERIES TRUST - FREEDOM 100 EM | $3.9M | 0.8% | +37% | — |
| 50 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $3.7M | 0.7% | +191% | — |
| 51 |  $MS | MORGAN STANLEY | $3.6M | 0.7% | -1% | 75.8 |
| 52 |  $AMGN | AMGEN INC | $3.5M | 0.7% | -1% | 79.2 |
| 53 |  $SO | SOUTHERN CO | $3.5M | 0.7% | -3% | 62 |
| 54 |  $DLR | DIGITAL REALTY TRUST, INC. | $3.4M | 0.7% | -1% | 72.8 |
| 55 |  $EMR | EMERSON ELECTRIC CO | $3.4M | 0.7% | -1% | 65.3 |
| 56 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.4M | 0.7% | -1% | 67.4 |
| 57 |  $ARES | Ares Management Corp | $3.3M | 0.7% | -3% | 60.9 |
| 58 |  $ALPS | Alps Group Inc | $3.0M | 0.6% | -2% | — |
| 59 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $3.0M | 0.6% | +646% | — |
| 60 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.8M | 0.6% | -1% | 62.9 |
| 61 |  $PEP | PEPSICO INC | $2.8M | 0.6% | -3% | 63.4 |
| 62 |  $HD | HOME DEPOT, INC. | $2.8M | 0.6% | -3% | 60.3 |
| 63 | — | ISHARES TR - RUS MD CP GR ETF | $2.8M | 0.6% | -10% | — |
| 64 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.6M | 0.5% | +2% | — |
| 65 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $2.4M | 0.5% | -4% | 60.9 |
| 66 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $2.3M | 0.5% | +87% | — |
| 67 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.1M | 0.4% | +0% | — |
| 68 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.1M | 0.4% | +0% | — |
| 69 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.3% | +3% | — |
| 70 | — | ISHARES TR - ISHS 5-10YR INVT | $1.6M | 0.3% | -5% | — |
| 71 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.6M | 0.3% | +725% | — |
| 72 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | +4% | — |
| 73 |  $PSA | Public Storage | $1.5M | 0.3% | -1% | 69.1 |
| 74 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -1% | — |
| 75 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -1% | — |
| 76 |  $MA | Mastercard Inc | $1.1M | 0.2% | -72% | 85.1 |
| 77 |  $NFLX | NETFLIX INC | $1.1M | 0.2% | -1% | 78.8 |
| 78 |  $GOOGL | Alphabet Inc. | $1.1M | 0.2% | +6% | 78.2 |
| 79 |  $FTNT | Fortinet, Inc. | $1.1M | 0.2% | +1% | 80.1 |
| 80 |  $PLTR | Palantir Technologies Inc. | $988,546 | 0.2% | +6% | 84.6 |
| 81 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $974,872 | 0.2% | NEW | — |
| 82 |  $LLY | ELI LILLY & Co | $919,612 | 0.2% | +2% | 87.5 |
| 83 |  $META | Meta Platforms, Inc. | $850,942 | 0.2% | +2% | 79.6 |
| 84 |  $IAU | ISHARES GOLD TRUST | $791,798 | 0.2% | +199% | — |
| 85 |  $TXN | TEXAS INSTRUMENTS INC | $764,456 | 0.1% | +2% | 73.4 |
| 86 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $743,775 | 0.1% | +1% | 61.7 |
| 87 |  $MU | MICRON TECHNOLOGY INC | $720,186 | 0.1% | +37% | 86.2 |
| 88 | — | ISHARES TR - SYSTEMATIC BD ET | $708,578 | 0.1% | +474% | — |
