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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1441 New 41 Added 44 Reduced 1 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. Communication Services 15,747.0 $1.5M 0.35% +2K +13.6% $96.15 -24.3%
22 BSCS INVESCO EXCH TRD SLF IDX FD 72,261.0 $1.5M 0.34% +2K +2.6% $20.42 -0.5%
23 SPMB SPDR SERIES TRUST 57,181.0 $1.3M 0.29% +19K +48.2% $22.39 -0.6%
24 BSCU INVESCO EXCH TRD SLF IDX FD 73,254.0 $1.2M 0.28% +2K +3.3% $16.72 -0.7%
25 BOXX EA SERIES TRUST 10,371.0 $1.2M 0.28% +3K +45.5% $116.29 +0.7%
26 BSCW INVESCO EXCH TRD SLF IDX FD 57,641.0 $1.2M 0.27% +2K +3.9% $20.59 -0.8%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 8,002.0 $1.2M 0.27% +1K +21.7% $146.28 -20.2%
28 META META PLATFORMS INC Communication Services 1,478.0 $845K 0.19% +61.0 +4.3% $571.98 -1.7%
29 GOOG ALPHABET INC Communication Services 2,852.0 $818K 0.19% +361.0 +14.5% $286.86 +20.6%
30 ORCL ORACLE CORP Technology 4,450.0 $655K 0.15% +156.0 +3.6% $147.11 +12.3%
31 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,988.0 $650K 0.15% +363.0 +22.3% $327.07 +18.3%
32 IVV ISHARES TR 975.0 $637K 0.15% +11.0 +1.1% $653.31 +12.8%
33 HYDB ISHARES TR 12,677.0 $590K 0.14% +4K +43.1% $46.52 +0.4%
34 FORTINET INC 6,847.0 $560K 0.13% +437.0 +6.8% $81.72
35 TSLA TESLA INC Consumer Cyclical 1,466.0 $545K 0.12% +82.0 +5.9% $371.87 +2.6%
36 ETN EATON CORP PLC Industrials 1,488.0 $532K 0.12% +593.0 +66.3% $357.67 +13.3%
37 TXN TEXAS INSTRS INC Technology 2,516.0 $489K 0.11% +1K +81.0% $194.18 +56.8%
38 MRK MERCK & CO INC Healthcare 2,967.0 $357K 0.08% +736.0 +33.0% $120.29 -0.6%
39 PFE PFIZER INC Healthcare 12,405.0 $348K 0.08% +2K +15.2% $28.08 -12.0%
40 XEL XCEL ENERGY INC Utilities 3,713.0 $295K 0.07% +459.0 +14.1% $79.44 +1.1%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Financial Services 16.4%
Healthcare 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Energy 8.0%
Consumer Defensive 7.7%
Communication Services 6.7%
Real Estate 4.5%
Utilities 3.4%