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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 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFUS DIMENSIONAL ETF TRUST 2,307.0 $164K 0.04% NEW $70.91 +13.7%
22 SYK STRYKER CORPORATION Healthcare 472.0 $155K 0.04% NEW $328.46 -5.8%
23 WMB WILLIAMS COS INC Energy 2,123.0 $155K 0.04% NEW $72.78 +3.5%
24 MU MICRON TECHNOLOGY INC Technology 454.0 $153K 0.04% NEW $337.74 +213.0%
25 ENB ENBRIDGE INC Energy 2,821.0 $153K 0.04% NEW $54.14 +2.4%
26 ISHARES TR 6,653.0 $153K 0.04% NEW $22.93
27 CQP CHENIERE ENERGY PARTNERS L P Energy 2,332.0 $151K 0.04% NEW $64.63 -5.9%
28 AXP AMERICAN EXPRESS CO Financial Services 494.0 $149K 0.03% NEW $302.48 +11.4%
29 VTV VANGUARD INDEX FDS 756.0 $148K 0.03% NEW $196.34 +10.8%
30 AXON AXON ENTERPRISE INC Industrials 331.0 $141K 0.03% NEW $424.69 +2.6%
31 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,518.0 $135K 0.03% NEW $38.42 -8.2%
32 VV VANGUARD INDEX FDS 440.0 $131K 0.03% NEW $298.85 +13.7%
33 AIQ GLOBAL X FDS 2,775.0 $130K 0.03% NEW $46.67 +36.2%
34 MCD MCDONALDS CORP Consumer Cyclical 404.0 $126K 0.03% NEW $310.95 -12.6%
35 AMD ADVANCED MICRO DEVICES INC Technology 610.0 $124K 0.03% NEW $203.40 +155.8%
36 SYSB ISHARES TR 1,392.0 $124K 0.03% NEW $89.00 -0.6%
37 BSCR INVESCO EXCH TRD SLF IDX FD 6,223.0 $122K 0.03% NEW $19.63 -0.2%
38 RTX RTX CORPORATION Industrials 627.0 $121K 0.03% NEW $192.98 -4.2%
39 DUK DUKE ENERGY CORP NEW Utilities 913.0 $120K 0.03% NEW $130.94 -4.4%
40 QQQM INVESCO EXCH TRADED FD TR II 501.0 $119K 0.03% NEW $237.44 +24.2%
Page 2 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%