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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SDOG ALPS ETF TR 45,911.0 $2.8M 0.68% NEW $60.47 +12.8%
62 HD HOME DEPOT INC Consumer Cyclical 8,032.0 $2.8M 0.67% NEW $344.11 -2.5%
63 PAYX PAYCHEX INC Industrials 23,481.0 $2.6M 0.64% NEW $112.18 -16.5%
64 EQH EQUITABLE HLDGS INC Financial Services 54,323.0 $2.6M 0.63% NEW $47.65 -8.6%
65 ROP ROPER TECHNOLOGIES INC Industrials 5,694.0 $2.5M 0.62% NEW $445.15 -25.8%
66 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 30,999.0 $2.5M 0.61% NEW $80.30 +1.5%
67 SPIB SPDR SERIES TRUST 71,696.0 $2.4M 0.59% NEW $33.81 -1.1%
68 VOO VANGUARD INDEX FDS 3,816.0 $2.4M 0.58% NEW $627.12 +8.1%
69 SPGI S&P GLOBAL INC Financial Services 4,525.0 $2.4M 0.58% NEW $522.65 -23.7%
70 EA SERIES TRUST 35,428.0 $2.0M 0.48% NEW $55.10
71 GOVT ISHARES TR 69,620.0 $1.6M 0.39% NEW $23.02 -1.0%
72 QVAL EA SERIES TRUST 32,479.0 $1.6M 0.39% NEW $48.79 +14.8%
73 SPY SPDR S&P 500 ETF TR Financial Services 2,185.0 $1.5M 0.36% NEW $681.91 +7.9%
74 BSCS INVESCO EXCH TRD SLF IDX FD 70,456.0 $1.5M 0.35% NEW $20.60 -1.3%
75 NFLX NETFLIX INC Communication Services 13,864.0 $1.3M 0.32% NEW $93.76 -22.6%
76 PSA PUBLIC STORAGE OPER CO Real Estate 4,851.0 $1.3M 0.31% NEW $259.52 +23.5%
77 BSCU INVESCO EXCH TRD SLF IDX FD 70,920.0 $1.2M 0.29% NEW $16.92 -1.7%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 6,576.0 $1.2M 0.28% NEW $177.75 -34.2%
79 BSCW INVESCO EXCH TRD SLF IDX FD 55,505.0 $1.2M 0.28% NEW $20.88 -1.9%
80 FRDM EA SERIES TRUST 20,268.0 $1.0M 0.25% NEW $51.27 +39.8%
Page 4 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%