| 89 | — | ISHARES TR - PFD AND INCM SEC | $701,758 | 0.1% | +176% | — |
| 90 | $TSLA | Tesla, Inc. | $697,129 | 0.1% | +13% | 53.9 |
| 91 | — | ISHARES TR - CORE S&P500 ETF | $689,948 | 0.1% | -6% | — |
| 92 |  $BNL | Broadstone Net Lease, Inc. | $668,840 | 0.1% | +0% | 61.6 |
| 93 | — | ISHARES TR - 10-20 YR TRS ETF | $667,930 | 0.1% | +717% | — |
| 94 |  $ETN | Eaton Corp plc | $633,642 | 0.1% | -0% | — |
| 95 | — | ISHARES TR - CONV BD ETF | $612,961 | 0.1% | +337% | — |
| 96 |  $ORCL | ORACLE CORP | $600,259 | 0.1% | -8% | 66.2 |
| 97 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $493,731 | 0.1% | +0% | — |
| 98 | — | ISHARES TR - RUS 1000 ETF | $479,525 | 0.1% | +0% | — |
| 99 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $462,738 | 0.1% | +0% | — |
| 100 | — | ISHARES TR - HIGH YLD SYSTM B | $462,348 | 0.1% | -22% | — |
| 101 |  $AMD | ADVANCED MICRO DEVICES INC | $436,790 | 0.1% | +23% | 79.8 |
| 102 | — | ISHARES TR - IBONDS DEC 2033 | $412,027 | 0.1% | -2% | — |
| 103 | — | ISHARES TR - MSCI EAFE ETF | $411,885 | 0.1% | +0% | — |
| 104 |  $MRK | Merck & Co., Inc. | $401,178 | 0.1% | +5% | 59.9 |
| 105 | — | ISHARES TR - HDG MSCI EAFE | $395,062 | 0.1% | +0% | — |
| 106 | — | ISHARES INC - CORE MSCI EMKT | $387,195 | 0.1% | +0% | — |
| 107 | — | VANGUARD INDEX FDS - GROWTH ETF | $372,644 | 0.1% | +556% | — |
| 108 |  $CSCO | CISCO SYSTEMS, INC. | $372,466 | 0.1% | +7% | 70.3 |
| 109 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $314,720 | 0.1% | -2% | — |
| 110 |  $V | VISA INC. | $307,511 | 0.1% | +21% | 82.9 |
| 111 | — | ISHARES TR - S&P MC 400VL ETF | $303,290 | 0.1% | +0% | — |
| 112 |  $XEL | XCEL ENERGY INC | $298,424 | 0.1% | +0% | 56.4 |
| 113 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $293,832 | 0.1% | +0% | — |
| 114 |  $PFE | PFIZER INC | $285,048 | 0.1% | -5% | 62 |
| 115 |  $NEE | NEXTERA ENERGY INC | $269,846 | 0.1% | -1% | 64.6 |
| 116 |  $GE | GENERAL ELECTRIC CO | $269,461 | 0.1% | -1% | 73.8 |
| 117 |  $GEV | GE Vernova Inc. | $264,345 | 0.1% | +1% | 81.1 |
| 118 |  $KO | COCA COLA CO | $262,180 | 0.1% | +10% | 69.5 |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $258,111 | 0.1% | +4% | 72.3 |
| 120 |  $HWM | Howmet Aerospace Inc. | $251,901 | 0.1% | +0% | 73.9 |
| 121 | — | ISHARES TR - RUS 1000 GRW ETF | $234,433 | 0.1% | +300% | — |
| 122 |  $INTC | INTEL CORP | $233,183 | 0.1% | +20% | 45.6 |
| 123 |  $LMT | LOCKHEED MARTIN CORP | $232,824 | 0.1% | +34% | 65.6 |
| 124 |  $WFC | WELLS FARGO & COMPANY/MN | $229,355 | 0.1% | +2% | 61.8 |
| 125 |  $PG | PROCTER & GAMBLE Co | $213,509 | 0.0% | +6% | 64.6 |
| 126 |  $PM | Philip Morris International Inc. | $211,847 | 0.0% | +12% | 75.9 |
| 127 |  $JNJ | JOHNSON & JOHNSON | $202,982 | 0.0% | -1% | 69 |
