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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $410M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New
Page 1 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHO SCHWAB STRATEGIC TR 613,191.0 $14.9M 3.64% NEW $24.37 -1.1%
2 UNH UNITEDHEALTH GROUP INC Healthcare 45,090.0 $14.9M 3.63% NEW $330.11 +24.0%
3 AVGO BROADCOM INC Technology 42,071.0 $14.6M 3.55% NEW $346.10 +9.8%
4 AAPL APPLE INC Technology 49,350.0 $13.4M 3.27% NEW $271.86 +8.3%
5 GOOGL ALPHABET INC Communication Services 39,164.0 $12.3M 2.99% NEW $313.00 +10.6%
6 AAEQ EA SERIES TRUST 229,360.0 $11.3M 2.76% NEW $49.33 +6.0%
7 VTI VANGUARD INDEX FDS 29,457.0 $9.9M 2.41% NEW $335.27 +8.5%
8 CAOS EA SERIES TRUST 107,086.0 $9.6M 2.34% NEW $89.78 +0.7%
9 MSFT MICROSOFT CORP Technology 19,694.0 $9.5M 2.32% NEW $483.63 -22.7%
10 DYNF BLACKROCK ETF TRUST 150,240.0 $9.1M 2.23% NEW $60.81 +9.5%
11 IGSB ISHARES TR 161,527.0 $8.5M 2.08% NEW $52.88 -1.1%
12 SPYM SPDR SERIES TRUST 95,557.0 $7.7M 1.87% NEW $80.22 +7.6%
13 CAT CATERPILLAR INC Industrials 12,914.0 $7.4M 1.80% NEW $572.89 +71.8%
14 QQQ INVESCO QQQ TR Financial Services 11,473.0 $7.0M 1.72% NEW $614.32 +16.2%
15 CVX CHEVRON CORP NEW Energy 42,465.0 $6.5M 1.58% NEW $152.41 +15.5%
16 IJH ISHARES TR 97,616.0 $6.4M 1.57% NEW $66.00 +14.1%
17 DFAI DIMENSIONAL ETF TRUST 168,223.0 $6.4M 1.56% NEW $38.11 +7.2%
18 SPMO INVESCO EXCH TRADED FD TR II 53,705.0 $6.4M 1.56% NEW $119.32 +29.3%
19 IEI ISHARES TR 52,385.0 $6.3M 1.52% NEW $119.35 -1.9%
20 ABBV ABBVIE INC Healthcare 26,798.0 $6.1M 1.49% NEW $228.49 +2.7%
Page 1 of 6  ·  114 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 22.7%
Financial Services 17.5%
Healthcare 15.1%
Industrials 10.6%
Consumer Cyclical 8.0%
Communication Services 7.1%
Consumer Defensive 6.8%
Energy 5.3%
Real Estate 4.2%
Utilities 2.8%