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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 1 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 36,070.0 $1.8M 0.41% NEW $48.94
2 BRTR BLACKROCK ETF TRUST II 12,090.0 $607K 0.14% NEW $50.19 -0.1%
3 BINC BLACKROCK ETF TRUST II 7,741.0 $402K 0.09% NEW $51.93 +0.7%
4 IAU ISHARES GOLD TR Financial Services 3,509.0 $309K 0.07% NEW $88.16 -10.6%
5 NEE NEXTERA ENERGY INC Utilities 3,100.0 $288K 0.07% NEW $92.89 -7.3%
6 PFF ISHARES TR 8,333.0 $253K 0.06% NEW $30.32 +1.7%
7 COP CONOCOPHILLIPS Energy 1,905.0 $251K 0.06% NEW $132.00 -16.9%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 671.0 $227K 0.05% NEW $337.95 +38.4%
9 KO COCA COLA CO Consumer Defensive 2,932.0 $223K 0.05% NEW $76.05 +4.6%
10 WFC WELLS FARGO & CO Financial Services 2,708.0 $216K 0.05% NEW $79.61 +3.3%
11 HWM HOWMET AEROSPACE INC Industrials 933.0 $215K 0.05% NEW $230.44 +21.7%
12 LMT LOCKHEED MARTIN CORP Industrials 342.0 $207K 0.05% NEW $604.39 -18.3%
13 GE GE AEROSPACE Industrials 728.0 $207K 0.05% NEW $283.77 +25.1%
14 PG PROCTER & GAMBLE CO Consumer Defensive 1,379.0 $199K 0.05% NEW $144.45 +2.2%
15 JNJ JOHNSON & JOHNSON Healthcare 809.0 $198K 0.04% NEW $244.34 -5.3%
16 GEV GE VERNOVA INC Utilities 223.0 $195K 0.04% NEW $872.91 +29.2%
17 STIP ISHARES TR 1,876.0 $194K 0.04% NEW $103.43 -1.5%
18 DFUV DIMENSIONAL ETF TRUST 3,662.0 $177K 0.04% NEW $48.46 +13.7%
19 PM PHILIP MORRIS INTL INC Consumer Defensive 1,050.0 $174K 0.04% NEW $165.34 +4.7%
20 T AT&T INC Communication Services 5,861.0 $170K 0.04% NEW $28.99 -23.8%
Page 1 of 73  ·  1,441 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%