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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EPI	WISDOMTREE TR	—	16,210	$750K	0.18%	SOLD

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%