| 128 |  $WDC | WESTERN DIGITAL CORP | $201,836 | 0.0% | +0% | 80.7 |
| 129 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $201,447 | 0.0% | +0% | — |
| 130 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $200,201 | 0.0% | NEW | — |
| 131 |  $AXP | AMERICAN EXPRESS CO | $198,216 | 0.0% | +19% | 69.4 |
| 132 |  $COP | CONOCOPHILLIPS | $196,855 | 0.0% | -1% | 70.2 |
| 133 |  $SNDK | Sandisk Corp | $195,542 | 0.0% | -2% | 87.7 |
| 134 | — | VANGUARD INDEX FDS - VALUE ETF | $194,972 | 0.0% | +18% | — |
| 135 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $189,036 | 0.0% | +0% | — |
| 136 |  $AXON | AXON ENTERPRISE, INC. | $186,684 | 0.0% | +1% | 56.6 |
| 137 | $IVZ | Invesco Ltd. | $182,557 | 0.0% | +50% | — |
| 138 | — | GLOBAL X FDS - ARTIFICIAL ETF | $182,068 | 0.0% | +0% | — |
| 139 |  $SPGI | S&P Global Inc. | $168,606 | 0.0% | -91% | 76.1 |
| 140 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $160,391 | 0.0% | NEW | — |
| 141 |  $LRCX | LAM RESEARCH CORP | $158,081 | 0.0% | +8% | 79.4 |
| 142 |  $WMB | WILLIAMS COMPANIES, INC. | $157,676 | 0.0% | -0% | 64.3 |
| 143 |  $ENB | ENBRIDGE INC | $152,928 | 0.0% | +0% | 66.7 |
| 144 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $151,321 | 0.0% | +0% | — |
| 145 | — | ISHARES TR - IBONDS DEC 2032 | $150,990 | 0.0% | +0% | — |
| 146 |  $MCD | MCDONALDS CORP | $147,860 | 0.0% | +35% | 69 |
| 147 | $IVZ | Invesco Ltd. | $146,884 | 0.0% | -3% | — |
| 148 |  $SYK | STRYKER CORP | $141,932 | 0.0% | -4% | 72.1 |
| 149 |  $ADI | ANALOG DEVICES INC | $140,202 | 0.0% | +5% | 79.2 |
| 150 |  $RTX | RTX Corp | $137,602 | 0.0% | +16% | 73.2 |
New Positions (434)
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$974,872
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF$200,201
PUTNAM ETF TRUST - FRANKLIN CALIF$160,391
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN$135,270
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$91,427
EA SERIES TRUST - ALPHA ARCHITECT$83,972
ISHARES TR - S&P 500 GRWT ETF$79,905
ISHARES TR - S&P 500 VAL ETF$64,486
SPDR INDEX SHS FDS - ST STR PO EX ETF$54,170
SPDR SERIES TRUST - ST STR PR SP1500$42,763
VANECK ETF TRUST - SEMICONDUCTR ETF$42,716
SPDR SERIES TRUST - ST STR RATE ETF$40,044
$ADX ADAMS DIVERSIFIED EQUITY FUND, INC.$37,610 ISHARES TR - US TECH ETF$36,826
STATE STR SPDR DOW JONES IND - UT SER 1$36,045
Exited Positions (119)
ISHARES TR
$MASI MASIMO CORP VANGUARD SCOTTSDALE FDS
$SNAP Snap Inc
$HUBS HUBSPOT INC
$STKL SunOpta Inc.
$FFIC FLUSHING FINANCIAL CORP
$INGR Ingredion Inc
$PAGS PagSeguro Digital Ltd.
$CTRA Coterra Energy Inc.
$AOS SMITH A O CORP
$NSA National Storage Affiliates Trust
$WF WOORI FINANCIAL GROUP INC.
$WMS ADVANCED DRAINAGE SYSTEMS, INC.
$AL AIR LEASE CORPBrowse Top Institutional Investors
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