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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 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HUM HUMANA INC Healthcare 66.0 $26K 0.01% NEW $397.23 -2.7%
22 RSPT INVESCO EXCHANGE TRADED FD T 323.0 $21K 0.00% NEW $64.50 -2.3%
23 ESGU ISHARES TR 119.0 $19K 0.00% NEW $163.67 +2.2%
24 BIL SPDR SERIES TRUST 202.0 $19K 0.00% NEW $91.64 -0.0%
25 CGDG CAPITAL GROUP DIVIDEND GROWE 442.0 $17K 0.00% NEW $37.51 +3.7%
26 IDVO AMPLIFY ETF TR 390.0 $16K 0.00% NEW $42.00 +2.7%
27 BLCR BLACKROCK ETF TRUST 303.0 $15K 0.00% NEW $50.37 -3.0%
28 HONEYWELL INTL INC 67.0 $15K 0.00% NEW $222.25
29 FEGE RBB FUND TRUST 291.0 $14K 0.00% NEW $48.92 +9.3%
30 WTV WISDOMTREE TR 139.0 $14K 0.00% NEW $101.73 +6.9%
31 HONEYWELL AEROSPACE INC 63.0 $14K 0.00% NEW $221.10
32 MSM MSC INDL DIRECT INC Industrials 113.0 $13K 0.00% NEW $118.96 +0.3%
33 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 420.0 $11K 0.00% NEW $26.85 -5.8%
34 IALT BLACKROCK ETF TRUST 389.0 $11K 0.00% NEW $28.05 +3.0%
35 ESGD ISHARES TR 92.0 $9K 0.00% NEW $102.82 +4.1%
36 DUPONT DE NEMOURS INC 67.0 $9K 0.00% NEW $135.66
37 TDC TERADATA CORP DEL Technology 262.0 $9K 0.00% NEW $34.65 -20.6%
38 ALLO ALLOGENE THERAPEUTICS INC Healthcare 3,730.0 $8K 0.00% NEW $2.08 -2.4%
39 EPR EPR PPTYS Real Estate 133.0 $8K 0.00% NEW $58.02 +4.4%
40 OCFC OCEANFIRST FINL CORP Financial Services 378.0 $7K 0.00% NEW $19.53 -3.0%
Page 2 of 23  ·  447 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%