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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $504M AUM 2,530 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 447 New 530 Added 336 Reduced 124 Exited
Page 2 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 3,840.0 $2.6M 0.52% +75.0 +2.0% $686.75 +2.2%
22 BOXX EA SERIES TRUST 19,353.0 $2.3M 0.45% +9K +86.6% $117.09 +0.7%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,209.0 $1.6M 0.33% +66.0 +3.1% $746.76 +2.2%
24 STIP ISHARES TR 15,482.0 $1.6M 0.31% +14K +725.3% $102.16 -1.2%
25 BSCS INVESCO EXCH TRD SLF IDX FD 74,858.0 $1.5M 0.30% +3K +3.6% $20.36 -0.2%
26 GOOG ALPHABET INC 3,037.0 $1.1M 0.21% +185.0 +6.5% $353.36
27 FORTINET INC 6,895.0 $1.1M 0.21% +48.0 +0.7% $153.62
28 PLTR PALANTIR TECHNOLOGIES INC Technology 8,473.0 $989K 0.20% +471.0 +5.9% $116.67 +50.8%
29 LLY ELI LILLY & CO Healthcare 767.0 $920K 0.18% +16.0 +2.1% $1198.97 +4.1%
30 META META PLATFORMS INC Communication Services 1,511.0 $851K 0.17% +33.0 +2.2% $563.16 -0.7%
31 IAU ISHARES GOLD TR Financial Services 10,486.0 $792K 0.16% +7K +198.8% $75.51 +15.8%
32 TXN TEXAS INSTRS INC Technology 2,565.0 $764K 0.15% +49.0 +1.9% $298.03 -13.1%
33 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,007.0 $744K 0.15% +19.0 +1.0% $370.59 -2.8%
34 MU MICRON TECHNOLOGY INC Technology 624.0 $720K 0.14% +170.0 +37.4% $1154.14 -21.1%
35 SYSB ISHARES TR 7,987.0 $709K 0.14% +7K +473.8% $88.72 -1.5%
36 PFF ISHARES TR 23,016.0 $702K 0.14% +15K +176.2% $30.49 +0.1%
37 TSLA TESLA INC Consumer Cyclical 1,657.0 $697K 0.14% +191.0 +13.0% $420.72 -17.1%
38 TLH ISHARES TR 6,656.0 $668K 0.13% +6K +716.7% $100.35 -3.2%
39 ICVT ISHARES TR 5,035.0 $613K 0.12% +4K +336.7% $121.74 -5.8%
40 AMD ADVANCED MICRO DEVICES INC Technology 752.0 $437K 0.09% +142.0 +23.3% $580.84 -21.4%
Page 2 of 27  ·  530 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 22.8%
Healthcare 14.8%
Financial Services 13.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Communication Services 6.8%
Consumer Defensive 6.8%
Energy 6.0%
Real Estate 4.9%
Utilities 3.2%